Purchases and Sales Made in Q2 2024 in Vanguard S&P Small Cap 600 Val (VIOV)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Val (VIOV) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.01% |
$324 - $352
|
31.1K
$2.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$80.9 - $87.9
|
1.78K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-11- 78.57% |
$890 - $967
|
3
$287
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 0.25% |
$1.21K - $1.32K
|
6.03K
$577K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 2.2% |
$1.62K - $1.76K
|
888
$85K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 36.25% |
$2.35K - $2.55K
|
51
$4.88K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-38- 1.27% |
$3.07K - $3.34K
|
2.96K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40- 0.92% |
$3.24K - $3.52K
|
4.32K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-40- 0.03% |
$3.24K - $3.52K
|
125K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-50- 0.12% |
$4.05K - $4.4K
|
42.9K
$4.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-62- 40.79% |
$5.02K - $5.45K
|
90
$8.61K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-72- 1.6% |
$5.83K - $6.33K
|
4.42K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 6.72% |
$5.83K - $6.33K
|
1K
$95.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-74- 2.21% |
$5.99K - $6.5K
|
3.27K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-85- 1.5% |
$6.88K - $7.47K
|
5.59K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-112- 2.69% |
$9.06K - $9.84K
|
4.05K
$388K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-126- 14.45% |
$10.2K - $11.1K
|
746
$71.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-134- 17.4% |
$10.8K - $11.8K
|
636
$60.9K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-144- 0.07% |
$11.7K - $12.7K
|
219K
$21M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.24% |
$12.9K - $14.1K
|
12.8K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-176- 3.62% |
$14.2K - $15.5K
|
4.68K
$448K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-241- 3.81% |
$19.5K - $21.2K
|
6.09K
$583K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-306- 0.89% |
$24.8K - $26.9K
|
34K
$3.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-309- 39.06% |
$25K - $27.2K
|
482
$46.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-356- 1.6% |
$28.8K - $31.3K
|
21.9K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-401- 5.6% |
$32.4K - $35.2K
|
6.76K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-434- 5.76% |
$35.1K - $38.1K
|
7.1K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-487- 4.47% |
$39.4K - $42.8K
|
10.4K
$996K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-556- 0.59% |
$45K - $48.9K
|
93.4K
$8.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-572- 2.13% |
$46.3K - $50.3K
|
26.3K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-575- 0.32% |
$46.5K - $50.5K
|
178K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-597- 95.37% |
$48.3K - $52.5K
|
29
$2.78K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-644- 5.78% |
$52.1K - $56.6K
|
10.5K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-644- 5.78% |
$52.1K - $56.6K
|
10.5K
$1M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-669- 1.0% |
$54.1K - $58.8K
|
66.2K
$6.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-727- 2.73% |
$58.8K - $63.9K
|
25.9K
$2.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-789- 1.88% |
$63.8K - $69.4K
|
41.2K
$3.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-805- 2.26% |
$65.1K - $70.8K
|
34.9K
$3.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-850- 3.55% |
$68.8K - $74.7K
|
23.1K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.05K- 53.38% |
$84.9K - $92.2K
|
916
$87.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.26K- 6.62% |
$102K - $110K
|
17.7K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.49K- 1.52% |
$121K - $131K
|
97.1K
$9.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.02K- 2.62% |
$163K - $177K
|
75.1K
$7.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.21K- 6.63% |
$178K - $194K
|
31.1K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-2.47K- 2.43% |
$200K - $217K
|
99K
$9.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 9.73% |
$219K - $238K
|
25.1K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.72K- 4.72% |
$220K - $239K
|
54.8K
$5.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.72K- 7.44% |
$220K - $239K
|
33.8K
$3.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.22K- 40.29% |
$261K - $283K
|
4.77K
$457K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.35K- 1.13% |
$271K - $295K
|
293K
$28.1M
|