Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51.8K+ 470490.91% |
$5.46M - $6.11M
|
51.8K
$5.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
17.4K+ 1.08% |
$1.84M - $2.05M
|
1.63M
$177M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
17.3KNew |
$1.83M - $2.04M
|
17.3K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.3K+ 25.01% |
$1.51M - $1.69M
|
71.5K
$7.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.69KNew |
$1.02M - $1.14M
|
9.69K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
7.91KNew |
$834K - $933K
|
7.91K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5K+ 3.81% |
$527K - $590K
|
136K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.15KNew |
$332K - $371K
|
3.15K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.62KNew |
$276K - $309K
|
2.62K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 1.69% |
$135K - $151K
|
77K
$8.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.21K+ 0.99% |
$127K - $142K
|
123K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
327+ 17.07% |
$34.5K - $38.6K
|
2.24K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
317+ 2.33% |
$33.4K - $37.4K
|
13.9K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
62+ 1.05% |
$6.54K - $7.32K
|
5.96K
$647K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
45+ 0.9% |
$4.75K - $5.31K
|
5.04K
$547K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
36+ 1.5% |
$3.8K - $4.25K
|
2.44K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27+ 1.39% |
$2.85K - $3.19K
|
1.97K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 0.31% |
$2.64K - $2.95K
|
8.04K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.03% |
$738 - $826
|
24.7K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$211 - $236
|
2
$217
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.61% |
$105 - $118
|
63
$6.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.04% |
$105 - $118
|
50
$5.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7- 0.2% |
$738 - $826
|
3.51K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45- 8.36% |
$4.75K - $5.31K
|
493
$53.5K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 50.0% |
$5.27K - $5.9K
|
50
$5.43K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-144- 2.65% |
$15.2K - $17K
|
5.29K
$574K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-146- 4.38% |
$15.4K - $17.2K
|
3.19K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-211- 5.85% |
$22.2K - $24.9K
|
3.4K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-418- 3.2% |
$44.1K - $49.3K
|
12.7K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-791- 20.31% |
$83.4K - $93.3K
|
3.1K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.05K- 22.79% |
$111K - $124K
|
3.56K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 58.79% |
$127K - $142K
|
846
$91.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.42K- 31.35% |
$150K - $168K
|
3.12K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.72K- 3.72% |
$182K - $203K
|
44.6K
$4.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-3.45K- 10.21% |
$363K - $406K
|
30.3K
$3.29M
|