Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
9.77K+ 6.87% |
$922K - $1.08M
|
152K
$14.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.4K+ 11.75% |
$792K - $928K
|
79.9K
$7.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7.78KNew |
$734K - $859K
|
7.78K
$747K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.65K+ 2.98% |
$345K - $404K
|
126K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.2KNew |
$302K - $353K
|
3.2K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.19KNew |
$207K - $242K
|
2.19K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.69K+ 26.8% |
$159K - $186K
|
7.99K
$767K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.34K+ 7.72% |
$126K - $148K
|
18.7K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.31K+ 9.37% |
$123K - $144K
|
15.2K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.18K+ 6.44% |
$111K - $130K
|
19.5K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
180+ 2.92% |
$17K - $19.9K
|
6.35K
$609K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
125+ 3.12% |
$11.8K - $13.8K
|
4.13K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
105+ 3.3% |
$9.9K - $11.6K
|
3.29K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26New |
$2.45K - $2.87K
|
26
$2.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-11- 0.04% |
$1.04K - $1.22K
|
24.7K
$2.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-26- 0.52% |
$2.45K - $2.87K
|
5.02K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37- 0.3% |
$3.49K - $4.09K
|
12.5K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-76- 55.47% |
$7.17K - $8.39K
|
61
$5.86K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 2.18% |
$9.71K - $11.4K
|
4.63K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-520- 77.27% |
$49K - $57.4K
|
153
$14.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.8K- 78.86% |
$170K - $199K
|
483
$46.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51.8K- 99.97% |
$4.88M - $5.72M
|
13
$1.25K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-442K- 27.15% |
$41.7M - $48.9M
|
1.19M
$114M
|