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 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.39K+ 25.2% |
$232K - $261K
|
11.9K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 6.56% |
$230K - $258K
|
38.4K
$4.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.18K+ 0.92% |
$212K - $238K
|
239K
$25.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.12K+ 12.63% |
$206K - $231K
|
18.9K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.08KNew |
$202K - $226K
|
2.08K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.06KNew |
$201K - $225K
|
2.06K
$224K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.03KNew |
$197K - $221K
|
2.03K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.02KNew |
$197K - $221K
|
2.02K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2KNew |
$194K - $218K
|
2K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
2KNew |
$194K - $218K
|
2K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.96KNew |
$190K - $214K
|
1.96K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.94K+ 3.56% |
$189K - $212K
|
56.6K
$6.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94KNew |
$189K - $212K
|
1.94K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.73KNew |
$168K - $189K
|
1.73K
$187K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.72K+ 45.33% |
$167K - $188K
|
5.51K
$597K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.55K+ 6.8% |
$150K - $169K
|
24.3K
$2.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.3K+ 10.54% |
$126K - $141K
|
13.6K
$1.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.28K+ 1.07% |
$125K - $140K
|
121K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 32.64% |
$119K - $133K
|
4.97K
$538K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.18K+ 29.05% |
$115K - $129K
|
5.24K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.16KNew |
$113K - $127K
|
1.16K
$126K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.04K+ 2.16% |
$101K - $114K
|
49.4K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.01K+ 673.33% |
$98.2K - $110K
|
1.16K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1KNew |
$97.2K - $109K
|
1K
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
990+ 1.1% |
$96.2K - $108K
|
90.7K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
962+ 28.11% |
$93.5K - $105K
|
4.38K
$475K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
805+ 5.0% |
$78.2K - $87.8K
|
16.9K
$1.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
772+ 4.84% |
$75K - $84.2K
|
16.7K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
726+ 5.36% |
$70.6K - $79.2K
|
14.3K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
702+ 7.94% |
$68.2K - $76.6K
|
9.55K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
699+ 18.48% |
$67.9K - $76.3K
|
4.48K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
642+ 12.04% |
$62.4K - $70K
|
5.98K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
625+ 1.25% |
$60.7K - $68.2K
|
50.5K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
595+ 2.87% |
$57.8K - $64.9K
|
21.3K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
580+ 9.72% |
$56.4K - $63.3K
|
6.55K
$709K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
568+ 18.29% |
$55.2K - $62K
|
3.67K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
495+ 1.12% |
$48.1K - $54K
|
44.8K
$4.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
480+ 0.68% |
$46.7K - $52.4K
|
71.1K
$7.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
464+ 2.05% |
$45.1K - $50.6K
|
23.1K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
462+ 5.14% |
$44.9K - $50.4K
|
9.46K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
446+ 2.51% |
$43.3K - $48.7K
|
18.2K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
391+ 2.05% |
$38K - $42.7K
|
19.4K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
381+ 24.42% |
$37K - $41.6K
|
1.94K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
377+ 1.6% |
$36.6K - $41.1K
|
23.9K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
293+ 6.61% |
$28.5K - $32K
|
4.72K
$512K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
274New |
$26.6K - $29.9K
|
274
$29.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
269New |
$26.1K - $29.3K
|
269
$29.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
262+ 14.63% |
$25.5K - $28.6K
|
2.05K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
258New |
$25.1K - $28.1K
|
258
$27.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
200+ 9.21% |
$19.4K - $21.8K
|
2.37K
$257K
|