Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
106KNew |
$8.6M - $9.34M
|
106K
$10.6M
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
103KNew |
$8.33M - $9.05M
|
103K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
76.3K+ 61.61% |
$6.18M - $6.71M
|
200K
$20M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.9K+ 91.59% |
$3.87M - $4.21M
|
100K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.2K+ 199.61% |
$2.93M - $3.18M
|
54.3K
$5.43M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.8KNew |
$2.09M - $2.27M
|
25.8K
$2.58M
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
19.4KNew |
$1.57M - $1.7M
|
19.4K
$1.94M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$819K - $889K
|
10.1K
$1.01M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.83K+ 6.03% |
$795K - $864K
|
173K
$17.3M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.69KNew |
$622K - $676K
|
7.69K
$769K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.18K+ 173.29% |
$581K - $631K
|
11.3K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.86KNew |
$555K - $603K
|
6.86K
$686K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.19KNew |
$420K - $456K
|
5.19K
$519K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.07K+ 22.12% |
$411K - $446K
|
28K
$2.8M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4.03K+ 4.54% |
$326K - $354K
|
92.7K
$9.28M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$324K - $352K
|
4K
$400K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.51K+ 17.97% |
$284K - $309K
|
23K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.4K+ 35.34% |
$275K - $299K
|
13K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.27K+ 2.76% |
$265K - $288K
|
122K
$12.2M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
3.11K+ 4.24% |
$252K - $274K
|
76.6K
$7.66M
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.99KNew |
$242K - $263K
|
2.99K
$299K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.74KNew |
$222K - $241K
|
2.74K
$274K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.45K+ 15.4% |
$198K - $215K
|
18.3K
$1.83M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.02K+ 54.45% |
$163K - $177K
|
5.72K
$572K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.55K+ 4.54% |
$125K - $136K
|
35.7K
$3.57M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.09K+ 34.03% |
$88.5K - $96.2K
|
4.31K
$431K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
953+ 0.57% |
$77.1K - $83.8K
|
167K
$16.7M
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
944+ 1.09% |
$76.4K - $83K
|
87.7K
$8.77M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
857New |
$69.3K - $75.3K
|
857
$85.7K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
823+ 0.99% |
$66.6K - $72.3K
|
83.7K
$8.37M
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
604+ 8.95% |
$48.9K - $53.1K
|
7.35K
$735K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
477+ 1.32% |
$38.6K - $41.9K
|
36.7K
$3.67M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
415New |
$33.6K - $36.5K
|
415
$41.5K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
403+ 4.2% |
$32.6K - $35.4K
|
10K
$1M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
348+ 0.53% |
$28.2K - $30.6K
|
66.6K
$6.66M
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
200+ 1.56% |
$16.2K - $17.6K
|
13K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
188+ 1.0% |
$15.2K - $16.5K
|
19K
$1.9M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
144New |
$11.7K - $12.7K
|
144
$14.4K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
144New |
$11.7K - $12.7K
|
144
$14.4K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
142+ 0.96% |
$11.5K - $12.5K
|
14.9K
$1.49M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
114New |
$9.22K - $10K
|
114
$11.4K
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
101+ 1.16% |
$8.17K - $8.88K
|
8.84K
$884K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 100.0% |
$8.09K - $8.79K
|
200
$20K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58New |
$4.69K - $5.1K
|
58
$5.8K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44New |
$3.56K - $3.87K
|
44
$4.4K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 1.19% |
$3.4K - $3.69K
|
3.58K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37New |
$2.99K - $3.25K
|
37
$3.7K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.05% |
$1.86K - $2.02K
|
42.5K
$4.25M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
15+ 0.22% |
$1.21K - $1.32K
|
6.96K
$697K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 1.19% |
$728 - $791
|
766
$76.6K
|