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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
336+ 4.39% |
$27.7K - $29.7K
|
7.99K
$744K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
219+ 0.62% |
$18K - $19.4K
|
35.6K
$3.31M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
208+ 0.22% |
$17.1K - $18.4K
|
94K
$8.75M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$16.5K - $17.7K
|
200
$18.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166+ 1037.5% |
$13.7K - $14.7K
|
182
$16.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
163+ 5.17% |
$13.4K - $14.4K
|
3.31K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
153+ 1.62% |
$12.6K - $13.5K
|
9.6K
$894K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
146+ 6.05% |
$12K - $12.9K
|
2.56K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
121+ 390.32% |
$9.96K - $10.7K
|
152
$14.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
92+ 0.45% |
$7.57K - $8.13K
|
20.7K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
88+ 1.28% |
$7.24K - $7.78K
|
6.95K
$647K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
75+ 0.87% |
$6.17K - $6.63K
|
8.74K
$814K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
66New |
$5.43K - $5.84K
|
66
$6.15K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.82% |
$4.12K - $4.42K
|
2.79K
$260K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
33+ 8.64% |
$2.72K - $2.92K
|
415
$38.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33New |
$2.72K - $2.92K
|
33
$3.07K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
32New |
$2.63K - $2.83K
|
32
$2.98K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$1.81K - $1.95K
|
22
$2.05K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20New |
$1.65K - $1.77K
|
20
$1.86K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 1.88% |
$1.15K - $1.24K
|
757
$70.5K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.03% |
$823 - $884
|
31.1K
$2.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.25% |
$741 - $796
|
3.54K
$330K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.13% |
$658 - $707
|
6.33K
$589K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7+ 0.22% |
$576 - $619
|
3.18K
$296K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
6+ 75.0% |
$494 - $531
|
14
$1.3K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.23% |
$329 - $354
|
1.78K
$165K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.11% |
$329 - $354
|
3.59K
$335K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.12% |
$329 - $354
|
3.33K
$310K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.03% |
$82.3 - $88.4
|
3.34K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14- 0.32% |
$1.15K - $1.24K
|
4.36K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 1.94% |
$3.79K - $4.07K
|
2.32K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-53- 96.36% |
$4.36K - $4.69K
|
2
$186
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-105- 2.28% |
$8.64K - $9.28K
|
4.49K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 0.84% |
$9.05K - $9.73K
|
12.9K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-118- 13.29% |
$9.71K - $10.4K
|
770
$71.7K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-124- 58.49% |
$10.2K - $11K
|
88
$8.2K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-145- 5.79% |
$11.9K - $12.8K
|
2.36K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-169- 4.36% |
$13.9K - $14.9K
|
3.7K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-180- 0.42% |
$14.8K - $15.9K
|
42.4K
$3.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-188- 2.12% |
$15.5K - $16.6K
|
8.67K
$807K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-216- 6.07% |
$17.8K - $19.1K
|
3.34K
$311K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-220- 52.26% |
$18.1K - $19.5K
|
201
$18.7K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-243- 2.18% |
$20K - $21.5K
|
10.9K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-279- 7.85% |
$23K - $24.7K
|
3.27K
$305K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-328- 1.62% |
$27K - $29K
|
19.9K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-362- 83.99% |
$29.8K - $32K
|
69
$6.43K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-396- 0.59% |
$32.6K - $35K
|
66.3K
$6.17M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-465- 4.01% |
$38.3K - $41.1K
|
11.1K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-465- 4.01% |
$38.3K - $41.1K
|
11.1K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-471- 0.38% |
$38.8K - $41.6K
|
125K
$11.6M
|