Purchases and Sales Made in Q1 2023 in Vanguard S&P Small Cap 600 Val (VIOV)

VIOV Quotes by TradingView

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
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.47K
+ 72.52%
$190K - $454K
5.86K $587K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
2.22K
+ 100.0%
$171K - $409K
4.44K $444K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
2.17K
New
$167K - $400K
2.17K $217K
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
2.03K
+ 100.5%
$156K - $373K
4.04K $404K
May 04, 2023 Q1 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
2K
+ 137.12%
$154K - $369K
3.46K $346K
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.99K
+ 100.0%
$153K - $367K
3.99K $399K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.88K
+ 108.19%
$144K - $345K
3.61K $361K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.73K
+ 100.0%
$133K - $319K
3.46K $346K
Apr 18, 2023 Q1 2023
Erts Wealth Advisors, LLC

BUY
 -
1.7K
+ 87.65%
$131K - $314K
3.65K $365K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.7K
+ 90.01%
$131K - $314K
3.6K $360K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.68K
+ 112.47%
$129K - $309K
3.17K $317K
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.64K
+ 100.0%
$126K - $302K
3.28K $328K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.56K
+ 100.51%
$120K - $288K
3.12K $312K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.55K
+ 3982.05%
$120K - $286K
1.59K $159K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
1.52K
+ 67.24%
$117K - $279K
3.77K $377K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.44K
+ 100.0%
$111K - $265K
2.88K $288K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
1.44K
+ 92.3%
$111K - $265K
3K $300K
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
1.42K
+ 6.3%
$109K - $261K
23.9K $2.39M
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
1.41K
+ 93.49%
$108K - $259K
2.91K $291K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.27K
+ 126.29%
$98K - $234K
2.28K $228K
Apr 27, 2023 Q1 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
1.26K
+ 58.59%
$96.9K - $232K
3.41K $341K
Apr 27, 2023 Q1 2023
Jeppson Wealth Management, LLC

BUY
 -
1.26K
+ 92.64%
$96.8K - $232K
2.62K $262K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
1.17K
+ 87.2%
$90.2K - $216K
2.52K $252K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
977
+ 100.51%
$75.2K - $180K
1.95K $195K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
817
+ 99.03%
$62.9K - $150K
1.64K $164K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
611
+ 100.0%
$47K - $113K
1.22K $122K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
448
New
$34.5K - $82.5K
448 $44.8K
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
338
New
$26K - $62.2K
338 $33.8K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
300
+ 100.0%
$23.1K - $55.3K
600 $60K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
281
+ 100.0%
$21.6K - $51.8K
562 $56.2K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
222
+ 5550.0%
$17.1K - $40.9K
226 $22.6K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
218
+ 2725.0%
$16.8K - $40.1K
226 $22.6K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
207
+ 100.49%
$15.9K - $38.1K
413 $41.3K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
202
New
$15.5K - $37.2K
202 $20.2K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
174
+ 100.0%
$13.4K - $32K
348 $34.8K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
174
+ 100.0%
$13.4K - $32K
348 $34.8K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
133
+ 100.0%
$10.2K - $24.5K
266 $26.6K
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
100
+ 100.0%
$7.7K - $18.4K
200 $20K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
100
+ 100.0%
$7.7K - $18.4K
200 $20K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
95
+ 57.58%
$7.31K - $17.5K
260 $26K
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
90
New
$6.93K - $16.6K
90 $9K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
85
New
$6.54K - $15.7K
85 $8.5K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
70
+ 98.59%
$5.39K - $12.9K
141 $14.1K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
50
+ 100.0%
$3.85K - $9.21K
100 $10K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
45
+ 100.0%
$3.46K - $8.29K
90 $9K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
24
New
$1.85K - $4.42K
24 $2.4K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
14
New
$1.08K - $2.58K
14 $1.4K
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
13
+ 100.0%
$1K - $2.39K
26 $2.6K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
12
+ 100.0%
$923 - $2.21K
24 $2.4K

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