Purchases and Sales Made in Q1 2023 in Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 ETF (VIOO) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.43M+ 106.6% |
$121M - $282M
|
2.77M
$300M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
727K+ 121.25% |
$61.6M - $144M
|
1.33M
$144M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
482K+ 115.41% |
$40.8M - $95.1M
|
899K
$97.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
337K+ 97.98% |
$28.6M - $66.6M
|
681K
$73.8M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
230K+ 100.14% |
$19.5M - $45.5M
|
460K
$49.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
226K+ 110.34% |
$19.2M - $44.7M
|
431K
$46.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
193K+ 116.88% |
$16.4M - $38.1M
|
358K
$38.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153K+ 100.95% |
$12.9M - $30.1M
|
304K
$32.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
143K+ 99.57% |
$12.2M - $28.3M
|
288K
$31.1M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
141K+ 95.95% |
$12M - $27.9M
|
288K
$31.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132K+ 87.6% |
$11.2M - $26.1M
|
283K
$30.7M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
123K+ 95.84% |
$10.5M - $24.3M
|
252K
$27.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
123K+ 84.85% |
$10.4M - $24.3M
|
268K
$29M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
93.3K+ 24488.98% |
$7.91M - $18.4M
|
93.7K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
84.8K+ 105.33% |
$7.19M - $16.7M
|
165K
$17.9M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
79.6K+ 112.74% |
$6.75M - $15.7M
|
150K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.3K+ 108.86% |
$6.04M - $14.1M
|
137K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
68.6K+ 84.62% |
$5.81M - $13.5M
|
150K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
62.8K+ 2894.61% |
$5.32M - $12.4M
|
65K
$7.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
57.3K+ 131.03% |
$4.85M - $11.3M
|
101K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
54K+ 141.41% |
$4.57M - $10.7M
|
92.1K
$9.98M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.9K+ 118.18% |
$4.56M - $10.6M
|
99.4K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.5K+ 1681.1% |
$4.2M - $9.78M
|
52.5K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.8K+ 138.94% |
$4.13M - $9.63M
|
83.9K
$9.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
44.7K+ 115.49% |
$3.78M - $8.82M
|
83.3K
$9.02M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
39.4K+ 1728.99% |
$3.34M - $7.77M
|
41.6K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
36.7K+ 117.84% |
$3.11M - $7.24M
|
67.8K
$7.34M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.9K+ 115.3% |
$3.04M - $7.09M
|
67.1K
$7.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
35.9K+ 51.58% |
$3.04M - $7.09M
|
106K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
35.3K+ 89.24% |
$2.99M - $6.98M
|
74.9K
$8.11M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.2K+ 98.73% |
$2.9M - $6.76M
|
68.9K
$7.47M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.3K+ 170.09% |
$2.74M - $6.37M
|
51.3K
$5.55M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.3K+ 170.09% |
$2.74M - $6.37M
|
51.3K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.3K+ 109.31% |
$2.65M - $6.17M
|
59.9K
$6.48M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
31.1K+ 88.11% |
$2.64M - $6.15M
|
66.5K
$7.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.5K+ 83.32% |
$2.33M - $5.44M
|
60.6K
$6.56M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
26.9K+ 170.41% |
$2.28M - $5.31M
|
42.7K
$4.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
24.9K+ 101.58% |
$2.11M - $4.91M
|
49.4K
$5.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.6K+ 194.61% |
$2M - $4.65M
|
35.7K
$3.86M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
23.1K+ 296.77% |
$1.95M - $4.55M
|
30.8K
$3.34M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.7K+ 1603.04% |
$1.92M - $4.47M
|
24.1K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.6K+ 115.04% |
$1.83M - $4.27M
|
40.4K
$4.38M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.6K+ 103.21% |
$1.83M - $4.26M
|
42.5K
$4.6M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
21.2K+ 648.23% |
$1.8M - $4.19M
|
24.5K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
19.3K+ 100.0% |
$1.64M - $3.81M
|
38.6K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.5K+ 86.79% |
$1.57M - $3.65M
|
39.8K
$4.31M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.6KNew |
$1.49M - $3.48M
|
17.6K
$1.91M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
17.5K+ 47.46% |
$1.49M - $3.46M
|
54.5K
$5.91M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
16K+ 100.0% |
$1.36M - $3.16M
|
32K
$3.47M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.3K+ 99.99% |
$1.3M - $3.02M
|
30.6K
$3.32M
|