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 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
2.71KNew |
$247K - $561K
|
2.71K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.67KNew |
$244K - $554K
|
2.67K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.57KNew |
$234K - $532K
|
2.57K
$272K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.57KNew |
$234K - $532K
|
2.57K
$272K
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
2.51K+ 100.0% |
$229K - $519K
|
5.01K
$532K
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 80.36% |
$225K - $512K
|
5.55K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.42K+ 46.73% |
$221K - $502K
|
7.6K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.38K+ 99.46% |
$217K - $493K
|
4.77K
$506K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.27K+ 84.42% |
$207K - $471K
|
4.96K
$527K
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.11KNew |
$193K - $438K
|
2.11K
$224K
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2K+ 100.0% |
$182K - $414K
|
4K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.9K+ 161.91% |
$173K - $393K
|
3.07K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.89K+ 116.76% |
$172K - $391K
|
3.51K
$372K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.69K+ 101.26% |
$155K - $351K
|
3.37K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.63K+ 104.76% |
$149K - $338K
|
3.19K
$338K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.57K+ 99.94% |
$143K - $326K
|
3.15K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.42KNew |
$130K - $295K
|
1.42K
$151K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.34K+ 102.14% |
$122K - $278K
|
2.65K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.19K+ 95.27% |
$108K - $247K
|
2.44K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.12K+ 100.0% |
$102K - $233K
|
2.25K
$238K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.1K+ 100.0% |
$100K - $228K
|
2.2K
$233K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.09K+ 106.84% |
$99.8K - $227K
|
2.12K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
849+ 100.0% |
$77.4K - $176K
|
1.7K
$180K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
835+ 100.0% |
$76.2K - $173K
|
1.67K
$177K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
598+ 100.0% |
$54.5K - $124K
|
1.2K
$127K
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
547+ 100.0% |
$49.9K - $113K
|
1.09K
$116K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
547+ 100.0% |
$49.9K - $113K
|
1.09K
$116K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
488+ 87.77% |
$44.5K - $101K
|
1.04K
$111K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
330+ 20.45% |
$30.1K - $68.4K
|
1.94K
$206K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 149.25% |
$27.4K - $62.2K
|
501
$53.2K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
292New |
$26.6K - $60.5K
|
292
$31K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
285+ 107.55% |
$26K - $59.1K
|
550
$58.4K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
248New |
$22.6K - $51.4K
|
248
$26.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
232New |
$21.2K - $48.1K
|
232
$24.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
223+ 100.0% |
$20.3K - $46.2K
|
446
$47.3K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
197+ 103.14% |
$18K - $40.8K
|
388
$41.2K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
137+ 100.0% |
$12.5K - $28.4K
|
274
$29.1K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$9.12K - $20.7K
|
200
$21.2K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$9.12K - $20.7K
|
100
$10.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$9.12K - $20.7K
|
100
$10.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
88+ 100.0% |
$8.03K - $18.2K
|
176
$18.7K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
82+ 98.8% |
$7.48K - $17K
|
165
$17.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
79+ 101.28% |
$7.21K - $16.4K
|
157
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
43+ 100.0% |
$3.92K - $8.92K
|
86
$9.13K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 100.0% |
$3.83K - $8.71K
|
84
$8.92K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 100.0% |
$2.19K - $4.98K
|
48
$5.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
22New |
$2.01K - $4.56K
|
22
$2.34K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
18+ 100.0% |
$1.64K - $3.73K
|
36
$3.82K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 100.0% |
$1.46K - $3.32K
|
32
$3.4K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 18.92% |
$1.28K - $2.9K
|
88
$9.34K
|