Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
157K+ 326720.84% |
$15.2M - $17.1M
|
157K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
105K+ 21.64% |
$10.2M - $11.5M
|
592K
$64.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.7K+ 27.8% |
$9.1M - $10.2M
|
431K
$46.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
73.3K+ 2225.12% |
$7.13M - $8M
|
76.6K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.2K+ 47.22% |
$6.92M - $7.77M
|
222K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.6K+ 5.05% |
$5.79M - $6.5M
|
1.24M
$134M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
42.9KNew |
$4.17M - $4.68M
|
42.9K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.2K+ 2297.19% |
$3.42M - $3.84M
|
36.7K
$3.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.3K+ 150.49% |
$3.14M - $3.52M
|
53.7K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.2K+ 553.63% |
$3.03M - $3.4M
|
36.8K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
28.5K+ 117.14% |
$2.77M - $3.11M
|
52.8K
$5.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.3K+ 41.37% |
$2.36M - $2.65M
|
82.9K
$8.98M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
22.4KNew |
$2.18M - $2.45M
|
22.4K
$2.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
19.9K+ 43.77% |
$1.94M - $2.18M
|
65.5K
$7.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18.6K+ 114.77% |
$1.81M - $2.03M
|
34.8K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.4K+ 972.67% |
$1.59M - $1.79M
|
18.1K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
16.1KNew |
$1.56M - $1.75M
|
16.1K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16K+ 5.06% |
$1.56M - $1.75M
|
333K
$36M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
15.9K+ 10.05% |
$1.55M - $1.74M
|
174K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15.4K+ 77025.0% |
$1.5M - $1.68M
|
15.4K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.4K+ 12.06% |
$1.3M - $1.46M
|
125K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.3K+ 9.99% |
$1.29M - $1.45M
|
146K
$15.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.8KNew |
$1.24M - $1.39M
|
12.8K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12K+ 101.11% |
$1.17M - $1.31M
|
23.9K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12KNew |
$1.17M - $1.31M
|
12K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
12K+ 26.41% |
$1.16M - $1.3M
|
57.2K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 3.42% |
$1.01M - $1.13M
|
314K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 96.59% |
$1.01M - $1.13M
|
21.1K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$972K - $1.09M
|
10K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
9.74K+ 7.35% |
$946K - $1.06M
|
142K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.35K+ 4.47% |
$909K - $1.02M
|
219K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.35K+ 0.93% |
$618K - $693K
|
688K
$74.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.65K+ 3.83% |
$549K - $616K
|
153K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.52KNew |
$536K - $602K
|
5.52K
$598K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.45K+ 6.9% |
$433K - $486K
|
69K
$7.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.38K+ 14.73% |
$426K - $478K
|
34.1K
$3.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.97K+ 51.6% |
$385K - $433K
|
11.7K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
3.9KNew |
$379K - $425K
|
3.9K
$422K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.9KNew |
$379K - $425K
|
3.9K
$422K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.81K+ 57.04% |
$370K - $416K
|
10.5K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 40.86% |
$341K - $382K
|
12.1K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
3.46KNew |
$336K - $377K
|
3.46K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.46KNew |
$336K - $377K
|
3.46K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.38K+ 4.55% |
$328K - $368K
|
77.6K
$8.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
3.29K+ 20.38% |
$320K - $359K
|
19.4K
$2.1M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.91KNew |
$282K - $317K
|
2.91K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.85K+ 0.68% |
$277K - $311K
|
421K
$45.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.81K+ 158.4% |
$273K - $307K
|
4.58K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.61K+ 0.83% |
$254K - $285K
|
317K
$34.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.46KNew |
$239K - $268K
|
2.46K
$266K
|