Purchases and Sales Made in Q2 2023 in Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 ETF (VIOO) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.42K+ 22.9% |
$203K - $223K
|
13K
$1.35M
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.23KNew |
$187K - $206K
|
2.23K
$232K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
2.22K+ 0.77% |
$186K - $204K
|
290K
$30.2M
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
BUY
|
- |
2.03K+ 12.88% |
$170K - $186K
|
17.7K
$1.85M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 11.42% |
$162K - $178K
|
18.8K
$1.96M
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.54K+ 47.53% |
$129K - $142K
|
4.78K
$497K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 53.58% |
$129K - $141K
|
4.4K
$458K
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.41K+ 2.12% |
$118K - $130K
|
67.9K
$7.06M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.27K+ 6.84% |
$106K - $117K
|
19.8K
$2.06M
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.27K+ 3.04% |
$106K - $117K
|
42.9K
$4.46M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 3.46% |
$103K - $114K
|
36.9K
$3.84M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22K+ 40.73% |
$102K - $112K
|
4.22K
$438K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.01K+ 25.35% |
$84.6K - $93K
|
4.99K
$519K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1K+ 14.81% |
$83.7K - $92K
|
7.75K
$806K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
817+ 6.95% |
$68.4K - $75.2K
|
12.6K
$1.31M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
808+ 26.6% |
$67.6K - $74.4K
|
3.85K
$400K
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
778+ 1.15% |
$65.1K - $71.6K
|
68.6K
$7.13M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
733+ 28.71% |
$61.4K - $67.5K
|
3.29K
$342K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
697+ 5.11% |
$58.4K - $64.2K
|
14.3K
$1.49M
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
654+ 1.32% |
$54.8K - $60.2K
|
50K
$5.2M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
587+ 0.39% |
$49.1K - $54K
|
150K
$15.6M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
510+ 0.68% |
$42.7K - $46.9K
|
75.4K
$7.85M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
495+ 5.88% |
$41.4K - $45.6K
|
8.91K
$927K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
486+ 1.99% |
$40.7K - $44.7K
|
25K
$2.6M
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450New |
$37.7K - $41.4K
|
450
$46.8K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
435+ 6.88% |
$36.4K - $40K
|
6.76K
$703K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
400+ 33.42% |
$33.5K - $36.8K
|
1.6K
$166K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
388+ 11.87% |
$32.5K - $35.7K
|
3.66K
$380K
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
384+ 0.99% |
$32.1K - $35.3K
|
39K
$4.06M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
375+ 6.13% |
$31.4K - $34.5K
|
6.49K
$675K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
364+ 115.92% |
$30.5K - $33.5K
|
678
$70.5K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
323+ 2.86% |
$27K - $29.7K
|
11.6K
$1.21M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
316+ 0.74% |
$26.5K - $29.1K
|
42.8K
$4.45M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
285+ 16.88% |
$23.9K - $26.2K
|
1.97K
$205K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
273+ 6.78% |
$22.9K - $25.1K
|
4.3K
$447K
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
270+ 0.96% |
$22.6K - $24.9K
|
28.5K
$2.96M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
256+ 433.9% |
$21.4K - $23.6K
|
315
$32.8K
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
254+ 10.3% |
$21.3K - $23.4K
|
2.72K
$283K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
252+ 40.78% |
$21.1K - $23.2K
|
870
$90.5K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
196New |
$16.4K - $18K
|
196
$20.4K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
185+ 1.79% |
$15.5K - $17K
|
10.5K
$1.1M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
176+ 100.0% |
$14.7K - $16.2K
|
352
$36.6K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
149+ 2.98% |
$12.5K - $13.7K
|
5.15K
$536K
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
120+ 0.77% |
$10K - $11K
|
15.6K
$1.63M
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
90New |
$7.53K - $8.28K
|
90
$9.36K
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 0.58% |
$6.28K - $6.9K
|
13K
$1.35M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
70+ 0.4% |
$5.86K - $6.44K
|
17.5K
$1.82M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
61+ 138.64% |
$5.11K - $5.61K
|
105
$10.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
60New |
$5.02K - $5.52K
|
60
$6.24K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
53+ 1.63% |
$4.44K - $4.88K
|
3.31K
$344K
|