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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-649- 1.15% |
$49.4K - $56.5K
|
56K
$5.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-782- 23.0% |
$59.6K - $68.1K
|
2.62K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-922- 2.31% |
$70.2K - $80.2K
|
39K
$3.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-951- 1.01% |
$72.4K - $82.8K
|
92.8K
$9.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-994- 13.62% |
$75.7K - $86.5K
|
6.3K
$631K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-994- 46.15% |
$75.7K - $86.5K
|
1.16K
$116K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.02K- 1.4% |
$77.8K - $88.9K
|
71.8K
$7.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.07K- 8.21% |
$81.4K - $93K
|
12K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.12K- 2.5% |
$85.3K - $97.5K
|
43.8K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.19K- 5.22% |
$90.9K - $104K
|
21.7K
$2.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.24K- 5.53% |
$94.7K - $108K
|
21.2K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.46K- 5.39% |
$111K - $127K
|
25.7K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.29K- 5.08% |
$174K - $199K
|
42.8K
$4.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.79K- 25.39% |
$212K - $243K
|
8.19K
$819K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.04K- 1.05% |
$232K - $265K
|
288K
$28.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.05K- 1.03% |
$308K - $352K
|
388K
$38.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.51K- 9.36% |
$419K - $479K
|
53.3K
$5.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.93K- 12.19% |
$452K - $516K
|
42.7K
$4.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-7.3K- 25.12% |
$556K - $635K
|
21.8K
$2.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.55K- 4.7% |
$651K - $744K
|
173K
$17.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-8.92K- 3.82% |
$679K - $776K
|
225K
$22.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-60.9K- 36.14% |
$4.64M - $5.3M
|
108K
$10.8M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-81.7KClosed |
$6.22M - $7.11M
|
0
$0
|