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 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-601- 1.07% |
$49.5K - $53.1K
|
55.4K
$5.27M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-606- 1.67% |
$49.9K - $53.6K
|
35.7K
$3.39M
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-623- 2.29% |
$51.3K - $55.1K
|
26.6K
$2.53M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-673- 22.87% |
$55.4K - $59.5K
|
2.27K
$216K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-679- 20.88% |
$55.9K - $60K
|
2.57K
$245K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-701- 2.46% |
$57.7K - $62K
|
27.8K
$2.64M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-718- 0.24% |
$59.1K - $63.5K
|
297K
$28.2M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-718- 0.24% |
$59.1K - $63.5K
|
297K
$28.2M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-766- 9.66% |
$63K - $67.7K
|
7.16K
$681K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-916- 31.79% |
$75.4K - $81K
|
1.97K
$187K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-921- 13.22% |
$75.8K - $81.4K
|
6.05K
$575K
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-929- 3.6% |
$76.5K - $82.1K
|
24.8K
$2.36M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 57.48% |
$92.4K - $99.2K
|
830
$78.9K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.23K- 27.72% |
$101K - $109K
|
3.22K
$306K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 1.72% |
$107K - $115K
|
74K
$7.03M
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.3K- 3.01% |
$107K - $115K
|
42K
$3.99M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.42K- 5.01% |
$116K - $125K
|
26.8K
$2.55M
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.43K- 22.67% |
$117K - $126K
|
4.86K
$462K
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.55K- 21.46% |
$128K - $137K
|
5.68K
$540K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.83K- 15.85% |
$150K - $161K
|
9.69K
$921K
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.12K- 2.67% |
$174K - $187K
|
77.2K
$7.34M
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.9K- 0.79% |
$238K - $256K
|
362K
$34.4M
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-3.02K- 31.26% |
$248K - $267K
|
6.63K
$631K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.35K- 31.3% |
$276K - $296K
|
7.35K
$699K
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.5K- 21.47% |
$288K - $309K
|
12.8K
$1.22M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.09K- 4.71% |
$337K - $362K
|
82.9K
$7.88M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.03K- 7.0% |
$414K - $445K
|
66.9K
$6.36M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-5.84K- 13.78% |
$481K - $517K
|
36.6K
$3.48M
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-6.79K- 4.14% |
$558K - $600K
|
157K
$15M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.07K- 23.56% |
$582K - $625K
|
22.9K
$2.18M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.21K- 6.47% |
$676K - $726K
|
119K
$11.3M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.22K- 16.75% |
$677K - $727K
|
40.9K
$3.88M
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.3K- 7.71% |
$852K - $915K
|
124K
$11.8M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.6K- 6.91% |
$1.28M - $1.38M
|
210K
$20M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 3.99% |
$1.32M - $1.42M
|
388K
$36.8M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 56.78% |
$1.6M - $1.71M
|
14.8K
$1.4M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.1K- 83.6% |
$1.74M - $1.87M
|
4.15K
$394K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.4K- 33.59% |
$2.18M - $2.34M
|
52.3K
$4.97M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.5K- 87.67% |
$2.42M - $2.6M
|
4.15K
$394K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.9K- 47.8% |
$3.94M - $4.23M
|
52.3K
$4.97M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.6K- 41.9% |
$4.08M - $4.38M
|
68.8K
$6.54M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.9K- 19.33% |
$5.26M - $5.65M
|
267K
$25.4M
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-123K- 54.7% |
$10.1M - $10.8M
|
102K
$9.65M
|