Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
195+ 6.11% |
$13.9K - $17.1K
|
3.39K
$319K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
195+ 5.45% |
$13.9K - $17.1K
|
3.77K
$355K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
188+ 1.36% |
$13.4K - $16.5K
|
14.1K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
174New |
$12.4K - $15.2K
|
174
$16.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
166+ 2.77% |
$11.9K - $14.5K
|
6.15K
$579K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
127+ 16.62% |
$9.07K - $11.1K
|
891
$83.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
97+ 0.34% |
$6.92K - $8.5K
|
28.9K
$2.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 35.9% |
$5K - $6.13K
|
265
$25K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
69New |
$4.93K - $6.05K
|
69
$6.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
60+ 4.35% |
$4.28K - $5.26K
|
1.44K
$135K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
52New |
$3.71K - $4.56K
|
52
$4.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$1.43K - $1.75K
|
24.3K
$2.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 0.46% |
$1.14K - $1.4K
|
3.51K
$330K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14+ 0.12% |
$999 - $1.23K
|
11.4K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10New |
$714 - $876
|
10
$942
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-5- 1.71% |
$357 - $438
|
287
$27K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-28- 3.99% |
$2K - $2.45K
|
674
$63.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-47- 1.9% |
$3.36K - $4.12K
|
2.43K
$229K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-59- 0.85% |
$4.21K - $5.17K
|
6.89K
$649K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-77- 1.18% |
$5.5K - $6.75K
|
6.48K
$610K
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-114- 0.5% |
$8.14K - $9.99K
|
22.5K
$2.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-140- 3.65% |
$9.99K - $12.3K
|
3.7K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150- 7.07% |
$10.7K - $13.1K
|
1.97K
$186K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 7.87% |
$10.7K - $13.1K
|
1.76K
$165K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-168- 98.25% |
$12K - $14.7K
|
3
$283
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-200- 10.0% |
$14.3K - $17.5K
|
1.8K
$170K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-237- 1.63% |
$16.9K - $20.8K
|
14.3K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-315- 3.65% |
$22.5K - $27.6K
|
8.31K
$782K
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-395- 7.11% |
$28.2K - $34.6K
|
5.16K
$486K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-422Closed |
$30.1K - $37K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-519- 1.4% |
$37.1K - $45.5K
|
36.4K
$3.43M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-533Closed |
$38.1K - $46.7K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-596- 12.53% |
$42.5K - $52.2K
|
4.16K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-639- 3.57% |
$45.6K - $56K
|
17.2K
$1.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-906- 1.94% |
$64.7K - $79.4K
|
45.8K
$4.32M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-988- 33.45% |
$70.5K - $86.6K
|
1.97K
$185K
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
SELL
|
- |
-1.06K- 1.02% |
$75.5K - $92.7K
|
102K
$9.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.26K- 70.45% |
$90K - $110K
|
529
$49.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.45KClosed |
$104K - $127K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.54K- 5.0% |
$110K - $135K
|
29.2K
$2.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.64K- 1.42% |
$117K - $144K
|
114K
$10.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.01K- 4.82% |
$143K - $176K
|
39.6K
$3.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.93K- 66.58% |
$209K - $257K
|
1.47K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.96K- 6.57% |
$211K - $259K
|
42K
$3.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.21K- 9.76% |
$229K - $281K
|
29.7K
$2.79M
|
|
|
Oct 11, 2022
Q3 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-4.34K- 3.54% |
$310K - $380K
|
118K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.38K- 13.24% |
$313K - $384K
|
28.7K
$2.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-5.63K- 62.33% |
$402K - $493K
|
3.4K
$320K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.46K- 33.9% |
$604K - $741K
|
16.5K
$1.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-9.25K- 51.81% |
$660K - $810K
|
8.6K
$810K
|