Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-777- 36.17% |
$56.9K - $132K
|
1.37K
$125K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-821- 1.13% |
$60.1K - $139K
|
71.5K
$6.51M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-931- 11.21% |
$68.1K - $158K
|
7.38K
$671K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-988- 33.45% |
$72.3K - $168K
|
1.97K
$179K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-999- 2.52% |
$73.1K - $170K
|
38.6K
$3.51M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.12KClosed |
$82.1K - $191K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.21K- 3.06% |
$88.2K - $205K
|
38.2K
$3.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.59K- 0.93% |
$116K - $270K
|
169K
$15.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 3.78% |
$125K - $290K
|
43.5K
$3.95M
|
|
|
Jan 11, 2023
Q4 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-1.84K- 1.56% |
$135K - $312K
|
116K
$10.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.16K- 20.59% |
$158K - $367K
|
8.33K
$757K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.58K- 20.2% |
$189K - $439K
|
10.2K
$928K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.02K- 7.15% |
$221K - $513K
|
39.2K
$3.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.25K- 4.82% |
$238K - $552K
|
64.2K
$5.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.66K- 56.45% |
$268K - $621K
|
2.82K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.15K- 2.66% |
$304K - $705K
|
152K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.45K- 27.54% |
$326K - $756K
|
11.7K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.35K- 3.4% |
$538K - $1.25M
|
209K
$19M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.44K- 43.67% |
$618K - $1.43M
|
10.9K
$991K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.84K- 29.79% |
$647K - $1.5M
|
20.8K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 30.66% |
$787K - $1.83M
|
24.3K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-12K- 69.68% |
$881K - $2.05M
|
5.24K
$477K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.3K- 41.37% |
$901K - $2.09M
|
17.5K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.1K- 70.1% |
$1.32M - $3.07M
|
7.72K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.6K- 93.68% |
$1.43M - $3.32M
|
1.32K
$120K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-34.9K- 95.73% |
$2.55M - $5.93M
|
1.56K
$142K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-65.6K- 59.96% |
$4.8M - $11.1M
|
43.8K
$3.99M
|