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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 33.52% |
$106K - $116K
|
2.51K
$274K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.27K- 33.52% |
$106K - $116K
|
2.51K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.54K- 6.03% |
$129K - $141K
|
23.9K
$2.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.55K- 10.13% |
$129K - $142K
|
13.7K
$1.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.66K- 5.16% |
$139K - $153K
|
30.5K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.79K- 53.52% |
$150K - $164K
|
1.55K
$169K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.06K- 15.12% |
$172K - $190K
|
11.6K
$1.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.43K- 23.25% |
$203K - $223K
|
8.02K
$874K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.65K- 9.87% |
$222K - $244K
|
24.2K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.66K- 38.69% |
$223K - $245K
|
4.22K
$460K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.83K- 17.76% |
$237K - $260K
|
13.1K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.98K- 43.06% |
$333K - $366K
|
5.26K
$574K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.09K- 28.34% |
$342K - $376K
|
10.3K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-6.39K- 50.69% |
$535K - $588K
|
6.22K
$678K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 11.01% |
$917K - $1.01M
|
88.5K
$9.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.3K- 3.14% |
$943K - $1.04M
|
347K
$37.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.7K- 99.96% |
$1.23M - $1.35M
|
6
$654
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.6K- 9.8% |
$1.31M - $1.44M
|
144K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.2K- 79.86% |
$1.61M - $1.77M
|
4.85K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.8K- 91.64% |
$2.24M - $2.46M
|
2.44K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-40.9K- 15.29% |
$3.43M - $3.77M
|
227K
$24.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43.1K- 40.88% |
$3.61M - $3.97M
|
62.4K
$6.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-60.7K- 93.38% |
$5.08M - $5.58M
|
4.3K
$468K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-93K- 99.22% |
$7.78M - $8.56M
|
734
$80K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-924K- 69.67% |
$77.4M - $85.1M
|
402K
$43.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.4M- 50.59% |
$117M - $129M
|
1.37M
$149M
|