Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
176K+ 2943.25% |
$15.6M - $19.2M
|
182K
$22.2M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.2KNew |
$6.58M - $8.13M
|
74.2K
$9.08M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
44.5KNew |
$3.94M - $4.87M
|
44.5K
$5.44M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.9K+ 22.9% |
$3.44M - $4.26M
|
209K
$25.5M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.2K+ 23.16% |
$2.23M - $2.75M
|
134K
$16.4M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
22.8K+ 1448.82% |
$2.02M - $2.49M
|
24.3K
$2.97M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.7K+ 42.6% |
$1.74M - $2.15M
|
65.8K
$8.04M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3K+ 93.72% |
$1.44M - $1.78M
|
33.7K
$4.12M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$1.23M - $1.51M
|
13.8K
$1.69M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8KNew |
$1.22M - $1.51M
|
13.8K
$1.69M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 10.14% |
$988K - $1.22M
|
121K
$14.8M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 10.4% |
$920K - $1.14M
|
110K
$13.5M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.28KNew |
$556K - $687K
|
6.28K
$767K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.7K+ 82.48% |
$505K - $624K
|
12.6K
$1.54M
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.58K+ 61.83% |
$494K - $611K
|
14.6K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.48KNew |
$486K - $600K
|
5.48K
$670K
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
5.33K+ 35.59% |
$472K - $583K
|
20.3K
$2.48M
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
4.41KNew |
$390K - $482K
|
4.41K
$539K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.22K+ 5.2% |
$374K - $462K
|
85.4K
$10.4M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.98KNew |
$352K - $435K
|
3.98K
$486K
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
3.2K+ 56.78% |
$284K - $350K
|
8.84K
$1.08M
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2.89K+ 5.79% |
$256K - $317K
|
52.8K
$6.46M
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
2.86KNew |
$254K - $313K
|
2.86K
$350K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.62K+ 7.98% |
$232K - $287K
|
35.4K
$4.33M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$228K - $281K
|
2.57K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.57KNew |
$228K - $281K
|
2.57K
$314K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.57K+ 8.12% |
$228K - $281K
|
34.2K
$4.18M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.47K+ 15.83% |
$219K - $270K
|
18.1K
$2.21M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.32K+ 27.23% |
$205K - $253K
|
10.8K
$1.32M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.24KNew |
$198K - $245K
|
2.24K
$273K
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.22KNew |
$197K - $243K
|
2.22K
$271K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.19K+ 19.07% |
$194K - $239K
|
13.7K
$1.67M
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.02KNew |
$179K - $221K
|
2.02K
$247K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.81K+ 10.13% |
$161K - $198K
|
19.7K
$2.41M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 19.52% |
$128K - $158K
|
8.83K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.14K+ 16.91% |
$101K - $125K
|
7.87K
$963K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
981+ 3.37% |
$86.9K - $107K
|
30.1K
$3.68M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
907+ 5.33% |
$80.3K - $99.3K
|
17.9K
$2.19M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
806+ 2.19% |
$71.4K - $88.2K
|
37.6K
$4.6M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
754+ 6.08% |
$66.8K - $82.5K
|
13.1K
$1.61M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
695New |
$61.6K - $76.1K
|
695
$85K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
557New |
$49.3K - $61K
|
557
$68.1K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
460+ 3.05% |
$40.7K - $50.3K
|
15.5K
$1.9M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
447+ 1.16% |
$39.6K - $48.9K
|
39.1K
$4.78M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
447New |
$39.6K - $48.9K
|
447
$54.6K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
421+ 13.1% |
$37.3K - $46.1K
|
3.63K
$444K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
384+ 3.55% |
$34K - $42K
|
11.2K
$1.37M
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
283+ 0.86% |
$25.1K - $31K
|
33.4K
$4.08M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
200New |
$17.7K - $21.9K
|
200
$24.4K
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
198+ 2.56% |
$17.5K - $21.7K
|
7.93K
$970K
|