Purchases and Sales Made in Q1 2024 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 2024. 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 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
320New |
$33K - $36K
|
320
$39.1K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
271+ 12.49% |
$27.9K - $30.5K
|
2.44K
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
251+ 1394.44% |
$25.9K - $28.2K
|
269
$32.9K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
194+ 1.92% |
$20K - $21.8K
|
10.3K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
132New |
$13.6K - $14.8K
|
132
$16.1K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
127+ 28.41% |
$13.1K - $14.3K
|
574
$70.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122+ 3.36% |
$12.6K - $13.7K
|
3.76K
$459K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
76+ 2.11% |
$7.84K - $8.54K
|
3.69K
$450K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73+ 1.7% |
$7.53K - $8.21K
|
4.36K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70+ 4.53% |
$7.22K - $7.87K
|
1.61K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
52+ 2600.0% |
$5.36K - $5.85K
|
54
$6.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45+ 0.25% |
$4.64K - $5.06K
|
18K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
42+ 0.17% |
$4.33K - $4.72K
|
24.4K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
40+ 0.91% |
$4.13K - $4.5K
|
4.43K
$541K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
20+ 0.98% |
$2.06K - $2.25K
|
2.06K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13+ 0.13% |
$1.34K - $1.46K
|
9.71K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 0.45% |
$1.13K - $1.24K
|
2.44K
$298K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$1.03K - $1.12K
|
10
$1.22K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$928 - $1.01K
|
5.95K
$727K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$103 - $112
|
5.12K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2- 1.2% |
$206 - $225
|
165
$20.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7- 0.26% |
$722 - $787
|
2.68K
$328K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-16- 0.58% |
$1.65K - $1.8K
|
2.75K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26- 1.67% |
$2.68K - $2.92K
|
1.53K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.85% |
$4.13K - $4.5K
|
4.67K
$571K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-50- 1.25% |
$5.16K - $5.62K
|
3.95K
$483K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-50- 2.27% |
$5.16K - $5.62K
|
2.15K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-68- 0.86% |
$7.01K - $7.65K
|
7.87K
$962K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-82- 2.84% |
$8.46K - $9.22K
|
2.8K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-85- 32.82% |
$8.77K - $9.56K
|
174
$21.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-108- 1.9% |
$11.1K - $12.1K
|
5.57K
$681K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-137- 1.63% |
$14.1K - $15.4K
|
8.26K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-166- 1.88% |
$17.1K - $18.7K
|
8.67K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-176Closed |
$18.2K - $19.8K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-255- 9.19% |
$26.3K - $28.7K
|
2.52K
$308K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-325- 10.86% |
$33.5K - $36.5K
|
2.67K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-325- 10.86% |
$33.5K - $36.5K
|
2.67K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-516- 9.44% |
$53.2K - $58K
|
4.95K
$605K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-563- 0.27% |
$58.1K - $63.3K
|
211K
$25.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-757- 1.43% |
$78.1K - $85.1K
|
52.1K
$6.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-757- 16.55% |
$78.1K - $85.1K
|
3.82K
$466K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-947- 2.52% |
$97.7K - $106K
|
36.6K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-976- 9.02% |
$101K - $110K
|
9.85K
$1.2M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-989- 8.83% |
$102K - $111K
|
10.2K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.83K- 15.97% |
$189K - $206K
|
9.65K
$1.18M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.99K- 1.1% |
$206K - $224K
|
180K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.72K- 18.98% |
$693K - $756K
|
28.7K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.73K- 20.55% |
$798K - $869K
|
29.9K
$3.65M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.29K- 17.64% |
$855K - $932K
|
38.7K
$4.73M
|