Purchases and Sales Made in Q3 2023 in Vanguard S&P Small Cap 600 Val (VIOV)

VIOV Quotes by TradingView

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 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
213
+ 7.47%
$16.2K - $18.5K
3.07K $275K
Oct 30, 2023 Q3 2023
Ackerman Capital Advisors, LLC

BUY
 -
208
+ 1.02%
$15.8K - $18.1K
20.5K $1.84M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
191
+ 0.68%
$14.5K - $16.6K
28.4K $2.55M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
170
New
$12.9K - $14.8K
170 $15.3K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
61
+ 9.19%
$4.65K - $5.31K
725 $65.1K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
32
+ 0.85%
$2.44K - $2.78K
3.78K $339K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
30
New
$2.28K - $2.61K
30 $2.69K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
29
+ 1.05%
$2.21K - $2.52K
2.79K $251K
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
18
+ 0.26%
$1.37K - $1.57K
7.07K $635K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
18
+ 0.53%
$1.37K - $1.57K
3.42K $307K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
16
+ 0.1%
$1.22K - $1.39K
15.4K $1.38M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
16
+ 3.46%
$1.22K - $1.39K
478 $42.9K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
13
+ 0.42%
$990 - $1.13K
3.13K $281K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
12
+ 0.34%
$914 - $1.04K
3.54K $317K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
8
New
$609 - $696
8 $718
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
7
+ 0.02%
$533 - $609
30.5K $2.74M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
7
+ 0.19%
$533 - $609
3.78K $339K
Nov 01, 2023 Q3 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
6
+ 0.18%
$457 - $522
3.3K $297K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
3
+ 0.08%
$228 - $261
3.87K $348K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
3
+ 0.4%
$228 - $261
757 $68K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
2
+ 0.48%
$152 - $174
415 $37.3K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1
+ 0.03%
$76.2 - $87
2.96K $265K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.06%
$76.2 - $87
1.59K $143K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.38%
$76.2 - $87
267 $24K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

SELL
 -
-14
- 0.53%
$1.07K - $1.22K
2.65K $238K
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-14
- 0.04%
$1.07K - $1.22K
39.5K $3.55M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

SELL
 -
-16
- 40.0%
$1.22K - $1.39K
24 $2.15K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-30
- 0.68%
$2.28K - $2.61K
4.4K $395K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

SELL
 -
-34
- 0.45%
$2.59K - $2.96K
7.47K $670K
Nov 13, 2023 Q3 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
SELL
 -
-46
- 0.05%
$3.5K - $4K
83.8K $7.53M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-49
- 0.7%
$3.73K - $4.26K
6.98K $626K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-49
- 0.16%
$3.73K - $4.26K
31.3K $2.81M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-94
- 0.04%
$7.16K - $8.18K
220K $19.7M
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

SELL
 -
-100
- 0.76%
$7.62K - $8.7K
13K $1.17M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

SELL
 -
-105
- 0.93%
$8K - $9.14K
11.2K $1.01M
Oct 27, 2023 Q3 2023
Sym Financial Corp

SELL
 -
-105
- 0.06%
$8K - $9.14K
175K $15.7M
Oct 19, 2023 Q3 2023
Riversedge Advisors, LLC

SELL
 -
-120
- 0.16%
$9.14K - $10.4K
75K $6.74M
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

SELL
 -
-150
- 3.87%
$11.4K - $13.1K
3.73K $335K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-150
- 33.94%
$11.4K - $13.1K
292 $26.2K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

SELL
 -
-152
- 0.56%
$11.6K - $13.2K
27.1K $2.43M
Oct 10, 2023 Q3 2023
Integrated Capital Management, Inc.

SELL
 -
-240
- 0.54%
$18.3K - $20.9K
44.4K $3.98M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

SELL
 -
-324
- 1.17%
$24.7K - $28.2K
27.4K $2.46M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-395
- 3.17%
$30.1K - $34.4K
12K $1.08M
Jul 03, 2024 Q3 2023
Mills Wealth Advisors LLC

Southlake, TX
SELL
 -
-422
- 5.31%
$32.1K - $36.7K
7.52K $675K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
SELL
 -
-432
- 0.34%
$32.9K - $37.6K
126K $11.3M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-543
- 3.29%
$41.4K - $47.3K
15.9K $1.43M
Oct 31, 2023 Q3 2023
Arista Wealth Management, LLC

Las Vegas, NV
SELL
 -
-554
- 4.09%
$42.2K - $48.2K
13K $1.17M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

SELL
 -
-573
- 7.34%
$43.6K - $49.9K
7.24K $650K
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

SELL
 -
-600
- 7.14%
$45.7K - $52.2K
7.8K $700K

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