Purchases and Sales Made in Q4 2022 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 2022. 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 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
701New |
$51.3K - $119K
|
701
$66.6K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
677+ 13.52% |
$49.5K - $115K
|
5.69K
$541K
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
663+ 0.65% |
$48.5K - $113K
|
103K
$9.78M
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
535+ 1.26% |
$39.2K - $90.9K
|
42.8K
$4.07M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
520+ 3.66% |
$38.1K - $88.3K
|
14.7K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
419New |
$30.7K - $71.2K
|
419
$39.8K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
388New |
$28.4K - $65.9K
|
388
$36.9K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
349+ 3.05% |
$25.5K - $59.3K
|
11.8K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
227New |
$16.6K - $38.6K
|
227
$21.6K
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
186+ 0.41% |
$13.6K - $31.6K
|
46K
$4.37M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
156New |
$11.4K - $26.5K
|
156
$14.8K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
152New |
$11.1K - $25.8K
|
152
$14.4K
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
145+ 1.02% |
$10.6K - $24.6K
|
14.4K
$1.37M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
126+ 1.1% |
$9.22K - $21.4K
|
11.5K
$1.1M
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
122+ 2.93% |
$8.93K - $20.7K
|
4.28K
$407K
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
117+ 0.52% |
$8.56K - $19.9K
|
22.6K
$2.15M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
115+ 13.42% |
$8.42K - $19.5K
|
972
$92.4K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
100New |
$7.32K - $17K
|
100
$9.51K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
83+ 2.81% |
$6.07K - $14.1K
|
3.04K
$289K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45New |
$3.29K - $7.64K
|
45
$4.28K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
45+ 1.3% |
$3.29K - $7.64K
|
3.51K
$334K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 1.24% |
$1.39K - $3.23K
|
1.55K
$148K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11+ 0.55% |
$805 - $1.87K
|
1.99K
$190K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4+ 0.02% |
$293 - $680
|
16.5K
$1.57M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.53% |
$146 - $340
|
133
$12.6K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
2+ 2.9% |
$146 - $340
|
71
$6.75K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.09% |
$220 - $510
|
3.51K
$333K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-33- 0.23% |
$2.41K - $5.61K
|
14K
$1.33M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 50.0% |
$2.85K - $6.63K
|
39
$3.71K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-48- 9.07% |
$3.51K - $8.15K
|
481
$45.7K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.75% |
$3.66K - $8.49K
|
6.6K
$627K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-53- 20.46% |
$3.88K - $9K
|
206
$19.6K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.27% |
$4.76K - $11K
|
24.2K
$2.3M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-79- 4.01% |
$5.78K - $13.4K
|
1.89K
$180K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-80- 2.12% |
$5.85K - $13.6K
|
3.69K
$351K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-93- 1.91% |
$6.81K - $15.8K
|
4.77K
$454K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 37.74% |
$7.32K - $17K
|
165
$15.7K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 27.39% |
$7.76K - $18K
|
281
$26.7K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-132- 7.24% |
$9.66K - $22.4K
|
1.69K
$161K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-147- 0.95% |
$10.8K - $25K
|
15.3K
$1.45M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-171- 7.05% |
$12.5K - $29K
|
2.26K
$214K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-188- 2.27% |
$13.8K - $31.9K
|
8.1K
$770K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-266- 15.01% |
$19.5K - $45.2K
|
1.51K
$143K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-279- 4.1% |
$20.4K - $47.4K
|
6.53K
$621K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-293- 43.47% |
$21.4K - $49.8K
|
381
$36.2K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-300- 1.04% |
$22K - $51K
|
28.6K
$2.72M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-373- 11.02% |
$27.3K - $63.4K
|
3.01K
$286K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-386- 11.36% |
$28.2K - $65.6K
|
3.01K
$286K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-500- 27.78% |
$36.6K - $84.9K
|
1.3K
$124K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-687- 15.94% |
$50.3K - $117K
|
3.62K
$344K
|