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
|
Pachira Investments Inc.
|
BUY
|
- |
3.71KNew |
$311K - $376K
|
3.71K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.56K+ 0.42% |
$298K - $361K
|
845K
$93.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.36K+ 156.57% |
$282K - $341K
|
5.51K
$611K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
3.3KNew |
$276K - $334K
|
3.3K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.09KNew |
$259K - $313K
|
3.09K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.04KNew |
$255K - $309K
|
3.04K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.91KNew |
$244K - $295K
|
2.91K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.76KNew |
$231K - $279K
|
2.76K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.71K+ 32.98% |
$227K - $275K
|
10.9K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.54KNew |
$213K - $257K
|
2.54K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.4KNew |
$201K - $243K
|
2.4K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.36K+ 9.67% |
$198K - $240K
|
26.8K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.35K+ 14.82% |
$197K - $238K
|
18.2K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2.32KNew |
$194K - $235K
|
2.32K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.24KNew |
$188K - $227K
|
2.24K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.18K+ 4.33% |
$182K - $221K
|
52.4K
$5.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.16K+ 1.78% |
$181K - $219K
|
123K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.07KNew |
$173K - $210K
|
2.07K
$230K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$171K - $206K
|
2.04K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2KNew |
$168K - $203K
|
2K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.99KNew |
$167K - $202K
|
1.99K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.98KNew |
$166K - $201K
|
1.98K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.92KNew |
$161K - $195K
|
1.92K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 9.65% |
$146K - $177K
|
19.8K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.61K+ 40.99% |
$135K - $163K
|
5.54K
$615K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.57K+ 11.22% |
$132K - $159K
|
15.6K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.47K+ 12.78% |
$123K - $149K
|
13K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.38K+ 43.13% |
$116K - $140K
|
4.58K
$508K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.34K+ 1.68% |
$112K - $136K
|
81.3K
$9.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.17K+ 22.21% |
$97.9K - $118K
|
6.43K
$714K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.04K+ 287.5% |
$86.7K - $105K
|
1.4K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
787New |
$66K - $79.8K
|
787
$87.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
682+ 26.19% |
$57.2K - $69.1K
|
3.29K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
681+ 31.05% |
$57.1K - $69K
|
2.87K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
625+ 2.4% |
$52.4K - $63.4K
|
26.6K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
622+ 16.96% |
$52.1K - $63.1K
|
4.29K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
559+ 13.26% |
$46.8K - $56.7K
|
4.77K
$530K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
522+ 3.71% |
$43.7K - $52.9K
|
14.6K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
519New |
$43.5K - $52.6K
|
519
$57.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500+ 167.79% |
$41.9K - $50.7K
|
798
$88.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
482+ 13.93% |
$40.4K - $48.9K
|
3.94K
$438K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
414+ 6.31% |
$34.7K - $42K
|
6.98K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
414+ 15.72% |
$34.7K - $42K
|
3.05K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
292+ 7.62% |
$24.5K - $29.6K
|
4.13K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
255+ 3.4% |
$21.4K - $25.9K
|
7.76K
$862K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
238New |
$19.9K - $24.1K
|
238
$26.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
233New |
$19.5K - $23.6K
|
233
$25.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
215+ 5.73% |
$18K - $21.8K
|
3.97K
$441K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
205+ 6.65% |
$17.2K - $20.8K
|
3.29K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
180+ 5.35% |
$15.1K - $18.3K
|
3.54K
$393K
|