Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
321KNew |
$24.7M - $59.1M
|
321K
$32.1M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
273K+ 108.0% |
$21M - $50.2M
|
525K
$52.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
183K+ 87.25% |
$14M - $33.6M
|
392K
$39.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 103.77% |
$13.5M - $32.3M
|
344K
$34.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
140K+ 92.24% |
$10.8M - $25.8M
|
292K
$29.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 112.13% |
$9.94M - $23.8M
|
244K
$24.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
117K+ 100.84% |
$9.03M - $21.6M
|
234K
$23.4M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
104K+ 101.41% |
$8.03M - $19.2M
|
207K
$20.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
101K+ 123.83% |
$7.75M - $18.6M
|
182K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.5K+ 144.3% |
$7.19M - $17.2M
|
158K
$15.8M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
89.7K+ 97.97% |
$6.9M - $16.5M
|
181K
$18.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
83.4K+ 368.51% |
$6.42M - $15.4M
|
106K
$10.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.9K+ 114.48% |
$6.3M - $15.1M
|
153K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
63.3K+ 99.84% |
$4.87M - $11.7M
|
127K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.1K+ 98.39% |
$4.86M - $11.6M
|
127K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.9K+ 305.64% |
$4.45M - $10.7M
|
76.8K
$7.68M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
55K+ 504.69% |
$4.23M - $10.1M
|
65.8K
$6.59M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
44.7K+ 97.12% |
$3.44M - $8.23M
|
90.7K
$9.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
BUY
|
- |
42.3K+ 98.74% |
$3.26M - $7.79M
|
85.2K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41K+ 106.87% |
$3.15M - $7.55M
|
79.3K
$7.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
40.8K+ 93.89% |
$3.14M - $7.52M
|
84.3K
$8.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
40.2K+ 105.31% |
$3.1M - $7.41M
|
78.4K
$7.84M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
38.3K+ 100.0% |
$2.95M - $7.06M
|
76.7K
$7.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
38K+ 96.96% |
$2.92M - $6.99M
|
77.1K
$7.71M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.9K+ 111.83% |
$2.91M - $6.98M
|
71.7K
$7.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
34.9K+ 90.27% |
$2.68M - $6.42M
|
73.5K
$7.35M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.9K+ 108.15% |
$2.61M - $6.24M
|
65.2K
$6.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
33.2K+ 89.69% |
$2.55M - $6.11M
|
70.1K
$7.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
33K+ 152.07% |
$2.54M - $6.07M
|
54.6K
$5.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.9K+ 105.53% |
$2.46M - $5.88M
|
62.2K
$6.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
29KNew |
$2.23M - $5.34M
|
29K
$2.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
28.1K+ 98.14% |
$2.16M - $5.18M
|
56.7K
$5.68M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27KNew |
$2.08M - $4.97M
|
27K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
25.4K+ 151.91% |
$1.95M - $4.68M
|
42.1K
$4.21M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
25.4K+ 1163.41% |
$1.95M - $4.67M
|
27.6K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.3K+ 118.33% |
$1.87M - $4.48M
|
44.9K
$4.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 100.01% |
$1.87M - $4.47M
|
48.5K
$4.85M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 93.27% |
$1.75M - $4.18M
|
47K
$4.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
22KNew |
$1.69M - $4.06M
|
22K
$2.2M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20.1K+ 96.32% |
$1.54M - $3.7M
|
40.9K
$4.09M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
19.7K+ 119.48% |
$1.52M - $3.63M
|
36.2K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.5K+ 125.91% |
$1.43M - $3.41M
|
33.3K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.9K+ 108.74% |
$1.3M - $3.12M
|
32.5K
$3.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.6K+ 135.09% |
$1.2M - $2.87M
|
27.1K
$2.71M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15.3K+ 100.01% |
$1.18M - $2.81M
|
30.5K
$3.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.2K+ 99.88% |
$1.17M - $2.79M
|
30.3K
$3.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
14.3K+ 99.49% |
$1.1M - $2.64M
|
28.8K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 169.14% |
$1.08M - $2.59M
|
22.4K
$2.24M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14K+ 100.03% |
$1.08M - $2.58M
|
28K
$2.81M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.8K+ 108.27% |
$1.06M - $2.53M
|
26.5K
$2.65M
|