Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32+ 2.66% |
$2.66K - $2.94K
|
1.23K
$111K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 0.47% |
$1.25K - $1.38K
|
3.19K
$286K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14+ 0.56% |
$1.16K - $1.29K
|
2.52K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12+ 0.43% |
$998 - $1.1K
|
2.83K
$254K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
10New |
$832 - $919
|
10
$898
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 0.81% |
$499 - $552
|
746
$67K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.3% |
$333 - $368
|
1.34K
$120K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.12% |
$83.2 - $91.9
|
844
$75.8K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$83.2 - $91.9
|
7.86K
$705K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-6Closed |
$499 - $552
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9- 0.64% |
$749 - $827
|
1.4K
$126K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-15Closed |
$1.25K - $1.38K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17- 5.76% |
$1.41K - $1.56K
|
278
$25K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-28Closed |
$2.33K - $2.57K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35- 5.29% |
$2.91K - $3.22K
|
627
$56.3K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-42Closed |
$3.49K - $3.86K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50- 2.66% |
$4.16K - $4.6K
|
1.83K
$164K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-63- 0.21% |
$5.24K - $5.79K
|
29.5K
$2.65M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-97- 8.36% |
$8.07K - $8.92K
|
1.06K
$95.4K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-127- 4.63% |
$10.6K - $11.7K
|
2.61K
$235K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-150- 5.55% |
$12.5K - $13.8K
|
2.55K
$229K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-186- 5.82% |
$15.5K - $17.1K
|
3.01K
$270K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-189Closed |
$15.7K - $17.4K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-221- 4.85% |
$18.4K - $20.3K
|
4.33K
$389K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-225- 15.0% |
$18.7K - $20.7K
|
1.28K
$114K
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-241- 1.61% |
$20K - $22.2K
|
14.8K
$1.33M
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-255- 1.42% |
$21.2K - $23.4K
|
17.7K
$1.58M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-261Closed |
$21.7K - $24K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-395- 11.28% |
$32.9K - $36.3K
|
3.11K
$279K
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-452- 1.16% |
$37.6K - $41.6K
|
38.5K
$3.46M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-478- 3.01% |
$39.8K - $43.9K
|
15.4K
$1.38M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-568- 1.17% |
$47.2K - $52.2K
|
47.9K
$4.3M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-755Closed |
$62.8K - $69.4K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-931- 44.72% |
$77.4K - $85.6K
|
1.15K
$103K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.15KClosed |
$95.5K - $106K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.3K- 37.03% |
$108K - $120K
|
2.21K
$199K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.42KClosed |
$118K - $130K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.45K- 27.28% |
$121K - $134K
|
3.88K
$348K
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.55K- 69.03% |
$129K - $142K
|
695
$62.4K
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.68KClosed |
$139K - $154K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.75KClosed |
$146K - $161K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.05K- 33.51% |
$171K - $188K
|
4.07K
$365K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.07KClosed |
$172K - $190K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-2.1K- 7.79% |
$175K - $193K
|
24.9K
$2.23M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.25K- 37.79% |
$187K - $207K
|
3.7K
$332K
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.29K- 37.97% |
$190K - $211K
|
3.74K
$336K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.35KClosed |
$195K - $216K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.92KClosed |
$243K - $268K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.3K- 8.62% |
$274K - $303K
|
34.9K
$3.14M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.66K- 46.56% |
$304K - $336K
|
4.2K
$377K
|