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
$136M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
118K+ 1476.1% |
$9.88M - $12M
|
126K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
53.8KNew |
$4.51M - $5.45M
|
53.8K
$5.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
15.3K+ 12.1% |
$1.28M - $1.55M
|
142K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
13.7KNew |
$1.15M - $1.39M
|
13.7K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8.56K+ 48.29% |
$717K - $868K
|
26.3K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.79K+ 25.68% |
$402K - $486K
|
23.5K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.71KNew |
$311K - $376K
|
3.71K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.09KNew |
$259K - $313K
|
3.09K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.32KNew |
$194K - $235K
|
2.32K
$240K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.99KNew |
$167K - $202K
|
1.99K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.98KNew |
$166K - $201K
|
1.98K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.92KNew |
$161K - $195K
|
1.92K
$199K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.34K+ 1.68% |
$112K - $136K
|
81.3K
$8.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
681+ 31.05% |
$57.1K - $69K
|
2.87K
$298K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500+ 167.79% |
$41.9K - $50.7K
|
798
$82.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
292+ 7.62% |
$24.5K - $29.6K
|
4.13K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
205+ 6.65% |
$17.2K - $20.8K
|
3.29K
$341K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
115+ 1.48% |
$9.64K - $11.7K
|
7.9K
$819K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 2.76% |
$8.38K - $10.1K
|
3.72K
$386K
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
100+ 1.26% |
$8.38K - $10.1K
|
8.01K
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$838 - $1.01K
|
10
$1.04K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 1.66% |
$670 - $811
|
491
$51K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.07% |
$419 - $507
|
7.03K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 15.38% |
$168 - $203
|
15
$1.56K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- 0.06% |
$168 - $203
|
3.23K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-60- 1.65% |
$5.03K - $6.08K
|
3.57K
$370K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-68- 0.39% |
$5.7K - $6.89K
|
17.4K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-70- 1.42% |
$5.87K - $7.1K
|
4.86K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-124- 2.71% |
$10.4K - $12.6K
|
4.45K
$462K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-152- 3.28% |
$12.7K - $15.4K
|
4.48K
$464K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-153- 0.78% |
$12.8K - $15.5K
|
19.4K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-321- 2.79% |
$26.9K - $32.5K
|
11.2K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-470- 3.09% |
$39.4K - $47.7K
|
14.8K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-529- 5.11% |
$44.3K - $53.6K
|
9.82K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 26.75% |
$86.9K - $105K
|
2.84K
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.21K- 8.94% |
$185K - $224K
|
22.5K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-2.93K- 1.89% |
$246K - $297K
|
152K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.34K- 19.6% |
$280K - $339K
|
13.7K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.6K- 9.67% |
$469K - $567K
|
52.3K
$5.43M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-5.62K- 24.79% |
$471K - $570K
|
17K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-7.08K- 6.25% |
$593K - $718K
|
106K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
SELL
|
- |
-7.19K- 22.0% |
$602K - $729K
|
25.5K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-29K- 23.24% |
$2.43M - $2.94M
|
95.8K
$9.94M
|