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 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
90+ 0.39% |
$7.45K - $8.69K
|
23.4K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
60+ 1.06% |
$4.97K - $5.79K
|
5.72K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
53+ 1.58% |
$4.39K - $5.12K
|
3.42K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
46+ 0.73% |
$3.81K - $4.44K
|
6.35K
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
42+ 0.39% |
$3.48K - $4.05K
|
10.7K
$898K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37New |
$3.06K - $3.57K
|
37
$3.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
32New |
$2.65K - $3.09K
|
32
$2.68K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20+ 2.19% |
$1.66K - $1.93K
|
935
$78.3K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14New |
$1.16K - $1.35K
|
14
$1.17K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.32% |
$1.08K - $1.25K
|
4.03K
$337K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.21% |
$994 - $1.16K
|
5.78K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.12% |
$994 - $1.16K
|
10.3K
$865K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12+ 0.18% |
$994 - $1.16K
|
6.79K
$569K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 1.3% |
$911 - $1.06K
|
854
$71.5K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10+ 0.31% |
$828 - $965
|
3.24K
$271K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6+ 0.2% |
$497 - $579
|
3.03K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.15% |
$497 - $579
|
3.93K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.01% |
$331 - $386
|
31.1K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.14% |
$331 - $386
|
2.89K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.03% |
$166 - $193
|
6.11K
$512K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.49% |
$82.8 - $96.5
|
205
$17.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3- 1.39% |
$248 - $290
|
213
$17.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 1.21% |
$331 - $386
|
327
$27.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-16- 11.11% |
$1.32K - $1.54K
|
128
$10.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-22- 91.67% |
$1.82K - $2.12K
|
2
$167
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-38- 0.88% |
$3.15K - $3.67K
|
4.27K
$357K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-40- 2.18% |
$3.31K - $3.86K
|
1.8K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-40- 0.2% |
$3.31K - $3.86K
|
19.8K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-43- 0.16% |
$3.56K - $4.15K
|
26.7K
$2.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-57- 4.04% |
$4.72K - $5.5K
|
1.35K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-60- 1.72% |
$4.97K - $5.79K
|
3.42K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-68- 0.2% |
$5.63K - $6.56K
|
34.8K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-76- 0.87% |
$6.29K - $7.34K
|
8.67K
$726K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-88- 2.09% |
$7.29K - $8.49K
|
4.13K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-92- 21.8% |
$7.62K - $8.88K
|
330
$27.6K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-144- 2.11% |
$11.9K - $13.9K
|
6.67K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-150- 4.61% |
$12.4K - $14.5K
|
3.1K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.2% |
$12.4K - $14.5K
|
12.3K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-161- 0.44% |
$13.3K - $15.5K
|
36.8K
$3.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-174- 0.44% |
$14.4K - $16.8K
|
39.6K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-180- 1.47% |
$14.9K - $17.4K
|
12.1K
$1.01M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-187- 13.73% |
$15.5K - $18.1K
|
1.18K
$98.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-238- 1.5% |
$19.7K - $23K
|
15.7K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-306- 0.72% |
$25.3K - $29.5K
|
42.4K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-321- 1.4% |
$26.6K - $31K
|
22.6K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-399- 1.31% |
$33K - $38.5K
|
30K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-437- 90.29% |
$36.2K - $42.2K
|
47
$3.93K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-450- 10.89% |
$37.3K - $43.4K
|
3.68K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-464- 0.64% |
$38.4K - $44.8K
|
72.1K
$6.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-488- 0.29% |
$40.4K - $47.1K
|
170K
$14.3M
|