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 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
212+ 0.05% |
$16K - $17.6K
|
392K
$36.5M
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
200+ 5.78% |
$15.1K - $16.6K
|
3.66K
$341K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
161New |
$12.2K - $13.3K
|
161
$15K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
150+ 4.17% |
$11.4K - $12.4K
|
3.75K
$349K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 2.25% |
$11.2K - $12.3K
|
6.73K
$626K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
132+ 0.27% |
$9.99K - $10.9K
|
48.6K
$4.53M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132+ 1.87% |
$9.99K - $10.9K
|
7.18K
$669K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
76+ 19.69% |
$5.75K - $6.3K
|
462
$43K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29+ 0.41% |
$2.19K - $2.4K
|
7.02K
$654K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16New |
$1.21K - $1.33K
|
16
$1.49K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
16+ 66.67% |
$1.21K - $1.33K
|
40
$3.73K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$530 - $580
|
7
$652
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$378 - $414
|
5
$466
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3New |
$227 - $249
|
3
$279
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.17% |
$378 - $414
|
2.96K
$275K
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8- 0.01% |
$605 - $663
|
81.7K
$7.61M
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-45- 0.56% |
$3.41K - $3.73K
|
7.94K
$740K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-64- 1.79% |
$4.84K - $5.3K
|
3.51K
$327K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-70- 26.92% |
$5.3K - $5.8K
|
190
$17.7K
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-103- 3.03% |
$7.79K - $8.54K
|
3.3K
$307K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-108- 0.19% |
$8.17K - $8.95K
|
56.6K
$5.27M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-111- 3.62% |
$8.4K - $9.2K
|
2.96K
$275K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-120- 21.35% |
$9.08K - $9.95K
|
442
$41.2K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-127- 5.57% |
$9.61K - $10.5K
|
2.15K
$201K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-127- 1.71% |
$9.61K - $10.5K
|
7.3K
$680K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-174- 5.97% |
$13.2K - $14.4K
|
2.74K
$255K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-177- 0.14% |
$13.4K - $14.7K
|
127K
$11.8M
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-383- 0.45% |
$29K - $31.7K
|
83.9K
$7.81M
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-515- 3.74% |
$39K - $42.7K
|
13.2K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-566- 16.56% |
$42.8K - $46.9K
|
2.85K
$266K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-646- 2.86% |
$48.9K - $53.5K
|
21.9K
$2.04M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-679- 0.92% |
$51.4K - $56.3K
|
72.8K
$6.78M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-810- 1.23% |
$61.3K - $67.1K
|
65K
$6.06M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-851- 6.14% |
$64.4K - $70.5K
|
13K
$1.21M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-872- 17.94% |
$66K - $72.3K
|
3.99K
$371K
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-940- 2.3% |
$71.1K - $77.9K
|
40K
$3.72M
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-989- 4.64% |
$74.8K - $82K
|
20.3K
$1.89M
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-994- 3.46% |
$75.2K - $82.4K
|
27.8K
$2.59M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.17K- 0.4% |
$88.2K - $96.6K
|
291K
$27.1M
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.2K- 16.22% |
$90.8K - $99.5K
|
6.2K
$577K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.5K- 8.91% |
$114K - $125K
|
15.4K
$1.43M
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.51K- 25.36% |
$114K - $125K
|
4.43K
$413K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.82K- 2.78% |
$137K - $151K
|
63.4K
$5.91M
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.95K- 2.53% |
$147K - $161K
|
75.2K
$7M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.14K- 21.51% |
$162K - $177K
|
7.81K
$727K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.9K- 51.79% |
$219K - $240K
|
2.7K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.39K- 25.89% |
$256K - $281K
|
9.7K
$903K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.11K- 7.12% |
$386K - $423K
|
66.6K
$6.21M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-5.13K- 7.31% |
$388K - $425K
|
65K
$6.05M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.94K- 39.92% |
$450K - $492K
|
8.94K
$833K
|