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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4K+ 895.59% |
$1.03M - $2.47M
|
14.9K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.8K+ 142.61% |
$982K - $2.35M
|
21.7K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.9K+ 100.59% |
$914K - $2.19M
|
23.7K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.8K+ 891.06% |
$905K - $2.17M
|
13.1K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.3K+ 100.0% |
$868K - $2.08M
|
22.6K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.2KNew |
$863K - $2.06M
|
11.2K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 109.09% |
$856K - $2.05M
|
21.3K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 90.64% |
$817K - $1.96M
|
22.3K
$2.01M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.64K+ 265.89% |
$741K - $1.77M
|
13.3K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.28K+ 100.0% |
$714K - $1.71M
|
18.6K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.77K+ 108.27% |
$675K - $1.62M
|
16.9K
$1.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
7.93KNew |
$610K - $1.46M
|
7.93K
$712K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.75K+ 136.28% |
$596K - $1.43M
|
13.4K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.51K+ 151.1% |
$578K - $1.38M
|
12.5K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.23K+ 110.66% |
$556K - $1.33M
|
13.8K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.95K+ 90.01% |
$535K - $1.28M
|
14.7K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.82K+ 307.07% |
$525K - $1.26M
|
9.04K
$811K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6.7K+ 156.46% |
$515K - $1.23M
|
11K
$986K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
6.5K+ 88.06% |
$500K - $1.2M
|
13.9K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.13KNew |
$472K - $1.13M
|
6.13K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.05K+ 101.42% |
$466K - $1.11M
|
12K
$1.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6.04K+ 100.0% |
$464K - $1.11M
|
12.1K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.65KNew |
$435K - $1.04M
|
5.65K
$507K
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.07K+ 173.28% |
$390K - $933K
|
7.99K
$717K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.71K+ 90.0% |
$363K - $868K
|
9.95K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3K+ 330.77% |
$331K - $792K
|
5.6K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.2K+ 100.0% |
$323K - $774K
|
8.4K
$754K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
3.84KNew |
$296K - $708K
|
3.84K
$345K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.73K+ 101.16% |
$287K - $688K
|
7.43K
$667K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.7K+ 100.0% |
$285K - $681K
|
7.4K
$664K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.6KNew |
$277K - $663K
|
3.6K
$323K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.58KNew |
$275K - $659K
|
3.58K
$321K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 116.35% |
$272K - $651K
|
6.58K
$590K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.53K+ 100.28% |
$272K - $650K
|
7.05K
$633K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.51K+ 99.89% |
$270K - $646K
|
7.02K
$630K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.49K+ 99.52% |
$268K - $643K
|
7K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.42KNew |
$263K - $629K
|
3.42K
$307K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.4KNew |
$262K - $626K
|
3.4K
$305K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 90.67% |
$258K - $617K
|
7.05K
$633K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.23K+ 135.21% |
$248K - $594K
|
5.61K
$504K
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.2KNew |
$246K - $589K
|
3.2K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 179.62% |
$243K - $581K
|
4.91K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.07KNew |
$236K - $565K
|
3.07K
$275K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.99K+ 100.0% |
$230K - $550K
|
5.98K
$537K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.96KNew |
$228K - $546K
|
2.96K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.95KNew |
$227K - $544K
|
2.95K
$265K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.95K+ 98.73% |
$227K - $543K
|
5.94K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.85K+ 94.62% |
$219K - $525K
|
5.86K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.72K+ 96.35% |
$209K - $500K
|
5.54K
$497K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.48KNew |
$191K - $457K
|
2.48K
$223K
|