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 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-543- 0.32% |
$45K - $52.4K
|
169K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-576- 1.75% |
$47.7K - $55.6K
|
32.3K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-625- 10.92% |
$51.8K - $60.3K
|
5.1K
$427K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-852- 3.79% |
$70.6K - $82.2K
|
21.6K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-888Closed |
$73.5K - $85.7K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.05K- 0.84% |
$86.9K - $101K
|
123K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.1K- 4.66% |
$91.3K - $106K
|
22.5K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-1.21K- 4.79% |
$100K - $117K
|
24.1K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.5K- 5.33% |
$124K - $145K
|
26.6K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 28.62% |
$132K - $154K
|
3.99K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.24K- 98.07% |
$185K - $216K
|
44
$3.68K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-2.55K- 1.85% |
$211K - $247K
|
136K
$11.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.73K- 57.23% |
$226K - $264K
|
2.04K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-2.77K- 2.9% |
$230K - $268K
|
92.9K
$7.78M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-2.84K- 28.93% |
$236K - $275K
|
6.99K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.98K- 4.96% |
$247K - $287K
|
57K
$4.77M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 37.04% |
$249K - $291K
|
5.12K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.03K- 35.96% |
$251K - $292K
|
5.39K
$451K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-3.65K- 4.35% |
$302K - $352K
|
80.2K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.13K- 10.62% |
$342K - $398K
|
34.8K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-4.85K- 4.87% |
$402K - $468K
|
94.8K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.05K- 48.2% |
$501K - $584K
|
6.5K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.84K- 2.48% |
$649K - $757K
|
309K
$25.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.21K- 60.94% |
$680K - $793K
|
5.26K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.2K- 9.21% |
$842K - $982K
|
100K
$8.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.2K- 12.88% |
$1.26M - $1.46M
|
103K
$8.59M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-17.8K- 66.95% |
$1.47M - $1.72M
|
8.79K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27K- 16.13% |
$2.23M - $2.6M
|
140K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-39K- 60.81% |
$3.23M - $3.76M
|
25.1K
$2.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-929K- 99.98% |
$76.9M - $89.7M
|
172
$14.4K
|