Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
828+ 0.58% |
$83K - $91.9K
|
143K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
765+ 11.42% |
$76.7K - $84.9K
|
7.47K
$777K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
759+ 5.47% |
$76.1K - $84.3K
|
14.6K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
675+ 5.94% |
$67.7K - $74.9K
|
12K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
667+ 6.33% |
$66.9K - $74K
|
11.2K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
625+ 19.11% |
$62.7K - $69.4K
|
3.9K
$405K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
597+ 1.25% |
$59.8K - $66.3K
|
48.5K
$5.04M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
540+ 5.55% |
$54.1K - $59.9K
|
10.3K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
535New |
$53.6K - $59.4K
|
535
$55.7K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
522New |
$52.3K - $57.9K
|
522
$54.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
519+ 0.4% |
$52K - $57.6K
|
131K
$13.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
453+ 1.21% |
$45.4K - $50.3K
|
37.9K
$3.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
400+ 2.25% |
$40.1K - $44.4K
|
18.2K
$1.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
394+ 33.99% |
$39.5K - $43.7K
|
1.55K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
393+ 12.71% |
$39.4K - $43.6K
|
3.49K
$363K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
364+ 22.59% |
$36.5K - $40.4K
|
1.98K
$205K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
323+ 2.27% |
$32.4K - $35.9K
|
14.6K
$1.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
276+ 3.13% |
$27.7K - $30.6K
|
9.09K
$945K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
220New |
$22.1K - $24.4K
|
220
$22.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220+ 1.52% |
$22.1K - $24.4K
|
14.7K
$1.53M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
189+ 0.88% |
$18.9K - $21K
|
21.7K
$2.26M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
187New |
$18.7K - $20.8K
|
187
$19.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
185New |
$18.5K - $20.5K
|
185
$19.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
168+ 1.17% |
$16.8K - $18.6K
|
14.6K
$1.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166+ 1.32% |
$16.6K - $18.4K
|
12.8K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163+ 0.81% |
$16.3K - $18.1K
|
20.2K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
154+ 8.99% |
$15.4K - $17.1K
|
1.87K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
153+ 34.46% |
$15.3K - $17K
|
597
$62.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149+ 4.3% |
$14.9K - $16.5K
|
3.62K
$376K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
140New |
$14K - $15.5K
|
140
$14.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
127+ 6.88% |
$12.7K - $14.1K
|
1.97K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
125+ 3.47% |
$12.5K - $13.9K
|
3.72K
$387K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
113New |
$11.3K - $12.5K
|
113
$11.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
82+ 1.76% |
$8.22K - $9.1K
|
4.73K
$492K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
76+ 3.68% |
$7.62K - $8.44K
|
2.14K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
74New |
$7.42K - $8.21K
|
74
$7.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
73+ 5.57% |
$7.32K - $8.1K
|
1.38K
$144K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
64+ 5.54% |
$6.42K - $7.1K
|
1.22K
$127K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
55+ 2.28% |
$5.51K - $6.11K
|
2.47K
$257K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42+ 3.46% |
$4.21K - $4.66K
|
1.26K
$131K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.8% |
$3.01K - $3.33K
|
3.8K
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
26New |
$2.61K - $2.89K
|
26
$2.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25New |
$2.51K - $2.78K
|
25
$2.6K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22+ 0.68% |
$2.21K - $2.44K
|
3.25K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20New |
$2K - $2.22K
|
20
$2.08K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
17+ 14.41% |
$1.7K - $1.89K
|
135
$14K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
16+ 0.79% |
$1.6K - $1.78K
|
2.04K
$212K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15+ 22.73% |
$1.5K - $1.67K
|
81
$8.43K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 1.59% |
$1.5K - $1.67K
|
956
$99.4K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13+ 0.17% |
$1.3K - $1.44K
|
7.53K
$783K
|