Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-168- 3.26% |
$17.7K - $19.8K
|
4.99K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-175- 4.87% |
$18.5K - $20.6K
|
3.42K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-183- 5.24% |
$19.3K - $21.6K
|
3.31K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-211- 5.85% |
$22.2K - $24.9K
|
3.4K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-251- 6.81% |
$26.5K - $29.6K
|
3.44K
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-296- 1.21% |
$31.2K - $34.9K
|
24.1K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-358- 1.51% |
$37.8K - $42.2K
|
23.3K
$2.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-372- 15.92% |
$39.2K - $43.9K
|
1.96K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-407- 4.72% |
$42.9K - $48K
|
8.22K
$855K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-418- 3.2% |
$44.1K - $49.3K
|
12.7K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-484- 48.4% |
$51K - $57.1K
|
516
$53.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-491- 5.41% |
$51.8K - $57.9K
|
8.59K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-495- 1.5% |
$52.2K - $58.4K
|
32.5K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-499- 4.2% |
$52.6K - $58.9K
|
11.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-608- 52.41% |
$64.1K - $71.7K
|
552
$57.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-629- 2.59% |
$66.3K - $74.2K
|
23.6K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-646- 55.55% |
$68.1K - $76.2K
|
517
$53.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-691- 13.79% |
$72.9K - $81.5K
|
4.32K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-730- 70.87% |
$77K - $86.1K
|
300
$31.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-756- 1.55% |
$79.7K - $89.2K
|
48K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-779- 19.8% |
$82.1K - $91.9K
|
3.16K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-790- 18.51% |
$83.3K - $93.2K
|
3.48K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-791- 20.31% |
$83.4K - $93.3K
|
3.1K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-791- 20.31% |
$83.4K - $93.3K
|
3.1K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-999- 5.48% |
$105K - $118K
|
17.2K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.02K- 25.53% |
$108K - $120K
|
2.98K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.05K- 22.79% |
$111K - $124K
|
3.56K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.05K- 6.68% |
$111K - $124K
|
14.7K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1K- 25.31% |
$115K - $129K
|
3.23K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 32.0% |
$123K - $137K
|
2.47K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 58.79% |
$127K - $142K
|
846
$88K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.24K- 9.67% |
$130K - $146K
|
11.5K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.28K- 6.56% |
$134K - $150K
|
18.2K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.38K- 59.6% |
$145K - $162K
|
932
$96.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.42K- 31.35% |
$150K - $168K
|
3.12K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.52K- 4.07% |
$160K - $180K
|
35.9K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.57K- 16.58% |
$165K - $185K
|
7.89K
$821K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.72K- 3.72% |
$182K - $203K
|
44.6K
$4.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.82K- 40.5% |
$191K - $214K
|
2.67K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 19.69% |
$224K - $251K
|
8.66K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.22K- 18.3% |
$234K - $262K
|
9.9K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-3.45K- 10.21% |
$363K - $406K
|
30.3K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.93K- 3.43% |
$414K - $463K
|
110K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.1K- 3.25% |
$538K - $602K
|
152K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.79K- 50.0% |
$610K - $683K
|
5.79K
$602K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-6.65K- 2.75% |
$702K - $785K
|
235K
$24.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.76K- 9.82% |
$713K - $797K
|
62.1K
$6.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.05K- 2.98% |
$848K - $949K
|
262K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.52K- 45.15% |
$1M - $1.12M
|
11.6K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 6.92% |
$1.57M - $1.76M
|
200K
$20.9M
|