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 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
180+ 2.92% |
$17K - $19.9K
|
6.35K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
164+ 6.26% |
$15.5K - $18.1K
|
2.78K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
135+ 0.78% |
$12.7K - $14.9K
|
17.4K
$1.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
125+ 3.12% |
$11.8K - $13.8K
|
4.13K
$458K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
125+ 2.89% |
$11.8K - $13.8K
|
4.44K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
125New |
$11.8K - $13.8K
|
125
$13.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
123+ 0.34% |
$11.6K - $13.6K
|
36K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
120+ 1.06% |
$11.3K - $13.3K
|
11.4K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
118New |
$11.1K - $13K
|
118
$13.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
115+ 3.27% |
$10.8K - $12.7K
|
3.63K
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
108+ 1.87% |
$10.2K - $11.9K
|
5.89K
$654K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
105+ 3.3% |
$9.9K - $11.6K
|
3.29K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
100+ 0.28% |
$9.43K - $11K
|
36.2K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
100+ 1.11% |
$9.43K - $11K
|
9.11K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 4.56% |
$9.24K - $10.8K
|
2.25K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
97New |
$9.15K - $10.7K
|
97
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
97+ 1.89% |
$9.15K - $10.7K
|
5.22K
$580K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
80+ 28.57% |
$7.55K - $8.84K
|
360
$40K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 70.0% |
$6.6K - $7.73K
|
170
$18.9K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
66+ 1.75% |
$6.23K - $7.29K
|
3.83K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
58+ 0.45% |
$5.47K - $6.41K
|
13K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 21.1% |
$4.72K - $5.52K
|
287
$31.9K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
48New |
$4.53K - $5.3K
|
48
$5.33K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
47+ 2.23% |
$4.43K - $5.19K
|
2.15K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 0.09% |
$3.49K - $4.09K
|
39.2K
$4.35M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31+ 22.46% |
$2.92K - $3.42K
|
169
$18.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26New |
$2.45K - $2.87K
|
26
$2.89K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
25+ 0.28% |
$2.36K - $2.76K
|
9.02K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24New |
$2.26K - $2.65K
|
24
$2.66K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
18+ 180.0% |
$1.7K - $1.99K
|
28
$3.11K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
18+ 0.8% |
$1.7K - $1.99K
|
2.28K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.13% |
$1.51K - $1.77K
|
11.9K
$1.32M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16New |
$1.51K - $1.77K
|
16
$1.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
16+ 0.23% |
$1.51K - $1.77K
|
7.03K
$780K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
14+ 0.24% |
$1.32K - $1.55K
|
5.91K
$656K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$943 - $1.1K
|
10
$1.11K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4+ 0.05% |
$377 - $442
|
8.59K
$954K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.03% |
$94.3 - $110
|
3.15K
$350K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-11- 0.04% |
$1.04K - $1.22K
|
24.7K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-16- 0.1% |
$1.51K - $1.77K
|
15.7K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25- 1.71% |
$2.36K - $2.76K
|
1.44K
$159K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-26- 0.52% |
$2.45K - $2.87K
|
5.02K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28- 1.57% |
$2.64K - $3.09K
|
1.75K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-35- 0.66% |
$3.3K - $3.87K
|
5.26K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-37- 0.3% |
$3.49K - $4.09K
|
12.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-42- 0.74% |
$3.96K - $4.64K
|
5.65K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-57- 0.16% |
$5.38K - $6.3K
|
36.7K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-65- 2.84% |
$6.13K - $7.18K
|
2.22K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-74- 0.31% |
$6.98K - $8.17K
|
24K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-74- 13.41% |
$6.98K - $8.17K
|
478
$53.1K
|