Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
124K+ 10.42% |
$10.4M - $12.5M
|
1.31M
$146M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
118K+ 1476.1% |
$9.88M - $12M
|
126K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
96.9K+ 36.74% |
$8.12M - $9.82M
|
361K
$40M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80.5K+ 52.25% |
$6.74M - $8.16M
|
234K
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
67.4K+ 74.3% |
$5.65M - $6.84M
|
158K
$17.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
66.7K+ 95.0% |
$5.59M - $6.76M
|
137K
$15.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65K+ 33.63% |
$5.45M - $6.59M
|
258K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57K+ 581.3% |
$4.78M - $5.78M
|
66.8K
$7.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
53.8KNew |
$4.51M - $5.45M
|
53.8K
$5.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
36.4KNew |
$3.05M - $3.69M
|
36.4K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.5K+ 17.55% |
$2.89M - $3.49M
|
231K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 304.09% |
$2.81M - $3.4M
|
44.6K
$4.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 4.05% |
$2.51M - $3.04M
|
770K
$85.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.5K+ 925.68% |
$2.14M - $2.59M
|
28.3K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
25.3K+ 16.63% |
$2.12M - $2.56M
|
177K
$19.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23.8K+ 118.15% |
$1.99M - $2.41M
|
43.9K
$4.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.1K+ 147.48% |
$1.85M - $2.24M
|
37.1K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22.1K+ 5.57% |
$1.85M - $2.24M
|
418K
$46.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
21.1K+ 38.74% |
$1.77M - $2.14M
|
75.5K
$8.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.7K+ 351.21% |
$1.73M - $2.1M
|
26.6K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
19.4KNew |
$1.62M - $1.96M
|
19.4K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
17.2KNew |
$1.44M - $1.75M
|
17.2K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
15.3K+ 12.1% |
$1.28M - $1.55M
|
142K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
14.6K+ 159.1% |
$1.23M - $1.48M
|
23.8K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
14.5KNew |
$1.22M - $1.47M
|
14.5K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
13.7KNew |
$1.15M - $1.39M
|
13.7K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.3KNew |
$1.12M - $1.35M
|
13.3K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.1KNew |
$930K - $1.13M
|
11.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.32K+ 2.94% |
$781K - $944K
|
326K
$36.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.71K+ 174.63% |
$730K - $883K
|
13.7K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.56K+ 48.29% |
$717K - $868K
|
26.3K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.23K+ 13.43% |
$690K - $834K
|
69.5K
$7.72M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
7.9K+ 25.08% |
$662K - $801K
|
39.4K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.58KNew |
$635K - $768K
|
7.58K
$841K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.17K+ 2.78% |
$600K - $726K
|
265K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.04KNew |
$590K - $714K
|
7.04K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.46KNew |
$542K - $655K
|
6.46K
$718K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.02KNew |
$504K - $610K
|
6.02K
$668K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.96K+ 135.45% |
$499K - $604K
|
10.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.86K+ 65.35% |
$491K - $594K
|
14.8K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.78K+ 29.69% |
$485K - $586K
|
25.3K
$2.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
5.72KNew |
$479K - $579K
|
5.72K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.57K+ 9.89% |
$467K - $565K
|
61.9K
$6.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.91K+ 1.82% |
$412K - $498K
|
275K
$30.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.79K+ 25.68% |
$402K - $486K
|
23.5K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.38KNew |
$367K - $444K
|
4.38K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.37K+ 16.94% |
$366K - $443K
|
30.2K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.3KNew |
$360K - $436K
|
4.3K
$477K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.08K+ 10.41% |
$342K - $413K
|
43.2K
$4.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.08KNew |
$342K - $413K
|
4.08K
$453K
|