Purchases and Sales Made in Q4 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 Q4 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 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
287New |
$23.7K - $54.3K
|
287
$30.4K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
257+ 11.44% |
$21.2K - $48.6K
|
2.5K
$265K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
243+ 0.7% |
$20.1K - $45.9K
|
35.1K
$3.72M
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
226+ 1.5% |
$18.7K - $42.7K
|
15.3K
$1.62M
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
224+ 1.54% |
$18.5K - $42.3K
|
14.8K
$1.57M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
195+ 2.15% |
$16.1K - $36.9K
|
9.27K
$982K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
165+ 114.58% |
$13.6K - $31.2K
|
309
$32.7K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
163+ 8.79% |
$13.5K - $30.8K
|
2.02K
$214K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
156New |
$12.9K - $29.5K
|
156
$16.5K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
150New |
$12.4K - $28.4K
|
150
$15.9K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
135New |
$11.1K - $25.5K
|
135
$14.3K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
132+ 1.54% |
$10.9K - $25K
|
8.71K
$922K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
109New |
$9K - $20.6K
|
109
$11.5K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
109+ 1.53% |
$9K - $20.6K
|
7.23K
$766K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
105+ 5.38% |
$8.67K - $19.8K
|
2.06K
$218K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
105+ 1.5% |
$8.67K - $19.8K
|
7.09K
$751K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
98+ 2.47% |
$8.09K - $18.5K
|
4.07K
$431K
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
84+ 4.72% |
$6.93K - $15.9K
|
1.86K
$197K
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
81+ 1.51% |
$6.69K - $15.3K
|
5.45K
$577K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
57New |
$4.7K - $10.8K
|
57
$6.03K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
52+ 7.6% |
$4.29K - $9.83K
|
736
$77.9K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
50+ 2.21% |
$4.13K - $9.45K
|
2.31K
$245K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40+ 0.77% |
$3.3K - $7.56K
|
5.23K
$553K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
39New |
$3.22K - $7.37K
|
39
$4.13K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37+ 0.82% |
$3.05K - $6.99K
|
4.53K
$480K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
28+ 2.03% |
$2.31K - $5.29K
|
1.41K
$149K
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
26+ 0.19% |
$2.15K - $4.92K
|
13.9K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23+ 0.57% |
$1.9K - $4.35K
|
4.09K
$432K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19+ 1.36% |
$1.57K - $3.59K
|
1.41K
$150K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.57K - $3.59K
|
19
$2.01K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 1700.0% |
$1.4K - $3.21K
|
18
$1.91K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11+ 0.21% |
$908 - $2.08K
|
5.22K
$553K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 1.52% |
$908 - $2.08K
|
733
$77.6K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10+ 0.36% |
$825 - $1.89K
|
2.78K
$294K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 1.58% |
$660 - $1.51K
|
514
$54.4K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4+ 0.09% |
$330 - $756
|
4.25K
$450K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
4+ 1.85% |
$330 - $756
|
220
$23.3K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.73% |
$248 - $567
|
413
$43.7K
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
2+ 0.13% |
$165 - $378
|
1.54K
$163K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 4.17% |
$82.5 - $189
|
25
$2.65K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.85% |
$82.5 - $189
|
55
$5.82K
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$82.5 - $189
|
2.7K
$285K
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 3.33% |
$82.5 - $189
|
31
$3.28K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1- 0.05% |
$82.5 - $189
|
1.99K
$211K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5- 0.1% |
$413 - $945
|
4.89K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12- 3.68% |
$990 - $2.27K
|
314
$33.2K
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-15- 0.27% |
$1.24K - $2.84K
|
5.47K
$579K
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-22- 1.16% |
$1.82K - $4.16K
|
1.87K
$198K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 78.57% |
$1.82K - $4.16K
|
6
$635
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24- 0.61% |
$1.98K - $4.54K
|
3.89K
$411K
|