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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
539K+ 1233.14% |
$50.9M - $59.6M
|
583K
$56.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
237K+ 729.55% |
$22.4M - $26.2M
|
270K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
52.1K+ 145.04% |
$4.91M - $5.75M
|
88K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.5K+ 13.18% |
$4.2M - $4.92M
|
382K
$37.2M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
43.3K+ 37.61% |
$4.08M - $4.78M
|
158K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
40.7K+ 63.54% |
$3.83M - $4.49M
|
105K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.7K+ 273.79% |
$2.99M - $3.5M
|
43.2K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.7K+ 17.79% |
$2.8M - $3.28M
|
196K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.8K+ 4.82% |
$2.72M - $3.19M
|
628K
$61.1M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
22.7KNew |
$2.14M - $2.5M
|
22.7K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.5K+ 19.82% |
$2.02M - $2.37M
|
130K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.1K+ 8.9% |
$1.99M - $2.33M
|
258K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.9KNew |
$1.97M - $2.31M
|
20.9K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19.7K+ 56.84% |
$1.86M - $2.18M
|
54.4K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.3K+ 2.54% |
$1.73M - $2.02M
|
740K
$72M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
18.1K+ 19.96% |
$1.7M - $1.99M
|
109K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18K+ 7.3% |
$1.69M - $1.98M
|
264K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
16.1KNew |
$1.51M - $1.77M
|
16.1K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15K+ 47.89% |
$1.42M - $1.66M
|
46.3K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.4KNew |
$1.26M - $1.47M
|
13.4K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.4K+ 47.11% |
$1.16M - $1.36M
|
38.6K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.1K+ 22.0% |
$1.05M - $1.23M
|
61.7K
$6.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4KNew |
$976K - $1.14M
|
10.4K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.81K+ 149.13% |
$925K - $1.08M
|
16.4K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
9.77K+ 6.87% |
$922K - $1.08M
|
152K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
8.74KNew |
$824K - $965K
|
8.74K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7K+ 145.0% |
$821K - $961K
|
14.7K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.4K+ 11.75% |
$792K - $928K
|
79.9K
$7.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7.78KNew |
$734K - $859K
|
7.78K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.68K+ 73.14% |
$724K - $848K
|
18.2K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.48K+ 11.94% |
$706K - $827K
|
70.2K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.35K+ 5.02% |
$694K - $812K
|
154K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.09K+ 32.73% |
$668K - $783K
|
28.7K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.83K+ 229.68% |
$644K - $755K
|
9.81K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 11.38% |
$461K - $540K
|
47.8K
$4.65M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.51K+ 33.36% |
$426K - $498K
|
18K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.22KNew |
$398K - $466K
|
4.22K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.15K+ 2.07% |
$391K - $458K
|
205K
$19.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.65K+ 2.98% |
$345K - $404K
|
126K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.2KNew |
$302K - $353K
|
3.2K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.12K+ 36.0% |
$294K - $345K
|
11.8K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.92K+ 46.41% |
$275K - $322K
|
9.2K
$895K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$271K - $317K
|
2.87K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.81K+ 2.55% |
$265K - $311K
|
113K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.62K+ 1855.32% |
$247K - $289K
|
2.76K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.6KNew |
$246K - $288K
|
2.6K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 43.37% |
$237K - $277K
|
8.3K
$808K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.46K+ 4.18% |
$232K - $272K
|
61.3K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.42K+ 122.45% |
$228K - $268K
|
4.4K
$428K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.4K+ 147.7% |
$227K - $265K
|
4.03K
$392K
|