Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
929K+ 2323045.0% |
$76.9M - $89.7M
|
929K
$77.8M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
104KNew |
$8.62M - $10.1M
|
104K
$8.72M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
82.3K+ 1023.5% |
$6.82M - $7.94M
|
90.3K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
76K+ 125.84% |
$6.3M - $7.34M
|
136K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51.2KNew |
$4.24M - $4.94M
|
51.2K
$4.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
44.9KNew |
$3.72M - $4.33M
|
44.9K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
33.4K+ 10.41% |
$2.76M - $3.22M
|
354K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11K+ 413.8% |
$914K - $1.06M
|
13.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.8K+ 3.12% |
$811K - $946K
|
324K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.17KNew |
$759K - $885K
|
9.17K
$768K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.44K+ 11.87% |
$616K - $718K
|
70.1K
$5.87M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.4K+ 6.0% |
$613K - $715K
|
131K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
6.89K+ 6.83% |
$571K - $665K
|
108K
$9.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.32K+ 2.55% |
$523K - $610K
|
254K
$21.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.76K+ 205.61% |
$477K - $556K
|
8.55K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
5.46K+ 5.95% |
$452K - $527K
|
97.2K
$8.14M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.21K+ 4.65% |
$432K - $503K
|
117K
$9.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
4.84K+ 40.45% |
$401K - $467K
|
16.8K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.62K+ 20.54% |
$382K - $446K
|
27.1K
$2.27M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.45K+ 53.32% |
$368K - $429K
|
12.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.4K+ 23.27% |
$365K - $425K
|
23.3K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 1524.56% |
$355K - $414K
|
4.57K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.63KNew |
$301K - $351K
|
3.63K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
3.61K+ 4.25% |
$299K - $349K
|
88.7K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49K+ 5.64% |
$289K - $337K
|
65.4K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.41K+ 15.05% |
$282K - $329K
|
26K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.52K+ 36.57% |
$208K - $243K
|
9.4K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.43K+ 550.0% |
$201K - $235K
|
2.87K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.42K+ 33.89% |
$200K - $234K
|
9.56K
$800K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
2.39K+ 3.56% |
$198K - $231K
|
69.5K
$5.82M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.68K+ 4.57% |
$139K - $162K
|
38.5K
$3.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.51K+ 4.54% |
$125K - $145K
|
34.6K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 10.75% |
$115K - $134K
|
14.3K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.24KNew |
$103K - $120K
|
1.24K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.22K+ 0.75% |
$101K - $117K
|
164K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
941+ 17.25% |
$77.9K - $90.8K
|
6.4K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
769New |
$63.7K - $74.2K
|
769
$64.4K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
671+ 0.42% |
$55.6K - $64.8K
|
161K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
638+ 13.64% |
$52.8K - $61.6K
|
5.32K
$445K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
584New |
$48.4K - $56.4K
|
584
$48.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
409New |
$33.9K - $39.5K
|
409
$34.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
360+ 4000.0% |
$29.8K - $34.8K
|
369
$30.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
357+ 4.42% |
$29.6K - $34.5K
|
8.44K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
289+ 0.14% |
$23.9K - $27.9K
|
206K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
200+ 52.63% |
$16.6K - $19.3K
|
580
$48.6K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
187+ 7.62% |
$15.5K - $18.1K
|
2.64K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
180+ 1.49% |
$14.9K - $17.4K
|
12.3K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
145+ 1.05% |
$12K - $14K
|
14K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
139New |
$11.5K - $13.4K
|
139
$11.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
100+ 11.05% |
$8.28K - $9.65K
|
1.01K
$84.1K
|