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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
161New |
$12.2K - $13.3K
|
161
$13.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 26.92% |
$5.3K - $5.8K
|
190
$15.9K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-646- 2.86% |
$48.9K - $53.5K
|
21.9K
$1.83M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.33K+ 97.01% |
$101K - $110K
|
2.7K
$226K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5KNew |
$378K - $414K
|
5K
$418K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$530 - $580
|
7
$585
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3New |
$227 - $249
|
3
$251
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
150New |
$11.5K - $27.6K
|
150
$12.5K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45+ 100.0% |
$3.46K - $8.29K
|
90
$7.52K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
100+ 100.0% |
$7.7K - $18.4K
|
200
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.82K+ 307.07% |
$525K - $1.26M
|
9.04K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.2KNew |
$863K - $2.06M
|
11.2K
$937K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.65KNew |
$435K - $1.04M
|
5.65K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.13KNew |
$472K - $1.13M
|
6.13K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
174+ 100.0% |
$13.4K - $32K
|
348
$29.1K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.22K+ 100.0% |
$171K - $409K
|
4.44K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24New |
$1.85K - $4.42K
|
24
$2.01K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73K+ 100.0% |
$133K - $319K
|
3.46K
$289K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
202New |
$15.5K - $37.2K
|
202
$16.9K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
3.84KNew |
$296K - $708K
|
3.84K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.95K+ 90.01% |
$535K - $1.28M
|
14.7K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
448New |
$34.5K - $82.5K
|
448
$37.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-63.7K- 99.3% |
$4.9M - $11.7M
|
448
$37.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85New |
$6.54K - $15.7K
|
85
$7.11K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.26K+ 92.64% |
$96.8K - $232K
|
2.62K
$219K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.51K+ 99.89% |
$270K - $646K
|
7.02K
$587K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300+ 100.0% |
$23.1K - $55.3K
|
600
$50.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 100.0% |
$231 - $553
|
6
$502
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
90New |
$6.93K - $16.6K
|
90
$7.52K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6.04K+ 100.0% |
$464K - $1.11M
|
12.1K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
14New |
$1.08K - $2.58K
|
14
$1.17K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
22KNew |
$1.69M - $4.06M
|
22K
$1.84M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 100.0% |
$1K - $2.39K
|
26
$2.17K
|
|
| Q4 2022 | |||||||
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.12KClosed |
$82.1K - $191K
|
0
$0
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.4KNew |
$908K - $2.11M
|
12.4K
$1.04M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48- 9.07% |
$3.51K - $8.15K
|
481
$40.2K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
176KNew |
$12.9M - $29.9M
|
176K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
419New |
$30.7K - $71.2K
|
419
$35K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.99K+ 5.39% |
$658K - $1.53M
|
176K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-93- 1.91% |
$6.81K - $15.8K
|
4.77K
$399K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-293- 43.47% |
$21.4K - $49.8K
|
381
$31.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
965New |
$70.6K - $164K
|
965
$80.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
156New |
$11.4K - $26.5K
|
156
$13K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
152New |
$11.1K - $25.8K
|
152
$12.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10New |
$714 - $876
|
10
$836
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.52KNew |
$180K - $221K
|
2.52K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
343+ 17.05% |
$24.5K - $30.1K
|
2.36K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.57KNew |
$112K - $138K
|
1.57K
$131K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5- 1.71% |
$357 - $438
|
287
$24K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
60+ 4.35% |
$4.28K - $5.26K
|
1.44K
$120K
|
|