Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
301KNew |
$28.9M - $31.4M
|
301K
$32.6M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
126K+ 119.2% |
$12.1M - $13.1M
|
231K
$25M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.8K+ 49.33% |
$8.14M - $8.85M
|
257K
$27.8M
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
46.8K+ 4548.45% |
$4.5M - $4.89M
|
47.9K
$5.19M
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
25.6K+ 2531.23% |
$2.46M - $2.67M
|
26.6K
$2.88M
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
17.1K+ 11019.35% |
$1.64M - $1.78M
|
17.2K
$1.87M
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.7K+ 55.85% |
$1.12M - $1.22M
|
32.5K
$3.53M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
9.41K+ 185.31% |
$904K - $982K
|
14.5K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
6.7KNew |
$643K - $699K
|
6.7K
$726K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.67K+ 5.17% |
$640K - $696K
|
136K
$14.7M
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.75KNew |
$456K - $495K
|
4.75K
$514K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.21K+ 10.24% |
$404K - $439K
|
45.3K
$4.91M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.52K+ 14.64% |
$338K - $368K
|
27.6K
$2.99M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.42K+ 8.36% |
$329K - $357K
|
44.4K
$4.8M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.26K+ 2.68% |
$313K - $340K
|
125K
$13.6M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.9KNew |
$278K - $303K
|
2.9K
$314K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.61K+ 154.14% |
$250K - $272K
|
4.3K
$466K
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.39K+ 6.99% |
$230K - $250K
|
36.7K
$3.97M
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
2.27K+ 26.69% |
$218K - $237K
|
10.8K
$1.17M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.19K+ 1.58% |
$210K - $228K
|
140K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.18K+ 91.64% |
$209K - $228K
|
4.56K
$494K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.11K+ 17.13% |
$203K - $220K
|
14.4K
$1.56M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.08K+ 125.26% |
$200K - $217K
|
3.75K
$406K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.99K+ 1.55% |
$191K - $207K
|
130K
$14.1M
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.81K+ 5.09% |
$174K - $189K
|
37.4K
$4.05M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.66K+ 3.6% |
$159K - $173K
|
47.8K
$5.17M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.62K+ 10.03% |
$155K - $169K
|
17.8K
$1.92M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.47K+ 3.47% |
$141K - $153K
|
43.7K
$4.73M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 7.28% |
$131K - $142K
|
20.1K
$2.17M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.21KNew |
$116K - $126K
|
1.21K
$131K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.18KNew |
$113K - $123K
|
1.18K
$128K
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$104K - $113K
|
1.09K
$118K
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
970+ 129.16% |
$93.1K - $101K
|
1.72K
$186K
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
944New |
$90.6K - $98.5K
|
944
$102K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
767+ 8.55% |
$73.6K - $80K
|
9.74K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
583New |
$56K - $60.8K
|
583
$63.1K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
572+ 21.2% |
$54.9K - $59.7K
|
3.27K
$354K
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
562+ 0.64% |
$54K - $58.6K
|
87.9K
$9.52M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
561+ 14.18% |
$53.9K - $58.5K
|
4.52K
$489K
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
503+ 2.39% |
$48.3K - $52.5K
|
21.6K
$2.33M
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
477+ 3.21% |
$45.8K - $49.8K
|
15.3K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
451+ 3.71% |
$43.3K - $47K
|
12.6K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
448+ 3.53% |
$43K - $46.7K
|
13.1K
$1.42M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
400+ 30.46% |
$38.4K - $41.7K
|
1.71K
$186K
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
364+ 10.7% |
$34.9K - $38K
|
3.77K
$408K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 42.6% |
$34.3K - $37.2K
|
1.2K
$129K
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
301+ 14.99% |
$28.9K - $31.4K
|
2.31K
$250K
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
290+ 7.33% |
$27.8K - $30.3K
|
4.25K
$460K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
260New |
$25K - $27.1K
|
260
$28.2K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
260+ 1.91% |
$25K - $27.1K
|
13.9K
$1.5M
|