Purchases and Sales Made in Q1 2024 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 2024. 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 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
117+ 0.13% |
$11K - $11.9K
|
91.5K
$9.94M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
114New |
$10.7K - $11.6K
|
114
$12.4K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108+ 5.2% |
$10.1K - $11K
|
2.18K
$237K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
108+ 61.02% |
$10.1K - $11K
|
285
$30.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
105+ 2.0% |
$9.84K - $10.7K
|
5.36K
$582K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
90+ 3.53% |
$8.43K - $9.14K
|
2.64K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
84+ 0.71% |
$7.87K - $8.53K
|
11.9K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
78+ 0.72% |
$7.31K - $7.92K
|
11K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
75+ 2.19% |
$7.03K - $7.61K
|
3.5K
$380K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
67+ 0.11% |
$6.28K - $6.8K
|
61.3K
$6.66M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62+ 0.21% |
$5.81K - $6.29K
|
29.9K
$3.24M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
58+ 25.66% |
$5.43K - $5.89K
|
284
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
43+ 0.13% |
$4.03K - $4.36K
|
33K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
43+ 97.73% |
$4.03K - $4.36K
|
87
$9.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 2.89% |
$3.09K - $3.35K
|
1.18K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31+ 0.01% |
$2.9K - $3.15K
|
431K
$46.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25+ 0.21% |
$2.34K - $2.54K
|
12K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24New |
$2.25K - $2.44K
|
24
$2.61K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$2.06K - $2.23K
|
22
$2.39K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16+ 0.43% |
$1.5K - $1.62K
|
3.77K
$410K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
15+ 0.04% |
$1.41K - $1.52K
|
40.9K
$4.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.05% |
$562 - $609
|
12.4K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 22.22% |
$187 - $203
|
11
$1.19K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$93.7 - $102
|
2.45K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-3- 60.0% |
$281 - $305
|
2
$217
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10- 0.17% |
$937 - $1.02K
|
5.79K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-14- 0.22% |
$1.31K - $1.42K
|
6.37K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 2.17% |
$2.25K - $2.44K
|
1.08K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24- 0.27% |
$2.25K - $2.44K
|
8.76K
$951K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-25- 11.42% |
$2.34K - $2.54K
|
194
$21.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-30- 45.45% |
$2.81K - $3.05K
|
36
$3.91K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-35- 1.99% |
$3.28K - $3.55K
|
1.72K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-44- 0.74% |
$4.12K - $4.47K
|
5.89K
$640K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-45- 10.07% |
$4.22K - $4.57K
|
402
$43.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-64- 0.37% |
$6K - $6.5K
|
17.5K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-70- 1.97% |
$6.56K - $7.11K
|
3.49K
$378K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-79- 1.22% |
$7.4K - $8.02K
|
6.38K
$693K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-95- 1.66% |
$8.9K - $9.64K
|
5.63K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-115- 7.38% |
$10.8K - $11.7K
|
1.44K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-117- 96.69% |
$11K - $11.9K
|
4
$434
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-149- 4.55% |
$14K - $15.1K
|
3.12K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-182- 4.99% |
$17.1K - $18.5K
|
3.46K
$376K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-187- 3.15% |
$17.5K - $19K
|
5.75K
$624K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-199- 5.61% |
$18.6K - $20.2K
|
3.35K
$363K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-199- 6.86% |
$18.6K - $20.2K
|
2.7K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-200- 4.77% |
$18.7K - $20.3K
|
4K
$434K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-206- 3.32% |
$19.3K - $20.9K
|
6K
$651K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-208- 0.97% |
$19.5K - $21.1K
|
21.3K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-224- 4.18% |
$21K - $22.7K
|
5.13K
$557K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-260- 0.64% |
$24.4K - $26.4K
|
40.2K
$4.36M
|