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 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
2.39K+ 7.89% |
$226K - $264K
|
32.7K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.38KNew |
$224K - $263K
|
2.38K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.38KNew |
$224K - $263K
|
2.38K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.36KNew |
$223K - $261K
|
2.36K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.25KNew |
$213K - $249K
|
2.25K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.19KNew |
$207K - $242K
|
2.19K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.17K+ 9.17% |
$204K - $239K
|
25.8K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.08K+ 7.85% |
$196K - $230K
|
28.6K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.81K+ 18.69% |
$171K - $200K
|
11.5K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.78K+ 3.99% |
$168K - $197K
|
46.4K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 75.37% |
$160K - $187K
|
3.94K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.69K+ 26.8% |
$159K - $186K
|
7.99K
$777K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62K+ 16.35% |
$153K - $179K
|
11.5K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.61K+ 32.47% |
$152K - $178K
|
6.57K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 12.84% |
$151K - $177K
|
14.1K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.52K+ 2.78% |
$144K - $168K
|
56.3K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
1.5K+ 6.54% |
$142K - $166K
|
24.4K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.49K+ 0.37% |
$141K - $165K
|
405K
$39.4M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.48K+ 2.0% |
$140K - $163K
|
75.6K
$7.36M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 18.66% |
$139K - $163K
|
9.36K
$911K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.34K+ 7.72% |
$126K - $148K
|
18.7K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.31K+ 143.96% |
$124K - $145K
|
2.22K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.31K+ 9.37% |
$123K - $144K
|
15.2K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.25K+ 6.85% |
$118K - $138K
|
19.5K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.18K+ 6.44% |
$111K - $130K
|
19.5K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
1.13K+ 32.74% |
$106K - $125K
|
4.57K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
916+ 34.66% |
$86.4K - $101K
|
3.56K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
887+ 3.8% |
$83.7K - $98K
|
24.2K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
649+ 9.46% |
$61.2K - $71.7K
|
7.51K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
620+ 18.74% |
$58.5K - $68.5K
|
3.93K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
610+ 10.43% |
$57.5K - $67.4K
|
6.46K
$629K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
580+ 10.06% |
$54.7K - $64.1K
|
6.35K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
525+ 14.42% |
$49.5K - $58K
|
4.17K
$405K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
516New |
$48.7K - $57K
|
516
$50.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
510+ 2.96% |
$48.1K - $56.3K
|
17.7K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
458+ 6.98% |
$43.2K - $50.6K
|
7.02K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
366New |
$34.5K - $40.4K
|
366
$35.6K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
300New |
$28.3K - $33.1K
|
300
$29.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
298New |
$28.1K - $32.9K
|
298
$29K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
266+ 1.81% |
$25.1K - $29.4K
|
15K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
244+ 7.83% |
$23K - $27K
|
3.36K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
236+ 6.13% |
$22.3K - $26.1K
|
4.08K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
225+ 6.63% |
$21.2K - $24.9K
|
3.62K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
212New |
$20K - $23.4K
|
212
$20.6K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
209+ 6.04% |
$19.7K - $23.1K
|
3.67K
$357K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
190+ 4.01% |
$17.9K - $21K
|
4.93K
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
180+ 2.92% |
$17K - $19.9K
|
6.35K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
164+ 6.26% |
$15.5K - $18.1K
|
2.78K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
135+ 0.78% |
$12.7K - $14.9K
|
17.4K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
125New |
$11.8K - $13.8K
|
125
$12.2K
|