Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
895K+ 125663.9% |
$93M - $109M
|
895K
$99.2M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
248K+ 62.9% |
$25.8M - $30.3M
|
642K
$71.1M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 186.26% |
$2.29M - $2.7M
|
33.9K
$3.76M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
14.5K+ 46.25% |
$1.5M - $1.77M
|
45.8K
$5.07M
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
12.3K+ 9.59% |
$1.28M - $1.5M
|
140K
$15.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.7K+ 25.11% |
$1.11M - $1.31M
|
53.3K
$5.91M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10KNew |
$1.04M - $1.23M
|
10K
$1.11M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.23KNew |
$751K - $884K
|
7.23K
$801K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.26K+ 4.77% |
$651K - $766K
|
138K
$15.2M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.03K+ 2972.41% |
$627K - $738K
|
6.24K
$691K
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
5.09K+ 8.68% |
$529K - $623K
|
63.7K
$7.06M
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
4.52K+ 58.9% |
$470K - $553K
|
12.2K
$1.35M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.23K+ 43.37% |
$336K - $395K
|
10.7K
$1.18M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.71KNew |
$282K - $332K
|
2.71K
$301K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.67KNew |
$277K - $326K
|
2.67K
$296K
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.49KNew |
$259K - $305K
|
2.49K
$276K
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.43K+ 6.96% |
$253K - $297K
|
37.4K
$4.14M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.27K+ 4.54% |
$236K - $278K
|
52.3K
$5.79M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.77K+ 347.84% |
$184K - $217K
|
2.28K
$253K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.7K+ 7.81% |
$177K - $208K
|
23.4K
$2.6M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.67K+ 8.42% |
$173K - $204K
|
21.5K
$2.38M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.41K+ 13.01% |
$146K - $172K
|
12.2K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 3.98% |
$139K - $164K
|
34.9K
$3.87M
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.04K+ 41.11% |
$108K - $128K
|
3.58K
$397K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
825+ 35.02% |
$85.8K - $101K
|
3.18K
$353K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
626+ 6.01% |
$65.1K - $76.6K
|
11K
$1.22M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
620+ 476.92% |
$64.5K - $75.9K
|
750
$83.1K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
594+ 14.23% |
$61.8K - $72.7K
|
4.77K
$529K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
550+ 21.4% |
$57.2K - $67.3K
|
3.12K
$346K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
544+ 1700.0% |
$56.6K - $66.6K
|
576
$63.8K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
527+ 18.37% |
$54.8K - $64.5K
|
3.4K
$376K
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
498+ 5.56% |
$51.8K - $60.9K
|
9.45K
$1.05M
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
363+ 4.31% |
$37.7K - $44.4K
|
8.79K
$974K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
347+ 0.19% |
$36.1K - $42.5K
|
181K
$20M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
331+ 3.6% |
$34.4K - $40.5K
|
9.53K
$1.06M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
323+ 6.01% |
$33.6K - $39.5K
|
5.7K
$632K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
224+ 8.05% |
$23.3K - $27.4K
|
3.01K
$333K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
220+ 4.73% |
$22.9K - $26.9K
|
4.87K
$540K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
206New |
$21.4K - $25.2K
|
206
$22.8K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
185New |
$19.2K - $22.6K
|
185
$20.5K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
159+ 0.86% |
$16.5K - $19.5K
|
18.8K
$2.08M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
138+ 1.44% |
$14.3K - $16.9K
|
9.69K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
105+ 0.63% |
$10.9K - $12.8K
|
16.8K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
96New |
$9.98K - $11.7K
|
96
$10.6K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81+ 9.17% |
$8.42K - $9.91K
|
964
$107K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53+ 0.39% |
$5.51K - $6.49K
|
13.8K
$1.53M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
45+ 0.82% |
$4.68K - $5.51K
|
5.52K
$612K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
43+ 0.85% |
$4.47K - $5.26K
|
5.08K
$563K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.14% |
$4.26K - $5.02K
|
30K
$3.32M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
30+ 176.47% |
$3.12K - $3.67K
|
47
$5.21K
|