Purchases and Sales Made in Q2 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
37.5K+ 88.98% |
$2.84M - $3.11M
|
79.6K
$7.57M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.3K+ 18.44% |
$2.14M - $2.35M
|
182K
$17.3M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
17.8K+ 3.39% |
$1.35M - $1.47M
|
543K
$51.6M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.5KNew |
$1.25M - $1.37M
|
16.5K
$1.57M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.6K+ 38.75% |
$953K - $1.04M
|
45.1K
$4.29M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 20.02% |
$942K - $1.03M
|
74.7K
$7.1M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11KNew |
$831K - $910K
|
11K
$1.04M
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
10.1K+ 297.39% |
$767K - $840K
|
13.5K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.7KNew |
$658K - $721K
|
8.7K
$827K
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
7.19K+ 8.44% |
$544K - $596K
|
92.3K
$8.78M
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7.02K+ 12.85% |
$531K - $582K
|
61.6K
$5.86M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6.83K+ 43.7% |
$517K - $566K
|
22.5K
$2.14M
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
6.5K+ 98.48% |
$492K - $539K
|
13.1K
$1.24M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5KNew |
$378K - $414K
|
5K
$475K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.87K+ 1.52% |
$369K - $404K
|
326K
$31M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.42K+ 16.39% |
$334K - $366K
|
31.4K
$2.98M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.16K+ 31.36% |
$315K - $345K
|
17.4K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.32K+ 982.54% |
$251K - $275K
|
3.66K
$348K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.31K+ 9.14% |
$250K - $274K
|
39.5K
$3.76M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 24.18% |
$246K - $269K
|
16.7K
$1.59M
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.03K+ 3.34% |
$230K - $251K
|
93.7K
$8.91M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
3.02K+ 1.46% |
$228K - $250K
|
210K
$20M
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.69KNew |
$204K - $223K
|
2.69K
$256K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.66KNew |
$201K - $221K
|
2.66K
$253K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.89K+ 33.68% |
$143K - $157K
|
7.5K
$713K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.83K+ 108.46% |
$139K - $152K
|
3.52K
$335K
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 5.14% |
$118K - $129K
|
31.9K
$3.03M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 1.2% |
$116K - $127K
|
129K
$12.2M
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
1.52K+ 5.5% |
$115K - $126K
|
29.1K
$2.76M
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.33K+ 97.01% |
$101K - $110K
|
2.7K
$257K
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.29K+ 1.64% |
$97.2K - $107K
|
79.7K
$7.58M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$76.7K - $84K
|
1.01K
$96.3K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
898+ 18.28% |
$68K - $74.4K
|
5.81K
$552K
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
892+ 22.07% |
$67.5K - $73.9K
|
4.93K
$469K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
779+ 2.94% |
$58.9K - $64.6K
|
27.2K
$2.59M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
664New |
$50.2K - $55K
|
664
$63.1K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
594+ 2.05% |
$44.9K - $49.2K
|
29.6K
$2.81M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
515+ 2.31% |
$39K - $42.7K
|
22.9K
$2.17M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
459+ 15.93% |
$34.7K - $38K
|
3.34K
$318K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
419+ 3.48% |
$31.7K - $34.7K
|
12.4K
$1.18M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
386+ 12.81% |
$29.2K - $32K
|
3.4K
$323K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
366+ 94.33% |
$27.7K - $30.3K
|
754
$71.7K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
362+ 3.3% |
$27.4K - $30K
|
11.3K
$1.08M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
280+ 11.28% |
$21.2K - $23.2K
|
2.76K
$263K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
277+ 8.74% |
$21K - $23K
|
3.45K
$328K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
262+ 7.26% |
$19.8K - $21.7K
|
3.87K
$368K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
260New |
$19.7K - $21.6K
|
260
$24.7K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
250+ 1.06% |
$18.9K - $20.7K
|
23.9K
$2.28M
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
230+ 6.3% |
$17.4K - $19.1K
|
3.88K
$369K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
212+ 0.76% |
$16K - $17.6K
|
28.3K
$2.69M
|