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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.23K- 10.89% |
$493K - $578K
|
42.8K
$4.17M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.36K- 1.79% |
$505K - $592K
|
294K
$28.6M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-6.23K- 53.93% |
$587K - $688K
|
5.32K
$518K
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-6.54K- 2.79% |
$617K - $723K
|
228K
$22.2M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.6K- 34.98% |
$623K - $729K
|
12.3K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-8.39K- 14.4% |
$791K - $927K
|
49.9K
$4.85M
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-8.69K- 4.94% |
$820K - $960K
|
167K
$16.3M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.94K- 15.1% |
$843K - $988K
|
50.3K
$4.89M
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-11.5K- 8.44% |
$1.08M - $1.27M
|
125K
$12.1M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.1K- 79.3% |
$1.24M - $1.45M
|
3.43K
$334K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.9K- 24.26% |
$1.4M - $1.64M
|
46.4K
$4.51M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-15.6K- 5.96% |
$1.47M - $1.72M
|
246K
$24M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17K- 5.09% |
$1.6M - $1.88M
|
317K
$30.8M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.2K- 77.59% |
$3.61M - $4.22M
|
11K
$1.07M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51.8K- 99.97% |
$4.88M - $5.72M
|
13
$1.27K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.4K- 21.16% |
$6.73M - $7.89M
|
266K
$25.9M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-108K- 22.97% |
$10.2M - $11.9M
|
361K
$35.1M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-140K- 92.48% |
$13.2M - $15.5M
|
11.4K
$1.11M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-143K- 95.92% |
$13.5M - $15.8M
|
6.08K
$591K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-328K- 28.05% |
$30.9M - $36.2M
|
841K
$81.9M
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-442K- 27.15% |
$41.7M - $48.9M
|
1.19M
$116M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-539K- 92.39% |
$50.8M - $59.5M
|
44.4K
$4.32M
|