Purchases and Sales Made in Q1 2022 in Vanguard S&P Small Cap 600 Val (VIOV)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Val (VIOV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 VAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
93.7KNew |
$7.86M - $8.68M
|
93.7K
$9.39M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.5K+ 33.81% |
$4.58M - $5.05M
|
216K
$21.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
37.2KNew |
$3.13M - $3.45M
|
37.2K
$3.73M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
35.9K+ 276.23% |
$3.01M - $3.32M
|
48.9K
$4.9M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.3KNew |
$2.21M - $2.44M
|
26.3K
$2.64M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.6KNew |
$1.82M - $2.01M
|
21.6K
$2.17M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
19.4K+ 9.83% |
$1.63M - $1.8M
|
217K
$21.8M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 48.33% |
$1.53M - $1.69M
|
56K
$5.61M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16.8KNew |
$1.41M - $1.56M
|
16.8K
$1.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12K+ 399.53% |
$1.01M - $1.11M
|
15K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.32KNew |
$698K - $771K
|
8.32K
$834K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.86K+ 16.56% |
$659K - $728K
|
55.3K
$5.54M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.34K+ 227.02% |
$616K - $680K
|
10.6K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.19K+ 19.11% |
$604K - $666K
|
44.8K
$4.5M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.94K+ 4.01% |
$499K - $551K
|
154K
$15.5M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.76K+ 18.92% |
$483K - $534K
|
36.2K
$3.63M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.51K+ 31.52% |
$379K - $418K
|
18.8K
$1.89M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.13K+ 6.35% |
$347K - $383K
|
69.2K
$6.94M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.86K+ 3.43% |
$324K - $357K
|
116K
$11.6M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
3.49K+ 3.65% |
$293K - $324K
|
99.3K
$9.96M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.12KNew |
$262K - $289K
|
3.12K
$313K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.93KNew |
$246K - $271K
|
2.93K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.43K+ 1928.57% |
$204K - $225K
|
2.56K
$256K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.17K+ 8.66% |
$182K - $201K
|
27.2K
$2.72M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.08K+ 4.14% |
$175K - $193K
|
52.4K
$5.25M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.98KNew |
$166K - $183K
|
1.98K
$199K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.81K+ 59.68% |
$152K - $168K
|
4.85K
$486K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.7K+ 1.11% |
$143K - $158K
|
154K
$15.5M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.63K+ 12.85% |
$137K - $151K
|
14.3K
$1.43M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 5.59% |
$118K - $130K
|
26.6K
$2.66M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.38K+ 7.87% |
$116K - $128K
|
18.9K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 7.59% |
$111K - $123K
|
18.8K
$1.88M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27KNew |
$107K - $118K
|
1.27K
$127K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$102K - $113K
|
1.22K
$122K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2KNew |
$101K - $111K
|
1.2K
$120K
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.17K+ 2.6% |
$98.3K - $108K
|
46.1K
$4.63M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.16KNew |
$97.1K - $107K
|
1.16K
$116K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$96.5K - $107K
|
1.15K
$115K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.15K+ 1.88% |
$96.3K - $106K
|
62K
$6.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
981New |
$82.3K - $90.9K
|
981
$98.4K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
763New |
$64K - $70.7K
|
763
$76.5K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
665+ 7.61% |
$55.8K - $61.6K
|
9.4K
$943K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
627+ 22.09% |
$52.6K - $58.1K
|
3.47K
$348K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
590+ 561.9% |
$49.5K - $54.7K
|
695
$69.7K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
531+ 33.93% |
$44.6K - $49.2K
|
2.1K
$210K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
510+ 1.31% |
$42.8K - $47.3K
|
39.3K
$3.94M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 137.25% |
$41.1K - $45.4K
|
847
$84.9K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
357+ 9.65% |
$30K - $33.1K
|
4.06K
$407K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
350New |
$29.4K - $32.4K
|
350
$35.1K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
327+ 10.33% |
$27.4K - $30.3K
|
3.49K
$350K
|