Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
45KNew |
$3.86M - $4.31M
|
45K
$4.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 17.28% |
$2.04M - $2.28M
|
161K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.4K+ 3044.63% |
$1.41M - $1.57M
|
17K
$1.7M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15.2K+ 6.27% |
$1.3M - $1.45M
|
257K
$25.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
12.8K+ 6.92% |
$1.1M - $1.23M
|
198K
$19.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.6K+ 62.37% |
$825K - $920K
|
25K
$2.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
8.86K+ 214.66% |
$761K - $849K
|
13K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.13K+ 25.2% |
$526K - $587K
|
30.4K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.13K+ 9.21% |
$441K - $492K
|
60.9K
$6.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.36K+ 2.94% |
$374K - $418K
|
153K
$15.3M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
4.29K+ 4.69% |
$369K - $411K
|
95.8K
$9.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 21.39% |
$367K - $410K
|
24.3K
$2.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.82K+ 8.76% |
$328K - $366K
|
47.4K
$4.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.39K+ 16.34% |
$291K - $325K
|
24.2K
$2.42M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.3K+ 193.49% |
$283K - $316K
|
5K
$500K
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
3.15K+ 2.62% |
$271K - $302K
|
123K
$12.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.84KNew |
$244K - $272K
|
2.84K
$284K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
2.03KNew |
$174K - $194K
|
2.03K
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.88KNew |
$161K - $180K
|
1.88K
$188K
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
1.75K+ 4.73% |
$151K - $168K
|
38.8K
$3.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.32K+ 8.17% |
$114K - $127K
|
17.5K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.21KNew |
$104K - $116K
|
1.21K
$121K
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.12KNew |
$96.4K - $107K
|
1.12K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.03K+ 8.81% |
$88.1K - $98.3K
|
12.7K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.02K+ 46.13% |
$87.6K - $97.7K
|
3.23K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
930+ 3.84% |
$79.9K - $89.1K
|
25.2K
$2.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
783+ 1.22% |
$67.2K - $75K
|
65.1K
$6.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
702+ 2.38% |
$60.3K - $67.2K
|
30.2K
$3.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
549+ 19.38% |
$47.1K - $52.6K
|
3.38K
$338K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
460New |
$39.5K - $44.1K
|
460
$46K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
422New |
$36.2K - $40.4K
|
422
$42.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
347+ 1.57% |
$29.8K - $33.2K
|
22.4K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
346+ 30.06% |
$29.7K - $33.1K
|
1.5K
$150K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
340New |
$29.2K - $32.6K
|
340
$34K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
335+ 7.73% |
$28.8K - $32.1K
|
4.67K
$467K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
320+ 5.29% |
$27.5K - $30.7K
|
6.36K
$637K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300+ 7.69% |
$25.8K - $28.7K
|
4.2K
$420K
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
286+ 1.15% |
$24.6K - $27.4K
|
25.1K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
248+ 2.92% |
$21.3K - $23.8K
|
8.74K
$874K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
245+ 3.91% |
$21K - $23.5K
|
6.52K
$652K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
214+ 15.29% |
$18.4K - $20.5K
|
1.61K
$161K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
194New |
$16.7K - $18.6K
|
194
$19.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
189+ 59.43% |
$16.2K - $18.1K
|
507
$50.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
105New |
$9.02K - $10.1K
|
105
$10.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
104+ 8.16% |
$8.93K - $9.96K
|
1.38K
$138K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
72+ 0.49% |
$6.18K - $6.9K
|
14.8K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68New |
$5.84K - $6.51K
|
68
$6.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
65New |
$5.58K - $6.23K
|
65
$6.5K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
54+ 2.07% |
$4.64K - $5.17K
|
2.67K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40New |
$3.44K - $3.83K
|
40
$4K
|