Latest Institutional Transactions on Vanguard S&P Small Cap 600 Val (VIOV)
This table provides information on the latest institutional transactions involving Vanguard S&P Small Cap 600 Val (VIOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-14- 0.04% |
$1.07K - $1.22K
|
39.5K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.4KNew |
$259K - $296K
|
3.4K
$309K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30New |
$2.28K - $2.61K
|
30
$2.73K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
221New |
$16.8K - $19.2K
|
221
$20.1K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
213+ 7.47% |
$16.2K - $18.5K
|
3.07K
$279K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-14- 0.53% |
$1.07K - $1.22K
|
2.65K
$241K
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-554- 4.09% |
$42.2K - $48.2K
|
13K
$1.18M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-16- 40.0% |
$1.22K - $1.39K
|
24
$2.18K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.89KNew |
$144K - $164K
|
1.89K
$172K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-600- 7.14% |
$45.7K - $52.2K
|
7.8K
$710K
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
1.75K+ 2.28% |
$133K - $152K
|
78.4K
$7.13M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
394New |
$30K - $34.3K
|
394
$35.8K
|
|
Q2 2023 | |||||||
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-111- 3.62% |
$8.4K - $9.2K
|
2.96K
$269K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.7K- 92.43% |
$2.33M - $2.55M
|
2.52K
$229K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.17% |
$378 - $414
|
2.96K
$269K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 2.25% |
$11.2K - $12.3K
|
6.73K
$612K
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-300- 23.08% |
$22.7K - $24.9K
|
1K
$91K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
161New |
$12.2K - $13.3K
|
161
$14.6K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 26.92% |
$5.3K - $5.8K
|
190
$17.3K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-646- 2.86% |
$48.9K - $53.5K
|
21.9K
$1.99M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5KNew |
$378K - $414K
|
5K
$455K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.33K+ 97.01% |
$101K - $110K
|
2.7K
$246K
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.2K- 16.22% |
$90.8K - $99.5K
|
6.2K
$564K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$530 - $580
|
7
$637
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3New |
$227 - $249
|
3
$273
|
|
Q1 2023 | |||||||
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
218+ 2725.0% |
$16.8K - $40.1K
|
226
$20.6K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45+ 100.0% |
$3.46K - $8.29K
|
90
$8.19K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
100+ 100.0% |
$7.7K - $18.4K
|
200
$18.2K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.2KNew |
$863K - $2.06M
|
11.2K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.82K+ 307.07% |
$525K - $1.26M
|
9.04K
$822K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.65KNew |
$435K - $1.04M
|
5.65K
$514K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.13KNew |
$472K - $1.13M
|
6.13K
$558K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
174+ 100.0% |
$13.4K - $32K
|
348
$31.7K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.22K+ 100.0% |
$171K - $409K
|
4.44K
$404K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24New |
$1.85K - $4.42K
|
24
$2.18K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73K+ 100.0% |
$133K - $319K
|
3.46K
$315K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
202New |
$15.5K - $37.2K
|
202
$18.4K
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
3.84KNew |
$296K - $708K
|
3.84K
$350K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.95K+ 90.01% |
$535K - $1.28M
|
14.7K
$1.33M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-63.7K- 99.3% |
$4.9M - $11.7M
|
448
$40.8K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
448New |
$34.5K - $82.5K
|
448
$40.8K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85New |
$6.54K - $15.7K
|
85
$7.73K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300+ 100.0% |
$23.1K - $55.3K
|
600
$54.6K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.51K+ 99.89% |
$270K - $646K
|
7.02K
$639K
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.26K+ 92.64% |
$96.8K - $232K
|
2.62K
$238K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 100.0% |
$231 - $553
|
6
$546
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6.04K+ 100.0% |
$464K - $1.11M
|
12.1K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
90New |
$6.93K - $16.6K
|
90
$8.19K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
14New |
$1.08K - $2.58K
|
14
$1.27K
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
22KNew |
$1.69M - $4.06M
|
22K
$2M
|