Purchases and Sales Made in Q3 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
512K+ 37.41% |
$44M - $49.6M
|
1.88M
$205M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
185K+ 61.06% |
$16M - $18M
|
489K
$53.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
134K+ 265.26% |
$11.5M - $13M
|
184K
$20.1M
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
55.3KNew |
$4.76M - $5.36M
|
55.3K
$6.03M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.1K+ 25.83% |
$3.19M - $3.59M
|
181K
$19.7M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 27.73% |
$2.11M - $2.38M
|
113K
$12.3M
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
21.1KNew |
$1.82M - $2.05M
|
21.1K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.2K+ 6.28% |
$1.65M - $1.86M
|
325K
$35.4M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.8KNew |
$1.62M - $1.82M
|
18.8K
$2.05M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.7K+ 61.27% |
$1.61M - $1.81M
|
49.2K
$5.36M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18K+ 29.08% |
$1.55M - $1.75M
|
80.1K
$8.73M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17.9K+ 5.22% |
$1.54M - $1.74M
|
361K
$39.4M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
16.8KNew |
$1.44M - $1.63M
|
16.8K
$1.83M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 60846.15% |
$1.36M - $1.53M
|
15.8K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1K+ 620.91% |
$1.3M - $1.47M
|
17.6K
$1.92M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13KNew |
$1.12M - $1.26M
|
13K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13KNew |
$1.12M - $1.26M
|
13K
$1.41M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.9K+ 391.17% |
$1.11M - $1.25M
|
16.1K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.8KNew |
$1.01M - $1.14M
|
11.8K
$1.29M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.73K+ 26.34% |
$837K - $943K
|
46.6K
$5.09M
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
BUY
|
- |
8.48K+ 47.77% |
$729K - $822K
|
26.2K
$2.86M
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
8.3K+ 12.1% |
$714K - $804K
|
76.9K
$8.38M
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
8.15K+ 5.25% |
$701K - $790K
|
163K
$17.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.13K+ 2.34% |
$699K - $788K
|
355K
$38.7M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.01KNew |
$603K - $679K
|
7.01K
$764K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.56K+ 24.87% |
$565K - $636K
|
32.9K
$3.59M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.43KNew |
$553K - $623K
|
6.43K
$701K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.32K+ 6200.0% |
$544K - $613K
|
6.43K
$701K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.08KNew |
$523K - $589K
|
6.08K
$663K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.99K+ 2.01% |
$515K - $580K
|
304K
$33.2M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.77K+ 182.63% |
$410K - $463K
|
7.39K
$805K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.65K+ 8.0% |
$400K - $451K
|
62.7K
$6.84M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.38K+ 82.19% |
$377K - $424K
|
9.71K
$1.06M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 14.6% |
$301K - $340K
|
27.5K
$3M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.5K+ 3.7% |
$301K - $339K
|
98.1K
$10.7M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$261K - $294K
|
3.04K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 4.21% |
$259K - $291K
|
74.5K
$8.12M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.99K+ 3.8% |
$257K - $290K
|
81.8K
$8.92M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.86KNew |
$246K - $277K
|
2.86K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.83K+ 21.6% |
$243K - $274K
|
15.9K
$1.74M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.65K+ 5.98% |
$228K - $257K
|
46.9K
$5.12M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.63KNew |
$226K - $255K
|
2.63K
$287K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.52KNew |
$217K - $244K
|
2.52K
$275K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.46K+ 2.99% |
$211K - $238K
|
84.6K
$9.22M
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.4KNew |
$207K - $233K
|
2.4K
$262K
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.35KNew |
$202K - $228K
|
2.35K
$256K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.31K+ 34.23% |
$199K - $224K
|
9.07K
$988K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.18K+ 45.1% |
$188K - $211K
|
7.01K
$765K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.02K+ 7.41% |
$174K - $196K
|
29.3K
$3.19M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.87KNew |
$161K - $181K
|
1.87K
$204K
|