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 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46New |
$4.85K - $5.43K
|
46
$4.49K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
45+ 0.9% |
$4.75K - $5.31K
|
5.04K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43+ 0.12% |
$4.53K - $5.07K
|
36.8K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
42+ 1.61% |
$4.43K - $4.96K
|
2.64K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 1.91% |
$3.9K - $4.37K
|
1.98K
$193K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
36+ 1.5% |
$3.8K - $4.25K
|
2.44K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
35+ 1.48% |
$3.69K - $4.13K
|
2.41K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
32+ 0.14% |
$3.37K - $3.78K
|
22.9K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
29+ 1.48% |
$3.06K - $3.42K
|
1.99K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27+ 1.39% |
$2.85K - $3.19K
|
1.97K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 0.31% |
$2.64K - $2.95K
|
8.04K
$785K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 1.13% |
$2.53K - $2.83K
|
2.15K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
22+ 1.47% |
$2.32K - $2.6K
|
1.52K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
18+ 0.38% |
$1.9K - $2.12K
|
4.74K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.23% |
$1.37K - $1.53K
|
5.69K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 1.44% |
$949 - $1.06K
|
632
$61.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$844 - $944
|
8
$781
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$844 - $944
|
2.45K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.03% |
$738 - $826
|
24.7K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4+ 0.11% |
$422 - $472
|
3.68K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.28% |
$316 - $354
|
237
$23.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.07% |
$316 - $354
|
4.3K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$211 - $236
|
2
$195
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 1.54% |
$105 - $118
|
66
$6.44K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.61% |
$105 - $118
|
63
$6.15K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.43% |
$105 - $118
|
233
$22.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 2.04% |
$105 - $118
|
50
$4.88K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.11% |
$316 - $354
|
2.63K
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-4- 0.06% |
$422 - $472
|
7.01K
$684K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.63% |
$738 - $826
|
1.11K
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7- 0.2% |
$738 - $826
|
3.51K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-8- 0.07% |
$844 - $944
|
12.1K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.14% |
$949 - $1.06K
|
6.36K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10- 0.17% |
$1.05K - $1.18K
|
5.83K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-14- 0.4% |
$1.48K - $1.65K
|
3.45K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-18- 64.29% |
$1.9K - $2.12K
|
10
$976
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19- 0.32% |
$2K - $2.24K
|
5.96K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 0.42% |
$2.11K - $2.36K
|
4.73K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-26- 0.71% |
$2.74K - $3.07K
|
3.64K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45- 8.36% |
$4.75K - $5.31K
|
493
$48.1K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 50.0% |
$5.27K - $5.9K
|
50
$4.88K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-58- 2.28% |
$6.12K - $6.84K
|
2.48K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-85- 7.76% |
$8.96K - $10K
|
1.01K
$98.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-88- 0.62% |
$9.28K - $10.4K
|
14.2K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-88- 1.48% |
$9.28K - $10.4K
|
5.85K
$571K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-100- 1.05% |
$10.5K - $11.8K
|
9.45K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-104- 6.01% |
$11K - $12.3K
|
1.63K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-120- 10.73% |
$12.7K - $14.2K
|
998
$97.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-139- 1.28% |
$14.7K - $16.4K
|
10.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-140- 2.54% |
$14.8K - $16.5K
|
5.38K
$525K
|