Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
423K+ 5870.55% |
$34.4M - $42.6M
|
430K
$46.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
155KNew |
$12.6M - $15.6M
|
155K
$16.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
138K+ 372.43% |
$11.2M - $13.9M
|
175K
$18.9M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
102KNew |
$8.31M - $10.3M
|
102K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
71.9K+ 37.01% |
$5.84M - $7.25M
|
266K
$28.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71.2K+ 407.69% |
$5.78M - $7.17M
|
88.6K
$9.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
70.4KNew |
$5.72M - $7.1M
|
70.4K
$7.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55.9K+ 1127.75% |
$4.54M - $5.63M
|
60.9K
$6.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.1K+ 23.31% |
$3.42M - $4.24M
|
223K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.5K+ 6.24% |
$3.21M - $3.98M
|
673K
$72.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
36.8KNew |
$2.99M - $3.7M
|
36.8K
$3.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
35.4K+ 1.88% |
$2.88M - $3.57M
|
1.91M
$207M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.1K+ 16.35% |
$2.45M - $3.04M
|
214K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.2K+ 24.1% |
$2.21M - $2.74M
|
140K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
24.7K+ 154.96% |
$2M - $2.49M
|
40.6K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 43.53% |
$1.98M - $2.46M
|
80.4K
$8.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.6K+ 121.21% |
$1.59M - $1.97M
|
35.7K
$3.87M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.9KNew |
$1.45M - $1.8M
|
17.9K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 18.74% |
$1.32M - $1.64M
|
103K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 4.38% |
$1.26M - $1.57M
|
371K
$40.1M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15.2KNew |
$1.24M - $1.54M
|
15.2K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13KNew |
$1.05M - $1.31M
|
13K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.2K+ 4.26% |
$989K - $1.23M
|
298K
$32.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 3.68% |
$971K - $1.2M
|
336K
$36.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.6K+ 3.2% |
$940K - $1.17M
|
373K
$40.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.5K+ 54.56% |
$935K - $1.16M
|
32.6K
$3.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
11.1K+ 22.2% |
$900K - $1.12M
|
61K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.7K+ 12.62% |
$867K - $1.08M
|
95.3K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.4KNew |
$846K - $1.05M
|
10.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.1KNew |
$817K - $1.01M
|
10.1K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 50.42% |
$812K - $1.01M
|
29.8K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
9.91KNew |
$805K - $998K
|
9.91K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.76KNew |
$792K - $983K
|
9.76K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.43K+ 128.26% |
$766K - $950K
|
16.8K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.41KNew |
$764K - $948K
|
9.41K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
9.05K+ 8.68% |
$735K - $912K
|
113K
$12.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8.93K+ 1115.88% |
$725K - $899K
|
9.73K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7.99KNew |
$649K - $805K
|
7.99K
$866K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.48K+ 8.91% |
$608K - $754K
|
91.4K
$9.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.01KNew |
$488K - $606K
|
6.01K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6K+ 12.86% |
$487K - $604K
|
52.6K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.88K+ 7.89% |
$477K - $592K
|
80.3K
$8.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.84K+ 72.11% |
$475K - $589K
|
13.9K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.36K+ 37.64% |
$435K - $540K
|
19.6K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.95K+ 6.18% |
$402K - $498K
|
85K
$9.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.95K+ 3.61% |
$402K - $498K
|
142K
$15.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.62KNew |
$375K - $465K
|
4.62K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.34K+ 84.24% |
$352K - $437K
|
9.48K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
4.2KNew |
$341K - $423K
|
4.2K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.11KNew |
$333K - $414K
|
4.11K
$445K
|