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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
14.8K+ 100.0% |
$1.25M - $2.92M
|
29.6K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 208.15% |
$1.21M - $2.82M
|
21.1K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
14.2K+ 101.36% |
$1.2M - $2.8M
|
28.2K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.8K+ 74.93% |
$1.17M - $2.72M
|
32.2K
$3.48M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.7K+ 1383.84% |
$1.16M - $2.7M
|
14.7K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.7K+ 126.58% |
$1.16M - $2.7M
|
24.4K
$2.65M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
13.5K+ 112.04% |
$1.14M - $2.66M
|
25.5K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.1K+ 113.98% |
$1.11M - $2.59M
|
24.6K
$2.67M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
12.9K+ 92.89% |
$1.1M - $2.55M
|
26.9K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 167.72% |
$1.04M - $2.43M
|
19.6K
$2.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12K+ 98.81% |
$1.02M - $2.37M
|
24.2K
$2.62M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
10.8K+ 100.0% |
$913K - $2.13M
|
21.6K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.4K+ 100.0% |
$879K - $2.05M
|
20.8K
$2.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.3K+ 371.45% |
$870K - $2.03M
|
13K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.73K+ 125.76% |
$824K - $1.92M
|
17.5K
$1.89M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.68K+ 203.73% |
$820K - $1.91M
|
14.4K
$1.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9.62K+ 100.0% |
$815K - $1.9M
|
19.2K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.56K+ 234.03% |
$810K - $1.89M
|
13.6K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
9.24K+ 99.61% |
$783K - $1.82M
|
18.5K
$2M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.07KNew |
$768K - $1.79M
|
9.07K
$982K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9.05K+ 100.0% |
$767K - $1.79M
|
18.1K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.84K+ 137.69% |
$749K - $1.74M
|
15.3K
$1.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
8.71K+ 100.0% |
$738K - $1.72M
|
17.4K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.64K+ 104.36% |
$732K - $1.7M
|
16.9K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
BUY
|
- |
8.4K+ 114.83% |
$712K - $1.66M
|
15.7K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.68K+ 146.89% |
$650K - $1.52M
|
12.9K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.46K+ 92.56% |
$632K - $1.47M
|
15.5K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7.23K+ 100.0% |
$613K - $1.43M
|
14.5K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.09K+ 99.97% |
$601K - $1.4M
|
14.2K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.75KNew |
$572K - $1.33M
|
6.75K
$731K
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
6.55K+ 92.4% |
$555K - $1.29M
|
13.6K
$1.48M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.51K+ 28.7% |
$552K - $1.28M
|
29.2K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.51K+ 70.86% |
$551K - $1.28M
|
15.7K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.15K+ 109.97% |
$521K - $1.21M
|
11.7K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.11KNew |
$517K - $1.21M
|
6.11K
$661K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.07K+ 92.71% |
$514K - $1.2M
|
12.6K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.61K+ 165.53% |
$475K - $1.11M
|
9K
$974K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5.55K+ 96.47% |
$470K - $1.1M
|
11.3K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
5.47K+ 100.0% |
$463K - $1.08M
|
10.9K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
5.45K+ 99.96% |
$462K - $1.08M
|
10.9K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.34K+ 106.51% |
$452K - $1.05M
|
10.3K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
5.31K+ 82.8% |
$450K - $1.05M
|
11.7K
$1.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.22K+ 99.94% |
$442K - $1.03M
|
10.4K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
5.05K+ 91.61% |
$428K - $998K
|
10.6K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.75K+ 100.0% |
$402K - $937K
|
9.5K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.6KNew |
$390K - $908K
|
4.6K
$498K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.6KNew |
$390K - $908K
|
4.6K
$498K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.58K+ 36.88% |
$388K - $904K
|
17K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.57K+ 261.14% |
$387K - $902K
|
6.32K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.56K+ 100.0% |
$386K - $900K
|
9.12K
$988K
|