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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
392+ 16.29% |
$35.2K - $39.7K
|
2.8K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
384+ 4.96% |
$34.5K - $38.9K
|
8.13K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
344+ 3.33% |
$30.9K - $34.9K
|
10.7K
$1M
|
|
|
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
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
268+ 3.32% |
$24.1K - $27.2K
|
8.34K
$781K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
261+ 1305.0% |
$23.5K - $26.5K
|
281
$26.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$22.5K - $25.3K
|
250
$23.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
234New |
$21K - $23.7K
|
234
$21.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
203+ 2.93% |
$18.2K - $20.6K
|
7.14K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
173New |
$15.5K - $17.5K
|
173
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
144New |
$12.9K - $14.6K
|
144
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
138+ 176.92% |
$12.4K - $14K
|
216
$20.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
136+ 0.15% |
$12.2K - $13.8K
|
91.8K
$8.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
130+ 3.42% |
$11.7K - $13.2K
|
3.93K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
120+ 0.97% |
$10.8K - $12.2K
|
12.5K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
104New |
$9.35K - $10.5K
|
104
$9.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
100+ 1.61% |
$8.99K - $10.1K
|
6.3K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 4.24% |
$8.99K - $10.1K
|
2.46K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
78New |
$7.01K - $7.91K
|
78
$7.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
76+ 0.88% |
$6.83K - $7.7K
|
8.74K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
56+ 0.24% |
$5.03K - $5.68K
|
23K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 1.95% |
$4.04K - $4.56K
|
2.35K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
43+ 1.08% |
$3.86K - $4.36K
|
4.02K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40New |
$3.6K - $4.06K
|
40
$3.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
35+ 1.1% |
$3.15K - $3.55K
|
3.23K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$3.06K - $3.45K
|
34
$3.18K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32+ 0.96% |
$2.88K - $3.24K
|
3.36K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
32+ 0.25% |
$2.88K - $3.24K
|
12.9K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$2.7K - $3.04K
|
30
$2.81K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
27+ 0.02% |
$2.43K - $2.74K
|
124K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.81% |
$1.35K - $1.52K
|
843
$78.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13+ 0.04% |
$1.17K - $1.32K
|
31.1K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.35% |
$899 - $1.01K
|
2.89K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 2.08% |
$809 - $912
|
442
$41.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
9+ 0.3% |
$809 - $912
|
3.02K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8+ 0.01% |
$719 - $811
|
85.1K
$7.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.91% |
$270 - $304
|
331
$31K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.49% |
$270 - $304
|
617
$57.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 2.22% |
$180 - $203
|
92
$8.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.99% |
$180 - $203
|
204
$19.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.16% |
$89.9 - $101
|
637
$59.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.03% |
$89.9 - $101
|
3.25K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$89.9 - $101
|
1.07K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 1.96% |
$89.9 - $101
|
52
$4.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 12.5% |
$89.9 - $101
|
9
$842
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 8.33% |
$89.9 - $101
|
13
$1.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2- 0.52% |
$180 - $203
|
380
$35.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6- 0.09% |
$539 - $608
|
6.88K
$644K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.02% |
$539 - $608
|
34.8K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-36- 0.53% |
$3.24K - $3.65K
|
6.78K
$635K
|