Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 5.89% |
$838K - $955K
|
183K
$16.8M
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.43K+ 26.73% |
$447K - $509K
|
25.7K
$2.36M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.58K+ 4.91% |
$378K - $430K
|
98K
$8.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 1.48% |
$217K - $248K
|
181K
$16.6M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.2KNew |
$181K - $206K
|
2.2K
$201K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.62K+ 2.44% |
$134K - $152K
|
68.2K
$6.25M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
862+ 2.35% |
$71K - $80.9K
|
37.6K
$3.44M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
418+ 2.16% |
$34.4K - $39.2K
|
19.8K
$1.81M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$33K - $37.5K
|
400
$36.7K
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
102+ 0.1% |
$8.4K - $9.57K
|
99.1K
$9.08M
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
21+ 0.7% |
$1.73K - $1.97K
|
3.01K
$276K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17+ 0.51% |
$1.4K - $1.6K
|
3.33K
$305K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$1.07K - $1.22K
|
17.7K
$1.63M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.16% |
$82.4 - $93.8
|
614
$56.3K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.5% |
$82.4 - $93.8
|
202
$18.5K
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-32- 0.12% |
$2.64K - $3K
|
25.8K
$2.37M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-53- 0.95% |
$4.37K - $4.97K
|
5.54K
$508K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-147- 2.14% |
$12.1K - $13.8K
|
6.72K
$615K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-150- 0.48% |
$12.4K - $14.1K
|
30.9K
$2.83M
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-153- 1.46% |
$12.6K - $14.4K
|
10.3K
$948K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-195- 0.78% |
$16.1K - $18.3K
|
24.9K
$2.28M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-298- 28.76% |
$24.5K - $28K
|
738
$67.6K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-380- 2.98% |
$31.3K - $35.7K
|
12.4K
$1.13M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-495- 6.77% |
$40.8K - $46.5K
|
6.82K
$624K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-610- 49.92% |
$50.3K - $57.2K
|
612
$56.1K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-610- 1.8% |
$50.3K - $57.2K
|
33.2K
$3.05M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-715- 19.91% |
$58.9K - $67.1K
|
2.88K
$264K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-858- 1.3% |
$70.7K - $80.5K
|
65.4K
$5.99M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.05K- 2.55% |
$86.3K - $98.3K
|
40.1K
$3.68M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.09K- 0.99% |
$89.5K - $102K
|
108K
$9.93M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 1.22% |
$92.8K - $106K
|
91.6K
$8.4M
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-2.04K- 2.2% |
$168K - $191K
|
90.5K
$8.29M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.08K- 3.19% |
$171K - $195K
|
63.2K
$5.79M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.49K- 3.32% |
$205K - $234K
|
72.6K
$6.66M
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-2.62K- 2.99% |
$216K - $246K
|
85.1K
$7.79M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.92K- 36.29% |
$323K - $368K
|
6.89K
$631K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.7K- 16.72% |
$968K - $1.1M
|
58.5K
$5.36M
|