Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.9K+ 23.09% |
$2.99M - $3.31M
|
170K
$20M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28K+ 34.11% |
$2.62M - $2.91M
|
110K
$13M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.3KNew |
$1.62M - $1.8M
|
17.3K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 48.36% |
$1.41M - $1.56M
|
46.1K
$5.44M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 14.01% |
$1.25M - $1.39M
|
109K
$12.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 10.81% |
$1.06M - $1.17M
|
115K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.07K+ 57.47% |
$756K - $839K
|
22.1K
$2.61M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.86K+ 65.15% |
$643K - $714K
|
17.4K
$2.05M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.74KNew |
$631K - $701K
|
6.74K
$794K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.92K+ 190.07% |
$554K - $616K
|
9.03K
$1.06M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$460K - $511K
|
4.91K
$578K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.16K+ 36.39% |
$390K - $433K
|
15.6K
$1.84M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.06KNew |
$380K - $422K
|
4.06K
$479K
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3.81K+ 34.13% |
$357K - $396K
|
15K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.08KNew |
$289K - $321K
|
3.08K
$363K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.75K+ 8.07% |
$258K - $286K
|
36.8K
$4.34M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.16KNew |
$202K - $224K
|
2.16K
$254K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.86K+ 14.05% |
$174K - $193K
|
15.1K
$1.78M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.85K+ 11.42% |
$173K - $192K
|
18K
$2.12M
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.83K+ 5.84% |
$171K - $190K
|
33.1K
$3.9M
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.82K+ 2.5% |
$171K - $190K
|
74.6K
$8.79M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.44K+ 180.0% |
$135K - $150K
|
2.24K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.28K+ 6.6% |
$119K - $133K
|
20.6K
$2.43M
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.21K+ 40.67% |
$113K - $126K
|
4.19K
$493K
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 8.53% |
$104K - $115K
|
14.1K
$1.66M
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.04KNew |
$97.5K - $108K
|
1.04K
$123K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1KNew |
$93.7K - $104K
|
1K
$118K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
713+ 2.63% |
$66.8K - $74.2K
|
27.9K
$3.29M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
706+ 45.73% |
$66.2K - $73.5K
|
2.25K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
598+ 2.1% |
$56K - $62.2K
|
29.1K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
586+ 9.26% |
$54.9K - $61K
|
6.92K
$815K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
528+ 1.39% |
$49.5K - $54.9K
|
38.6K
$4.56M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
494+ 7.17% |
$46.3K - $51.4K
|
7.39K
$871K
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
452+ 4.36% |
$42.4K - $47K
|
10.8K
$1.28M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
346+ 13.56% |
$32.4K - $36K
|
2.9K
$342K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
313+ 9.28% |
$29.3K - $32.6K
|
3.69K
$434K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
213+ 9.17% |
$20K - $22.2K
|
2.54K
$299K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
175+ 12.54% |
$16.4K - $18.2K
|
1.57K
$185K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
165+ 8250.0% |
$15.5K - $17.2K
|
167
$19.7K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
156+ 0.48% |
$14.6K - $16.2K
|
32.8K
$3.87M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
138+ 4.3% |
$12.9K - $14.4K
|
3.35K
$394K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
110New |
$10.3K - $11.4K
|
110
$13K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
110+ 2.38% |
$10.3K - $11.4K
|
4.73K
$558K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
103New |
$9.65K - $10.7K
|
103
$12.1K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69+ 0.61% |
$6.47K - $7.18K
|
11.5K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
60+ 1.29% |
$5.62K - $6.24K
|
4.73K
$557K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
55+ 0.6% |
$5.15K - $5.72K
|
9.17K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48+ 0.97% |
$4.5K - $5K
|
5.01K
$591K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23+ 0.72% |
$2.16K - $2.39K
|
3.21K
$379K
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
19+ 0.34% |
$1.78K - $1.98K
|
5.64K
$665K
|