Purchases and Sales Made in Q1 2023 in Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Gro (VIOG) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 GRO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.3K+ 98.38% |
$4.96M - $11.3M
|
110K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.5K+ 67.7% |
$4.7M - $10.7M
|
128K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.7K+ 98.08% |
$4.44M - $10.1M
|
98.4K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.9K+ 121.51% |
$4.09M - $9.3M
|
81.8K
$9.65M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43K+ 81.83% |
$3.92M - $8.92M
|
95.6K
$11.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
42.1K+ 60071.43% |
$3.84M - $8.72M
|
42.1K
$4.97M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
37.7K+ 108.8% |
$3.44M - $7.82M
|
72.4K
$8.54M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.1K+ 101.57% |
$3.39M - $7.7M
|
73.7K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.5K+ 657.35% |
$2.6M - $5.92M
|
32.9K
$3.88M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.1K+ 98.05% |
$2.38M - $5.42M
|
52.8K
$6.22M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.1K+ 98.05% |
$2.38M - $5.42M
|
52.8K
$6.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
24.6K+ 98.9% |
$2.24M - $5.1M
|
49.5K
$5.83M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
20.2K+ 97.09% |
$1.85M - $4.2M
|
41.1K
$4.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
19.8K+ 91.84% |
$1.81M - $4.11M
|
41.4K
$4.88M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.2KNew |
$1.66M - $3.78M
|
18.2K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18K+ 124.92% |
$1.64M - $3.74M
|
32.5K
$3.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.8K+ 105.43% |
$1.63M - $3.69M
|
34.7K
$4.09M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
17.1K+ 113.03% |
$1.56M - $3.55M
|
32.2K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.5K+ 103.09% |
$1.5M - $3.41M
|
32.4K
$3.82M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14.4K+ 106.39% |
$1.31M - $2.98M
|
27.9K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$1.23M - $2.8M
|
13.5K
$1.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 105.51% |
$1.22M - $2.78M
|
26.1K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
12.9K+ 101.73% |
$1.17M - $2.66M
|
25.5K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 111.01% |
$994K - $2.26M
|
20.7K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 112.73% |
$923K - $2.1M
|
19.1K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.93K+ 124.99% |
$906K - $2.06M
|
17.9K
$2.11M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.6K+ 160.18% |
$876K - $1.99M
|
15.6K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.58K+ 184.71% |
$691K - $1.57M
|
11.7K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
7.18K+ 109.89% |
$655K - $1.49M
|
13.7K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.08K+ 198.62% |
$645K - $1.47M
|
10.6K
$1.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
6.24K+ 123.8% |
$569K - $1.29M
|
11.3K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.23K+ 122.62% |
$569K - $1.29M
|
11.3K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.01K+ 111.59% |
$548K - $1.25M
|
11.4K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.49K+ 146.21% |
$501K - $1.14M
|
9.25K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.27K+ 88.71% |
$481K - $1.09M
|
11.2K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
5.16K+ 2336.2% |
$471K - $1.07M
|
5.38K
$635K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.08K+ 89.22% |
$464K - $1.05M
|
10.8K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.91K+ 92.97% |
$448K - $1.02M
|
10.2K
$1.2M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.64KNew |
$423K - $962K
|
4.64K
$547K
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.05K+ 56.57% |
$370K - $840K
|
11.2K
$1.32M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.85K+ 163.86% |
$351K - $798K
|
6.2K
$731K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.77K+ 100.0% |
$344K - $782K
|
7.55K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.74K+ 85.26% |
$341K - $775K
|
8.12K
$957K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.64K+ 100.11% |
$332K - $754K
|
7.27K
$857K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.22KNew |
$293K - $667K
|
3.22K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.21K+ 98.13% |
$293K - $665K
|
6.48K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.18K+ 114.2% |
$290K - $660K
|
5.97K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.72K+ 193.32% |
$248K - $564K
|
4.13K
$487K
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
2.71KNew |
$247K - $561K
|
2.71K
$319K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.67KNew |
$244K - $554K
|
2.67K
$315K
|