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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.36KNew |
$459K - $514K
|
4.36K
$425K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4KNew |
$422K - $472K
|
4K
$390K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.97KNew |
$419K - $469K
|
3.97K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.15KNew |
$332K - $371K
|
3.15K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.15KNew |
$332K - $371K
|
3.15K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.11K+ 5.22% |
$328K - $367K
|
62.7K
$6.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.1KNew |
$327K - $366K
|
3.1K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.05K+ 4.29% |
$321K - $359K
|
74.1K
$7.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.87KNew |
$303K - $339K
|
2.87K
$280K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.85KNew |
$301K - $337K
|
2.85K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.65KNew |
$279K - $313K
|
2.65K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.62KNew |
$276K - $309K
|
2.62K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.58K+ 10.81% |
$272K - $305K
|
26.5K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.53KNew |
$267K - $299K
|
2.53K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.47K+ 56.43% |
$261K - $292K
|
6.86K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.45K+ 102.34% |
$258K - $289K
|
4.84K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 9.66% |
$244K - $273K
|
26.2K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.3KNew |
$243K - $271K
|
2.3K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2.3K+ 61.01% |
$243K - $271K
|
6.07K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.29K+ 16.0% |
$241K - $270K
|
16.6K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.29KNew |
$241K - $270K
|
2.29K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.26KNew |
$239K - $267K
|
2.26K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 82.41% |
$238K - $266K
|
4.99K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.24KNew |
$236K - $264K
|
2.24K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.21K+ 11.34% |
$233K - $260K
|
21.7K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.07KNew |
$218K - $244K
|
2.07K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.06K+ 31.5% |
$218K - $243K
|
8.61K
$840K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.98KNew |
$209K - $234K
|
1.98K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.97KNew |
$208K - $232K
|
1.97K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 5.72% |
$206K - $230K
|
36.1K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.92KNew |
$202K - $226K
|
1.92K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.79K+ 2.01% |
$189K - $212K
|
91.2K
$8.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 5.8% |
$181K - $203K
|
31.3K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.69K+ 2.98% |
$178K - $199K
|
58.3K
$5.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.52K+ 0.98% |
$160K - $179K
|
157K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.5K+ 8.94% |
$158K - $177K
|
18.2K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.46K+ 8.75% |
$154K - $172K
|
18.2K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.45K+ 8.57% |
$153K - $171K
|
18.4K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 11.94% |
$152K - $170K
|
13.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.39K+ 6.01% |
$146K - $164K
|
24.5K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.33K+ 0.76% |
$140K - $157K
|
176K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 11.78% |
$138K - $155K
|
12.5K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.31K+ 1.44% |
$138K - $154K
|
92K
$8.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 1.69% |
$135K - $151K
|
77K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.22K+ 2.47% |
$129K - $144K
|
50.6K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.21K+ 0.99% |
$127K - $142K
|
123K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.21K+ 11.51% |
$127K - $142K
|
11.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.07KNew |
$113K - $126K
|
1.07K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.06K+ 13.33% |
$112K - $125K
|
8.99K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.05K+ 19.06% |
$111K - $124K
|
6.57K
$641K
|