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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102+ 340.0% |
$8.4K - $9.57K
|
132
$12.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
102+ 0.1% |
$8.4K - $9.57K
|
99.1K
$9.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
91New |
$7.5K - $8.54K
|
91
$8.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
77+ 1.9% |
$6.34K - $7.23K
|
4.13K
$385K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
75+ 2500.0% |
$6.18K - $7.04K
|
78
$7.26K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
65New |
$5.35K - $6.1K
|
65
$6.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
62+ 8.09% |
$5.11K - $5.82K
|
828
$77.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
42+ 4.59% |
$3.46K - $3.94K
|
958
$89.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
21+ 0.7% |
$1.73K - $1.97K
|
3.01K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
20+ 0.41% |
$1.65K - $1.88K
|
4.88K
$454K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.56% |
$1.65K - $1.88K
|
3.6K
$336K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18+ 4.34% |
$1.48K - $1.69K
|
433
$40.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.57% |
$1.48K - $1.69K
|
3.2K
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17+ 0.51% |
$1.4K - $1.6K
|
3.33K
$310K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$1.07K - $1.22K
|
17.7K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
12New |
$989 - $1.13K
|
12
$1.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.56% |
$824 - $938
|
1.79K
$166K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.02% |
$494 - $563
|
31.1K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$330 - $375
|
4
$373
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.5% |
$82.4 - $93.8
|
202
$18.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.16% |
$82.4 - $93.8
|
614
$57.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 4.0% |
$330 - $375
|
96
$8.94K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 0.35% |
$1.24K - $1.41K
|
4.31K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-26- 0.37% |
$2.14K - $2.44K
|
6.94K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-29- 1.25% |
$2.39K - $2.72K
|
2.28K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-32- 0.12% |
$2.64K - $3K
|
25.8K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 39.77% |
$2.88K - $3.28K
|
53
$4.94K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-40- 0.09% |
$3.3K - $3.75K
|
42.9K
$3.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-41- 0.12% |
$3.38K - $3.85K
|
34.8K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-53- 0.95% |
$4.37K - $4.97K
|
5.54K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-73- 0.37% |
$6.01K - $6.85K
|
19.9K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-91- 2.72% |
$7.5K - $8.54K
|
3.25K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 1.39% |
$7.74K - $8.82K
|
6.67K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-100- 20.75% |
$8.24K - $9.38K
|
382
$35.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-120- 0.92% |
$9.89K - $11.3K
|
12.9K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-146- 0.63% |
$12K - $13.7K
|
22.9K
$2.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-147- 2.14% |
$12.1K - $13.8K
|
6.72K
$625K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-150- 0.48% |
$12.4K - $14.1K
|
30.9K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-153- 1.46% |
$12.6K - $14.4K
|
10.3K
$963K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-162- 89.01% |
$13.3K - $15.2K
|
20
$1.86K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-183- 4.14% |
$15.1K - $17.2K
|
4.24K
$395K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-187- 0.82% |
$15.4K - $17.5K
|
22.5K
$2.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-195- 0.78% |
$16.1K - $18.3K
|
24.9K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-234- 3.88% |
$19.3K - $22K
|
5.8K
$540K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-298- 28.76% |
$24.5K - $28K
|
738
$68.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-307- 5.04% |
$25.3K - $28.8K
|
5.78K
$538K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-380- 2.98% |
$31.3K - $35.7K
|
12.4K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-495- 6.77% |
$40.8K - $46.5K
|
6.82K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-595- 0.48% |
$49K - $55.8K
|
124K
$11.6M
|