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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
120KNew |
$9.89M - $11.3M
|
120K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
64.9K+ 1462.46% |
$5.35M - $6.09M
|
69.3K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
39.9KNew |
$3.28M - $3.74M
|
39.9K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
29.3KNew |
$2.41M - $2.75M
|
29.3K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.6KNew |
$2.11M - $2.4M
|
25.6K
$2.43M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 196.66% |
$1.84M - $2.09M
|
33.6K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 196.66% |
$1.84M - $2.09M
|
33.6K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.5K+ 12.74% |
$1.52M - $1.73M
|
163K
$15.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 321.29% |
$1.51M - $1.72M
|
24.1K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$1.36M - $1.55M
|
16.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.1K+ 247.69% |
$1.33M - $1.51M
|
22.6K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 5.89% |
$838K - $955K
|
183K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.7K+ 3.31% |
$799K - $910K
|
303K
$28.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.73K+ 148.91% |
$637K - $725K
|
12.9K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.27K+ 11.44% |
$516K - $588K
|
61.1K
$5.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.99K+ 7.15% |
$493K - $562K
|
89.7K
$8.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.43K+ 26.73% |
$447K - $509K
|
25.7K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.18KNew |
$427K - $486K
|
5.18K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.88K+ 13.67% |
$402K - $458K
|
40.6K
$3.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.58K+ 4.91% |
$378K - $430K
|
98K
$9.32M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.97KNew |
$327K - $373K
|
3.97K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 1.48% |
$217K - $248K
|
181K
$17.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.41KNew |
$198K - $226K
|
2.41K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.36KNew |
$194K - $221K
|
2.36K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.31KNew |
$190K - $216K
|
2.31K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.2KNew |
$181K - $206K
|
2.2K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.84K+ 38.59% |
$152K - $173K
|
6.62K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.68K+ 1.37% |
$138K - $157K
|
124K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.62K+ 2.44% |
$134K - $152K
|
68.2K
$6.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.15K+ 1.18% |
$94.4K - $108K
|
98.2K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
878+ 1.94% |
$72.3K - $82.4K
|
46.1K
$4.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
862+ 2.35% |
$71K - $80.9K
|
37.6K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
812New |
$66.9K - $76.2K
|
812
$77.2K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
765+ 2.25% |
$63K - $71.8K
|
34.8K
$3.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
626+ 2.86% |
$51.6K - $58.7K
|
22.5K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
553+ 12.83% |
$45.6K - $51.9K
|
4.86K
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
485+ 3.25% |
$40K - $45.5K
|
15.4K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
470+ 14.12% |
$38.7K - $44.1K
|
3.8K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
422New |
$34.8K - $39.6K
|
422
$40.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
418+ 2.16% |
$34.4K - $39.2K
|
19.8K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$33K - $37.5K
|
400
$38K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
392+ 5.33% |
$32.3K - $36.8K
|
7.74K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
357+ 3.57% |
$29.4K - $33.5K
|
10.4K
$984K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
328New |
$27K - $30.8K
|
328
$31.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
294New |
$24.2K - $27.6K
|
294
$28K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
280+ 1.47% |
$23.1K - $26.3K
|
19.3K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
237+ 28.55% |
$19.5K - $22.2K
|
1.07K
$101K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
220New |
$18.1K - $20.6K
|
220
$20.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
216+ 21.6% |
$17.8K - $20.3K
|
1.22K
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
115+ 1.25% |
$9.47K - $10.8K
|
9.29K
$883K
|