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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4.09KNew |
$333K - $412K
|
4.09K
$443K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.79KNew |
$308K - $382K
|
3.79K
$410K
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
3.78K+ 10.18% |
$307K - $381K
|
40.9K
$4.43M
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$304K - $378K
|
3.75K
$406K
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.7KNew |
$300K - $373K
|
3.7K
$400K
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.65KNew |
$296K - $367K
|
3.65K
$395K
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.63KNew |
$295K - $366K
|
3.63K
$393K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.54KNew |
$288K - $357K
|
3.54K
$383K
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.38K+ 11.41% |
$274K - $340K
|
33K
$3.57M
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
3.31K+ 12.61% |
$269K - $333K
|
29.5K
$3.2M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.18K+ 1.05% |
$258K - $320K
|
307K
$33.3M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.14K+ 35.5% |
$255K - $317K
|
12K
$1.3M
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.96K+ 20.37% |
$241K - $299K
|
17.5K
$1.9M
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.87K+ 93.73% |
$233K - $289K
|
5.94K
$643K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.7KNew |
$219K - $272K
|
2.7K
$292K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
2.66K+ 19.81% |
$216K - $268K
|
16.1K
$1.74M
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.58KNew |
$210K - $260K
|
2.58K
$280K
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.56KNew |
$208K - $257K
|
2.56K
$277K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 61.7% |
$206K - $256K
|
6.65K
$720K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.4KNew |
$195K - $242K
|
2.4K
$260K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.36KNew |
$192K - $238K
|
2.36K
$256K
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.36K+ 62.44% |
$191K - $237K
|
6.13K
$664K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.32K+ 7.04% |
$189K - $234K
|
35.3K
$3.82M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.29KNew |
$186K - $231K
|
2.29K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23KNew |
$181K - $224K
|
2.23K
$241K
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
2.21K+ 0.76% |
$179K - $223K
|
294K
$31.8M
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.21KNew |
$179K - $222K
|
2.21K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.18K+ 6809.38% |
$177K - $220K
|
2.21K
$239K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.17K+ 7.42% |
$177K - $219K
|
31.5K
$3.41M
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.1K+ 3.1% |
$171K - $212K
|
69.9K
$7.57M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.08KNew |
$169K - $209K
|
2.08K
$225K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.02KNew |
$164K - $204K
|
2.02K
$219K
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.89K+ 11.27% |
$154K - $191K
|
18.7K
$2.02M
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.85K+ 10.27% |
$150K - $186K
|
19.8K
$2.15M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.8K+ 19.46% |
$146K - $181K
|
11K
$1.19M
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.66K+ 11.94% |
$135K - $167K
|
15.5K
$1.68M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55KNew |
$126K - $156K
|
1.55K
$168K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.47K+ 3.48% |
$119K - $148K
|
43.6K
$4.73M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$102K - $127K
|
1.26K
$137K
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.25K+ 11.08% |
$101K - $126K
|
12.5K
$1.35M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.23KNew |
$100K - $124K
|
1.23K
$134K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.23K+ 40.3% |
$99.7K - $124K
|
4.27K
$463K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.11KNew |
$89.9K - $112K
|
1.11K
$120K
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 8.36% |
$88.2K - $109K
|
14.1K
$1.52M
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1K+ 2.36% |
$81.5K - $101K
|
43.4K
$4.7M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
963+ 7.43% |
$78.2K - $97K
|
13.9K
$1.51M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
869+ 99.89% |
$70.6K - $87.6K
|
1.74K
$188K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
813+ 98.19% |
$66K - $81.9K
|
1.64K
$178K
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
798+ 5.09% |
$64.8K - $80.4K
|
16.5K
$1.78M
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
785+ 3.93% |
$63.8K - $79.1K
|
20.8K
$2.25M
|