Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
350KNew |
$24.8M - $31.5M
|
350K
$33.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
166KNew |
$11.8M - $14.9M
|
166K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.3K+ 28.0% |
$5.13M - $6.5M
|
331K
$31.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
55.5K+ 1403.34% |
$3.93M - $4.99M
|
59.5K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
47.5K+ 54.84% |
$3.37M - $4.27M
|
134K
$12.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
27.7KNew |
$1.96M - $2.49M
|
27.7K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.1K+ 2079.48% |
$1.71M - $2.17M
|
25.3K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$1.31M - $1.67M
|
18.5K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.2K+ 101.23% |
$1.22M - $1.55M
|
34.2K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 4.08% |
$1.12M - $1.42M
|
404K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.9K+ 65.48% |
$841K - $1.07M
|
30K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$816K - $1.04M
|
11.5K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 9.58% |
$733K - $930K
|
118K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.44KNew |
$669K - $849K
|
9.44K
$898K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.1K+ 3.16% |
$645K - $818K
|
297K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.6K+ 30.46% |
$468K - $593K
|
28.3K
$2.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.46K+ 58.17% |
$458K - $581K
|
17.6K
$1.67M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.45K+ 6.26% |
$457K - $580K
|
109K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.15K+ 2.8% |
$436K - $553K
|
226K
$21.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
5.97K+ 6.41% |
$423K - $536K
|
99K
$9.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
4.66KNew |
$331K - $419K
|
4.66K
$443K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.65K+ 110.71% |
$330K - $418K
|
8.85K
$842K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.45KNew |
$315K - $400K
|
4.45K
$423K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.23K+ 5.63% |
$300K - $380K
|
79.3K
$7.54M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.07K+ 1.39% |
$289K - $366K
|
297K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.85KNew |
$273K - $346K
|
3.85K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.84K+ 8.57% |
$272K - $345K
|
48.6K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.63K+ 486.6% |
$257K - $326K
|
4.38K
$416K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.5K+ 3.77% |
$248K - $315K
|
96.3K
$9.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 18.22% |
$238K - $302K
|
21.8K
$2.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.84KNew |
$201K - $255K
|
2.84K
$270K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.8K+ 3.48% |
$198K - $251K
|
83.2K
$7.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.54K+ 3.76% |
$180K - $228K
|
70K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.5KNew |
$177K - $225K
|
2.5K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.43KNew |
$172K - $219K
|
2.43K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.41KNew |
$171K - $217K
|
2.41K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 7.18% |
$168K - $213K
|
35.4K
$3.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$168K - $213K
|
2.37K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.31KNew |
$164K - $208K
|
2.31K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.29KNew |
$162K - $206K
|
2.29K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.22K+ 100.0% |
$157K - $200K
|
4.44K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.11K+ 4.92% |
$149K - $190K
|
44.9K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.95KNew |
$138K - $176K
|
1.95K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.79K+ 20.15% |
$127K - $161K
|
10.7K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
1.74K+ 0.8% |
$123K - $156K
|
218K
$20.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.73K+ 2.06% |
$123K - $155K
|
85.6K
$8.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.69K+ 7.03% |
$120K - $152K
|
25.8K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.68K+ 10.96% |
$119K - $151K
|
17K
$1.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.6KNew |
$113K - $144K
|
1.6K
$152K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.52K+ 24.7% |
$108K - $136K
|
7.66K
$728K
|