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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 2.02% |
$4.27K - $4.69K
|
2.58K
$280K
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
42+ 0.56% |
$3.52K - $3.87K
|
7.52K
$816K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40+ 0.01% |
$3.35K - $3.68K
|
304K
$33M
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
40+ 1.07% |
$3.35K - $3.68K
|
3.78K
$410K
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
37+ 1.04% |
$3.1K - $3.41K
|
3.59K
$390K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
36New |
$3.01K - $3.31K
|
36
$3.91K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
26New |
$2.18K - $2.39K
|
26
$2.82K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24New |
$2.01K - $2.21K
|
24
$2.61K
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
19+ 0.53% |
$1.59K - $1.75K
|
3.63K
$394K
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
16+ 0.39% |
$1.34K - $1.47K
|
4.09K
$444K
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
15+ 0.4% |
$1.26K - $1.38K
|
3.74K
$406K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$167 - $184
|
2.9K
$315K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$83.7 - $92
|
4.5K
$488K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$83.7 - $92
|
2.44K
$265K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4- 33.33% |
$335 - $368
|
8
$868
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 18.87% |
$837 - $920
|
43
$4.67K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36- 0.4% |
$3.01K - $3.31K
|
8.85K
$961K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-36- 13.74% |
$3.01K - $3.31K
|
226
$24.5K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-44- 73.33% |
$3.68K - $4.05K
|
16
$1.74K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-56- 1.77% |
$4.69K - $5.15K
|
3.11K
$338K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-58- 1.97% |
$4.86K - $5.34K
|
2.89K
$313K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-64- 2.39% |
$5.36K - $5.89K
|
2.61K
$284K
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-71- 2.09% |
$5.94K - $6.53K
|
3.33K
$361K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-81- 14.14% |
$6.78K - $7.46K
|
492
$53.4K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-82- 1.1% |
$6.87K - $7.55K
|
7.4K
$804K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-82- 1.82% |
$6.87K - $7.55K
|
4.42K
$480K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.37K - $9.2K
|
100
$10.9K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-110- 2.78% |
$9.21K - $10.1K
|
3.85K
$418K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-114- 4.01% |
$9.54K - $10.5K
|
2.73K
$297K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-148- 0.24% |
$12.4K - $13.6K
|
60.5K
$6.56M
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-150- 0.72% |
$12.6K - $13.8K
|
20.6K
$2.24M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-170- 45.95% |
$14.2K - $15.6K
|
200
$21.7K
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-171- 0.71% |
$14.3K - $15.7K
|
24K
$2.6M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-185- 3.03% |
$15.5K - $17K
|
5.92K
$643K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-200- 0.37% |
$16.7K - $18.4K
|
54.3K
$5.9M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 63.9% |
$20K - $22K
|
135
$14.7K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 63.9% |
$20K - $22K
|
135
$14.7K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-240- 19.11% |
$20.1K - $22.1K
|
1.02K
$110K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-265- 1.35% |
$22.2K - $24.4K
|
19.4K
$2.1M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-267- 3.86% |
$22.4K - $24.6K
|
6.65K
$722K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-281- 0.41% |
$23.5K - $25.9K
|
68.6K
$7.45M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-324- 5.73% |
$27.1K - $29.8K
|
5.33K
$578K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-418- 14.37% |
$35K - $38.5K
|
2.49K
$270K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-424- 2.55% |
$35.5K - $39K
|
16.2K
$1.76M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-472- 3.33% |
$39.5K - $43.4K
|
13.7K
$1.49M
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-502- 2.61% |
$42K - $46.2K
|
18.7K
$2.03M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-560- 9.81% |
$46.9K - $51.5K
|
5.15K
$559K
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-747- 6.37% |
$62.5K - $68.8K
|
11K
$1.19M
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-760- 8.48% |
$63.6K - $70K
|
8.21K
$891K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.24K- 16.0% |
$104K - $114K
|
6.53K
$709K
|