Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 94.66% |
$9.29M - $10.6M
|
251K
$25.1M
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
43.5K+ 13.36% |
$3.31M - $3.79M
|
369K
$36.9M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
42.2K+ 96.28% |
$3.21M - $3.67M
|
86K
$8.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.3K+ 44.67% |
$2.54M - $2.9M
|
108K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 40.83% |
$1.97M - $2.25M
|
89.3K
$8.93M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
25.3K+ 4.65% |
$1.92M - $2.2M
|
568K
$56.8M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
24.1KNew |
$1.83M - $2.1M
|
24.1K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.5KNew |
$1.41M - $1.61M
|
18.5K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.4K+ 534.8% |
$1.4M - $1.6M
|
21.9K
$2.19M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 27.07% |
$1.34M - $1.53M
|
82.5K
$8.25M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.9KNew |
$678K - $775K
|
8.9K
$890K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.02K+ 12.03% |
$611K - $698K
|
74.7K
$7.47M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.57KNew |
$577K - $659K
|
7.57K
$757K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.45K+ 203.66% |
$568K - $649K
|
11.1K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.11K+ 8.93% |
$541K - $619K
|
86.7K
$8.67M
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.68KNew |
$509K - $581K
|
6.68K
$668K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
5.96K+ 2.83% |
$454K - $518K
|
216K
$21.6M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5.79K+ 9.39% |
$441K - $504K
|
67.4K
$6.74M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$320K - $366K
|
4.2K
$420K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.97K+ 22.78% |
$302K - $345K
|
21.4K
$2.14M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.96KNew |
$301K - $344K
|
3.96K
$396K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.73KNew |
$284K - $324K
|
3.73K
$373K
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.4KNew |
$259K - $296K
|
3.4K
$340K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.33KNew |
$254K - $290K
|
3.33K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.87K+ 6.85% |
$219K - $250K
|
44.8K
$4.48M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.8K+ 19.77% |
$213K - $244K
|
17K
$1.7M
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.89KNew |
$144K - $164K
|
1.89K
$189K
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
1.75K+ 2.28% |
$133K - $152K
|
78.4K
$7.84M
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.69K+ 12.74% |
$128K - $147K
|
14.9K
$1.49M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.61K+ 15.52% |
$122K - $140K
|
12K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 8.67% |
$110K - $126K
|
18.1K
$1.81M
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 35.94% |
$100K - $115K
|
4.98K
$498K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.28K+ 9.12% |
$97.3K - $111K
|
15.3K
$1.53M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 3.53% |
$85.7K - $97.9K
|
33K
$3.3M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.1K+ 5.53% |
$84K - $96K
|
21K
$2.11M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1K+ 11.49% |
$76.2K - $87K
|
9.7K
$970K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
872+ 21.87% |
$66.4K - $75.9K
|
4.86K
$486K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
815+ 11.35% |
$62.1K - $70.9K
|
7.99K
$800K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
782+ 29.87% |
$59.6K - $68.1K
|
3.4K
$340K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
770+ 1.18% |
$58.6K - $67K
|
65.8K
$6.58M
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
699+ 0.76% |
$53.2K - $60.8K
|
93K
$9.31M
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
655+ 0.82% |
$49.9K - $57K
|
80.4K
$8.04M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
551New |
$42K - $48K
|
551
$55.1K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
468+ 9.49% |
$35.6K - $40.7K
|
5.4K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
460+ 1.92% |
$35K - $40K
|
24.4K
$2.44M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
420+ 15.59% |
$32K - $36.6K
|
3.11K
$311K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
394New |
$30K - $34.3K
|
394
$39.4K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
330+ 5.68% |
$25.1K - $28.7K
|
6.14K
$614K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
321+ 0.49% |
$24.4K - $27.9K
|
65.3K
$6.53M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
221New |
$16.8K - $19.2K
|
221
$22.1K
|