Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
343KNew |
$28.7M - $31.6M
|
343K
$37.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
110K+ 12.2% |
$9.19M - $10.1M
|
1.01M
$110M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
43.1K+ 120.77% |
$3.61M - $3.97M
|
78.8K
$8.55M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32.5K+ 356.54% |
$2.72M - $2.99M
|
41.6K
$4.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
27.2K+ 16.44% |
$2.28M - $2.5M
|
193K
$20.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.8K+ 104.97% |
$2.16M - $2.38M
|
50.5K
$5.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.1K+ 3.54% |
$2.02M - $2.22M
|
705K
$76.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
19.4K+ 19.26% |
$1.63M - $1.79M
|
120K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.4K+ 45.32% |
$1.62M - $1.78M
|
62.1K
$6.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.8K+ 6.19% |
$1.49M - $1.64M
|
305K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 22.49% |
$1.26M - $1.39M
|
82.1K
$8.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.9K+ 5.25% |
$1.25M - $1.37M
|
298K
$32.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 36.77% |
$1.24M - $1.37M
|
55.3K
$6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 9.64% |
$1.1M - $1.21M
|
150K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.1KNew |
$1.1M - $1.21M
|
13.1K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12.9K+ 116.96% |
$1.08M - $1.19M
|
24K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
12.8K+ 102.64% |
$1.07M - $1.18M
|
25.2K
$2.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 19.38% |
$971K - $1.07M
|
71.5K
$7.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11K+ 2.4% |
$924K - $1.02M
|
471K
$51.2M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
11K+ 89.14% |
$917K - $1.01M
|
23.2K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 21.02% |
$902K - $992K
|
62.1K
$6.74M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 21.02% |
$902K - $992K
|
62.1K
$6.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.3K+ 4.09% |
$862K - $948K
|
262K
$28.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
9.27K+ 201.43% |
$776K - $853K
|
13.9K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
9.25KNew |
$775K - $852K
|
9.25K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
6.3K+ 20.43% |
$527K - $579K
|
37.1K
$4.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.75K+ 70.94% |
$481K - $529K
|
13.8K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.69K+ 59.29% |
$477K - $524K
|
15.3K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.61K+ 10.69% |
$470K - $516K
|
58.1K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.25K+ 24.81% |
$439K - $483K
|
26.4K
$2.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5K+ 15.63% |
$419K - $460K
|
37K
$4.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
4.89K+ 3.26% |
$410K - $450K
|
155K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.83K+ 5.76% |
$405K - $445K
|
88.8K
$9.63M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.71K+ 50.8% |
$394K - $434K
|
14K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.6K+ 52.82% |
$385K - $423K
|
13.3K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.43K+ 11.13% |
$371K - $408K
|
44.3K
$4.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.94KNew |
$330K - $363K
|
3.94K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.94K+ 79.95% |
$329K - $362K
|
8.86K
$961K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.72K+ 99.73% |
$311K - $342K
|
7.44K
$808K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.54K+ 27.13% |
$296K - $325K
|
16.6K
$1.8M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4KNew |
$284K - $313K
|
3.4K
$369K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.37KNew |
$282K - $311K
|
3.37K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.35K+ 84.68% |
$280K - $308K
|
7.3K
$793K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.35KNew |
$280K - $308K
|
3.35K
$363K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.2KNew |
$268K - $295K
|
3.2K
$348K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.94K+ 16.66% |
$246K - $270K
|
20.6K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.82K+ 11.56% |
$236K - $260K
|
27.3K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.7K+ 3.24% |
$226K - $248K
|
86K
$9.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.65KNew |
$222K - $244K
|
2.65K
$288K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.5K+ 2.71% |
$209K - $230K
|
94.6K
$10.3M
|