Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
248KNew |
$22.3M - $25.2M
|
248K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
170KNew |
$15.3M - $17.2M
|
170K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
67.1KNew |
$6.03M - $6.8M
|
67.1K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
60.4KNew |
$5.43M - $6.12M
|
60.4K
$5.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.9KNew |
$4.57M - $5.16M
|
50.9K
$4.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
33.1K+ 38.35% |
$2.98M - $3.36M
|
119K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 31.36% |
$2.53M - $2.85M
|
118K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16KNew |
$1.44M - $1.62M
|
16K
$1.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.2K+ 451.14% |
$1.19M - $1.34M
|
16.2K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
12.8KNew |
$1.15M - $1.3M
|
12.8K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
12KNew |
$1.08M - $1.21M
|
12K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$921K - $1.04M
|
10.2K
$946K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.81KNew |
$702K - $792K
|
7.81K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.64KNew |
$596K - $673K
|
6.64K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.21KNew |
$379K - $427K
|
4.21K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.65K+ 3.37% |
$328K - $370K
|
112K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.52KNew |
$317K - $357K
|
3.52K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.6K+ 13.09% |
$234K - $264K
|
22.5K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.45KNew |
$221K - $249K
|
2.45K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.38KNew |
$214K - $241K
|
2.38K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$194K - $219K
|
2.16K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.13K+ 1.27% |
$191K - $216K
|
169K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 6.0% |
$187K - $211K
|
36.8K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.9K+ 1.91% |
$170K - $192K
|
101K
$9.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.84KNew |
$165K - $186K
|
1.84K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 31.58% |
$147K - $166K
|
6.81K
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 1.66% |
$146K - $165K
|
99.7K
$9.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.48K+ 2.53% |
$133K - $150K
|
60K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 22.16% |
$132K - $149K
|
8.08K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36KNew |
$122K - $138K
|
1.36K
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.26K+ 1.93% |
$113K - $128K
|
66.6K
$6.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.97% |
$91.8K - $104K
|
26.7K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
893New |
$80.3K - $90.5K
|
893
$82.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
852+ 1.4% |
$76.6K - $86.4K
|
61.9K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
787+ 3.6% |
$70.7K - $79.8K
|
22.6K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
734New |
$66K - $74.4K
|
734
$67.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
495+ 13.73% |
$44.5K - $50.2K
|
4.1K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
392+ 16.29% |
$35.2K - $39.7K
|
2.8K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
384+ 4.96% |
$34.5K - $38.9K
|
8.13K
$751K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
344+ 3.33% |
$30.9K - $34.9K
|
10.7K
$987K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
313+ 5.4% |
$28.1K - $31.7K
|
6.11K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
268+ 3.32% |
$24.1K - $27.2K
|
8.34K
$770K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
261+ 1305.0% |
$23.5K - $26.5K
|
281
$26K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$22.5K - $25.3K
|
250
$23.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
234New |
$21K - $23.7K
|
234
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
203+ 2.93% |
$18.2K - $20.6K
|
7.14K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
144New |
$12.9K - $14.6K
|
144
$13.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
138+ 176.92% |
$12.4K - $14K
|
216
$20K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
136+ 0.15% |
$12.2K - $13.8K
|
91.8K
$8.48M
|