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 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
198+ 2.56% |
$17.5K - $21.7K
|
7.93K
$925K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
187+ 0.39% |
$16.6K - $20.5K
|
48.8K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
184+ 5.25% |
$16.3K - $20.1K
|
3.69K
$430K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
184+ 4.38% |
$16.3K - $20.1K
|
4.39K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
162+ 0.9% |
$14.3K - $17.7K
|
18.2K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
156+ 151.46% |
$13.8K - $17.1K
|
259
$30.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
153+ 6.03% |
$13.6K - $16.7K
|
2.69K
$314K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
135New |
$12K - $14.8K
|
135
$15.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
123New |
$10.9K - $13.5K
|
123
$14.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
95+ 3.28% |
$8.42K - $10.4K
|
2.99K
$349K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
95+ 3.28% |
$8.42K - $10.4K
|
2.99K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
86+ 0.07% |
$7.62K - $9.41K
|
115K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
80+ 0.83% |
$7.09K - $8.76K
|
9.7K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$177 - $219
|
2
$233
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$177 - $219
|
2
$233
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.6% |
$88.6 - $109
|
167
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1- 0.03% |
$88.6 - $109
|
2.88K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$531 - $657
|
5.94K
$692K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.42% |
$1.77K - $2.19K
|
4.71K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-69- 3.08% |
$6.11K - $7.55K
|
2.17K
$253K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-76- 2.06% |
$6.73K - $8.32K
|
3.61K
$421K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-92- 5.65% |
$8.15K - $10.1K
|
1.54K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-185- 8.38% |
$16.4K - $20.2K
|
2.02K
$236K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-191- 46.7% |
$16.9K - $20.9K
|
218
$25.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-280- 27.89% |
$24.8K - $30.6K
|
724
$84.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-297- 5.93% |
$26.3K - $32.5K
|
4.71K
$549K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-305- 2.93% |
$27K - $33.4K
|
10.1K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-306- 9.94% |
$27.1K - $33.5K
|
2.77K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-333- 7.21% |
$29.5K - $36.4K
|
4.29K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-336- 3.66% |
$29.8K - $36.8K
|
8.84K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-395- 1.92% |
$35K - $43.2K
|
20.2K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-448Closed |
$39.7K - $49K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-482- 7.83% |
$42.7K - $52.8K
|
5.68K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-524- 11.09% |
$46.4K - $57.3K
|
4.2K
$490K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-529- 10.37% |
$46.9K - $57.9K
|
4.57K
$533K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-601- 2.16% |
$53.2K - $65.8K
|
27.3K
$3.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-608- 0.82% |
$53.9K - $66.5K
|
74K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-680- 30.36% |
$60.2K - $74.4K
|
1.56K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-706- 31.38% |
$62.5K - $77.3K
|
1.54K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-925- 5.1% |
$81.9K - $101K
|
17.2K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.01K- 2.61% |
$89.2K - $110K
|
37.5K
$4.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.43K- 14.54% |
$126K - $156K
|
8.4K
$979K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.07K- 50.97% |
$183K - $226K
|
1.99K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.15K- 51.25% |
$190K - $235K
|
2.04K
$238K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.58K- 18.34% |
$229K - $282K
|
11.5K
$1.34M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.83K- 1.34% |
$251K - $310K
|
209K
$24.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 68.35% |
$1.05M - $1.29M
|
5.47K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 76.33% |
$1.49M - $1.85M
|
5.23K
$610K
|