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 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-68- 0.39% |
$5.7K - $6.89K
|
17.4K
$1.93M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-70- 1.42% |
$5.87K - $7.1K
|
4.86K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-71- 0.18% |
$5.95K - $7.2K
|
40.1K
$4.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-72- 0.14% |
$6.03K - $7.3K
|
50K
$5.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 18.27% |
$6.2K - $7.5K
|
331
$36.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-105- 0.29% |
$8.8K - $10.6K
|
36.6K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-124- 2.71% |
$10.4K - $12.6K
|
4.45K
$494K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-131- 7.49% |
$11K - $13.3K
|
1.62K
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-132- 37.5% |
$11.1K - $13.4K
|
220
$24.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-152- 3.28% |
$12.7K - $15.4K
|
4.48K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-153- 0.78% |
$12.8K - $15.5K
|
19.4K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-155- 79.9% |
$13K - $15.7K
|
39
$4.33K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-168- 11.71% |
$14.1K - $17K
|
1.27K
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-170- 3.01% |
$14.2K - $17.2K
|
5.48K
$608K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-175- 7.88% |
$14.7K - $17.7K
|
2.05K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-208- 53.61% |
$17.4K - $21.1K
|
180
$20K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-231- 3.58% |
$19.4K - $23.4K
|
6.23K
$692K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-260- 2.85% |
$21.8K - $26.4K
|
8.85K
$983K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-261- 87.0% |
$21.9K - $26.5K
|
39
$4.33K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-263- 2.25% |
$22K - $26.7K
|
11.4K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-276- 92.0% |
$23.1K - $28K
|
24
$2.66K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-321- 2.79% |
$26.9K - $32.5K
|
11.2K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-336- 33.27% |
$28.2K - $34.1K
|
674
$74.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-336- 12.07% |
$28.2K - $34.1K
|
2.45K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-394- 11.53% |
$33K - $39.9K
|
3.02K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-407- 9.46% |
$34.1K - $41.3K
|
3.89K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-422- 1.47% |
$35.4K - $42.8K
|
28.3K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-427- 14.86% |
$35.8K - $43.3K
|
2.45K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-428- 2.3% |
$35.9K - $43.4K
|
18.2K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-435- 7.56% |
$36.5K - $44.1K
|
5.32K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-468- 11.34% |
$39.2K - $47.5K
|
3.66K
$406K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-470- 3.09% |
$39.4K - $47.7K
|
14.8K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-488- 14.83% |
$40.9K - $49.5K
|
2.8K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-495- 0.65% |
$41.5K - $50.2K
|
75.1K
$8.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-527- 4.17% |
$44.2K - $53.4K
|
12.1K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-529- 5.11% |
$44.3K - $53.6K
|
9.82K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-663- 1.55% |
$55.6K - $67.2K
|
42.2K
$4.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-789- 82.7% |
$66.1K - $80K
|
165
$18.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-987- 20.88% |
$82.7K - $100K
|
3.74K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1K- 44.58% |
$83.8K - $101K
|
1.24K
$138K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.04K- 26.75% |
$86.9K - $105K
|
2.84K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 2.27% |
$89.8K - $109K
|
46.2K
$5.13M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.18K- 29.26% |
$98.8K - $120K
|
2.85K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 17.5% |
$105K - $127K
|
5.9K
$655K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.27K- 15.7% |
$107K - $129K
|
6.83K
$758K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.44K- 64.1% |
$121K - $146K
|
807
$89.6K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.56K- 25.59% |
$130K - $158K
|
4.52K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1.7K- 1.02% |
$143K - $172K
|
165K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.76K- 44.62% |
$147K - $178K
|
2.18K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.13K- 0.53% |
$179K - $216K
|
403K
$44.7M
|