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 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-147- 4.55% |
$13.9K - $16.2K
|
3.09K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-150- 2.96% |
$14.1K - $16.6K
|
4.91K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-155- 1.09% |
$14.6K - $17.1K
|
14K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-164- 0.9% |
$15.5K - $18.1K
|
18K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-173- 99.43% |
$16.3K - $19.1K
|
1
$97.3
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-207- 6.03% |
$19.5K - $22.9K
|
3.23K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-218- 5.93% |
$20.6K - $24.1K
|
3.46K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-261- 42.58% |
$24.6K - $28.8K
|
352
$34.3K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-315- 5.19% |
$29.7K - $34.8K
|
5.76K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-348- 8.48% |
$32.8K - $38.4K
|
3.75K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400Closed |
$37.7K - $44.2K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-404- 0.44% |
$38.1K - $44.6K
|
90.8K
$8.83M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-427- 2.24% |
$40.3K - $47.2K
|
18.6K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-427- 0.84% |
$40.3K - $47.2K
|
50.1K
$4.88M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-476- 5.04% |
$44.9K - $52.6K
|
8.97K
$873K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-477- 3.93% |
$45K - $52.7K
|
11.7K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-480- 15.46% |
$45.3K - $53K
|
2.62K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-480- 15.46% |
$45.3K - $53K
|
2.62K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-503- 18.99% |
$47.4K - $55.6K
|
2.15K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-514- 5.97% |
$48.5K - $56.8K
|
8.1K
$788K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-520- 77.27% |
$49K - $57.4K
|
153
$14.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-522- 10.45% |
$49.2K - $57.7K
|
4.47K
$435K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-558- 10.56% |
$52.6K - $61.6K
|
4.73K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-567- 4.85% |
$53.5K - $62.6K
|
11.1K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-616- 18.69% |
$58.1K - $68K
|
2.68K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-620- 2.33% |
$58.5K - $68.5K
|
26K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-625- 13.88% |
$58.9K - $69K
|
3.88K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-764- 81.97% |
$72.1K - $84.4K
|
168
$16.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-773- 4.66% |
$72.9K - $85.4K
|
15.8K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-933- 2.13% |
$88K - $103K
|
42.9K
$4.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-997- 9.28% |
$94K - $110K
|
9.74K
$948K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.03K- 48.1% |
$96.7K - $113K
|
1.11K
$108K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.1K- 13.36% |
$104K - $121K
|
7.12K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.1K- 6.06% |
$104K - $122K
|
17.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.21K- 20.75% |
$114K - $134K
|
4.62K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.5K- 0.96% |
$142K - $166K
|
155K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.51K- 15.71% |
$143K - $167K
|
8.11K
$789K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.66K- 6.8% |
$157K - $184K
|
22.8K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.69K- 1.38% |
$159K - $187K
|
121K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.8K- 78.86% |
$170K - $199K
|
483
$47K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 27.51% |
$172K - $202K
|
4.81K
$468K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.14K- 26.59% |
$202K - $236K
|
5.9K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.27K- 0.57% |
$214K - $250K
|
396K
$38.6M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.76K- 82.43% |
$260K - $305K
|
588
$57.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.26K- 6.45% |
$308K - $361K
|
47.3K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-3.4K- 24.57% |
$321K - $376K
|
10.5K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.54K- 33.08% |
$334K - $391K
|
7.15K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.86K- 12.51% |
$364K - $426K
|
27K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.16K- 6.71% |
$393K - $460K
|
57.9K
$5.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.5K- 4.89% |
$424K - $497K
|
87.5K
$8.51M
|