Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27K+ 4.0% |
$102K - $124K
|
33K
$3.49M
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.26KNew |
$101K - $124K
|
1.26K
$133K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 13.63% |
$91.3K - $111K
|
9.44K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
982+ 237.77% |
$79.2K - $96.4K
|
1.4K
$148K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
966+ 6.1% |
$77.9K - $94.8K
|
16.8K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
909+ 48.71% |
$73.3K - $89.2K
|
2.78K
$294K
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
890+ 13.46% |
$71.7K - $87.3K
|
7.5K
$794K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
824+ 2.43% |
$66.4K - $80.9K
|
34.7K
$3.67M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
821+ 43.97% |
$66.2K - $80.6K
|
2.69K
$285K
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
659+ 13.92% |
$53.1K - $64.7K
|
5.39K
$571K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
600+ 18.75% |
$48.4K - $58.9K
|
3.8K
$402K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
459+ 45.58% |
$37K - $45K
|
1.47K
$155K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
430New |
$34.7K - $42.2K
|
430
$45.5K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
419New |
$33.8K - $41.1K
|
419
$44.4K
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
356+ 15.23% |
$28.7K - $34.9K
|
2.69K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
326+ 6.97% |
$26.3K - $32K
|
5K
$530K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
305+ 6.36% |
$24.6K - $29.9K
|
5.1K
$540K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
216New |
$17.4K - $21.2K
|
216
$22.9K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
194New |
$15.6K - $19K
|
194
$20.5K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152+ 8.44% |
$12.3K - $14.9K
|
1.95K
$207K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
150New |
$12.1K - $14.7K
|
150
$15.9K
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
129+ 7.81% |
$10.4K - $12.7K
|
1.78K
$189K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
120+ 1.06% |
$9.67K - $11.8K
|
11.5K
$1.22M
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
120+ 6.78% |
$9.67K - $11.8K
|
1.89K
$200K
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
115+ 1.36% |
$9.27K - $11.3K
|
8.58K
$908K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
94+ 3.0% |
$7.58K - $9.22K
|
3.23K
$342K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
86+ 4.99% |
$6.93K - $8.44K
|
1.81K
$192K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
86+ 4.99% |
$6.93K - $8.44K
|
1.81K
$192K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
78+ 2.31% |
$6.29K - $7.65K
|
3.46K
$366K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
57+ 0.31% |
$4.59K - $5.59K
|
18.5K
$1.96M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
52New |
$4.19K - $5.1K
|
52
$5.5K
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
33+ 2.05% |
$2.66K - $3.24K
|
1.64K
$174K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
31+ 2.29% |
$2.5K - $3.04K
|
1.38K
$146K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
22New |
$1.77K - $2.16K
|
22
$2.33K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
22New |
$1.77K - $2.16K
|
22
$2.33K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
19+ 211.11% |
$1.53K - $1.86K
|
28
$2.96K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17New |
$1.37K - $1.67K
|
17
$1.8K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
15+ 0.79% |
$1.21K - $1.47K
|
1.92K
$203K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11+ 0.49% |
$887 - $1.08K
|
2.25K
$238K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$725 - $883
|
6.99K
$740K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$80.6 - $98.1
|
3.03K
$321K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.92% |
$403 - $491
|
537
$56.8K
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-6- 0.23% |
$484 - $589
|
2.61K
$276K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-8- 1.96% |
$645 - $785
|
400
$42.3K
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-10- 0.23% |
$806 - $981
|
4.26K
$451K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14- 0.36% |
$1.13K - $1.37K
|
3.91K
$414K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-16- 1.0% |
$1.29K - $1.57K
|
1.59K
$168K
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-22- 0.33% |
$1.77K - $2.16K
|
6.64K
$703K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-25- 22.73% |
$2.02K - $2.45K
|
85
$9K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25- 51.02% |
$2.02K - $2.45K
|
24
$2.54K
|