Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
195New |
$14.6K - $17.4K
|
195
$18.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
168+ 8.02% |
$12.6K - $15K
|
2.26K
$210K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
162+ 13.32% |
$12.1K - $14.5K
|
1.38K
$128K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
160+ 1.46% |
$12K - $14.3K
|
11.1K
$1.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
145+ 557.69% |
$10.9K - $13K
|
171
$15.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
122+ 1.33% |
$9.13K - $10.9K
|
9.28K
$862K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$7.48K - $8.94K
|
100
$9.29K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75+ 4.09% |
$5.61K - $6.7K
|
1.91K
$177K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
69+ 9.93% |
$5.16K - $6.17K
|
764
$71K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69+ 2.21% |
$5.16K - $6.17K
|
3.19K
$297K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
60+ 3.5% |
$4.49K - $5.36K
|
1.77K
$165K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
57+ 4.38% |
$4.27K - $5.1K
|
1.36K
$126K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
18+ 0.9% |
$1.35K - $1.61K
|
2.02K
$187K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.07% |
$1.35K - $1.61K
|
24.3K
$2.26M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.35% |
$224 - $268
|
857
$79.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.12% |
$224 - $268
|
2.47K
$230K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.03% |
$74.8 - $89.4
|
3.49K
$325K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.39% |
$74.8 - $89.4
|
259
$24.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$74.8 - $89.4
|
292
$27.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$74.8 - $89.4
|
11.4K
$1.06M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 3.85% |
$150 - $179
|
50
$4.65K
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11- 0.07% |
$823 - $983
|
14.9K
$1.38M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-15- 0.69% |
$1.12K - $1.34K
|
2.15K
$200K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-18- 0.52% |
$1.35K - $1.61K
|
3.47K
$322K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.3% |
$1.5K - $1.79K
|
6.65K
$618K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-38- 0.26% |
$2.84K - $3.4K
|
14.5K
$1.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-42- 3.03% |
$3.14K - $3.75K
|
1.35K
$125K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-56- 12.64% |
$4.19K - $5.01K
|
387
$36K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-60Closed |
$4.49K - $5.36K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-61- 7.99% |
$4.56K - $5.45K
|
702
$65.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-69Closed |
$5.16K - $6.17K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-83Closed |
$6.21K - $7.42K
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-100- 6.44% |
$7.48K - $8.94K
|
1.45K
$135K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-102- 4.82% |
$7.63K - $9.12K
|
2.01K
$187K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-148- 68.52% |
$11.1K - $13.2K
|
68
$6.32K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-195Closed |
$14.6K - $17.4K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-204- 2.31% |
$15.3K - $18.2K
|
8.62K
$801K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-216- 28.84% |
$16.2K - $19.3K
|
533
$49.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-287Closed |
$21.5K - $25.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-306- 7.88% |
$22.9K - $27.4K
|
3.58K
$332K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-334Closed |
$25K - $29.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-350Closed |
$26.2K - $31.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-354- 20.56% |
$26.5K - $31.6K
|
1.37K
$127K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-400- 18.32% |
$29.9K - $35.8K
|
1.78K
$166K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-439- 0.38% |
$32.9K - $39.2K
|
116K
$10.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-488- 10.17% |
$36.5K - $43.6K
|
4.31K
$400K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-500- 2.16% |
$37.4K - $44.7K
|
22.6K
$2.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-500- 0.41% |
$37.4K - $44.7K
|
123K
$11.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-680- 38.99% |
$50.9K - $60.8K
|
1.06K
$98.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-766- 29.97% |
$57.3K - $68.5K
|
1.79K
$166K
|