Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
163KNew |
$13.4M - $14.4M
|
163K
$15.5M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
107K+ 7349.28% |
$8.83M - $9.48M
|
109K
$10.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.1KNew |
$2.81M - $3.02M
|
34.1K
$3.25M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
22.7KNew |
$1.87M - $2.01M
|
22.7K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1KNew |
$1.49M - $1.6M
|
18.1K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18KNew |
$1.48M - $1.59M
|
18K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.7K+ 10.95% |
$1.45M - $1.56M
|
179K
$17M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.6K+ 2.4% |
$1.12M - $1.2M
|
580K
$55.1M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.8K+ 368.75% |
$971K - $1.04M
|
15K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.62KNew |
$792K - $851K
|
9.62K
$915K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.87K+ 18.23% |
$730K - $784K
|
57.5K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.67KNew |
$714K - $767K
|
8.67K
$825K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.6K+ 28.44% |
$625K - $672K
|
34.3K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.54KNew |
$620K - $666K
|
7.54K
$716K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.79KNew |
$559K - $601K
|
6.79K
$646K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.99K+ 1.71% |
$493K - $530K
|
356K
$33.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.59K+ 20.17% |
$460K - $494K
|
33.3K
$3.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.76K+ 15.12% |
$392K - $421K
|
36.2K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.34K+ 9.66% |
$357K - $384K
|
49.3K
$4.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
4.17KNew |
$343K - $369K
|
4.17K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
3.56K+ 4.29% |
$293K - $315K
|
86.7K
$8.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.53K+ 5.04% |
$290K - $312K
|
73.5K
$6.99M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.39K+ 32.5% |
$279K - $299K
|
13.8K
$1.31M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.35K+ 1.14% |
$276K - $296K
|
297K
$28.2M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.29KNew |
$271K - $291K
|
3.29K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.2KNew |
$263K - $283K
|
3.2K
$304K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.15K+ 3.68% |
$259K - $279K
|
88.7K
$8.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
2.44K+ 2.46% |
$201K - $215K
|
101K
$9.64M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.43KNew |
$200K - $215K
|
2.43K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.28K+ 2.37% |
$188K - $202K
|
98.6K
$9.37M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.96K+ 11.14% |
$161K - $173K
|
19.5K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.9K+ 11.18% |
$156K - $168K
|
18.9K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.89K+ 13.51% |
$156K - $167K
|
15.9K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.75K+ 9.44% |
$144K - $155K
|
20.3K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.69K+ 0.77% |
$139K - $149K
|
220K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 5.31% |
$99.8K - $107K
|
24.1K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 19.73% |
$91.5K - $98.3K
|
6.75K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07KNew |
$88.2K - $94.8K
|
1.07K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.03K+ 2.46% |
$84.9K - $91.2K
|
43K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
872New |
$71.8K - $77.1K
|
872
$82.9K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
686New |
$56.5K - $60.7K
|
686
$65.2K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
685+ 2.94% |
$56.4K - $60.6K
|
24K
$2.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
613New |
$50.5K - $54.2K
|
613
$58.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
540New |
$44.4K - $47.7K
|
540
$51.3K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
509+ 13.92% |
$41.9K - $45K
|
4.17K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
471+ 147.19% |
$38.8K - $41.6K
|
791
$75.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
419+ 2.26% |
$34.5K - $37K
|
19K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
401+ 178.22% |
$33K - $35.5K
|
626
$59.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 1.78% |
$32K - $34.4K
|
22.2K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
350New |
$28.8K - $30.9K
|
350
$33.3K
|