Purchases and Sales Made in Q4 2023 in Vanguard S&P Small Cap 600 Val (VIOV)

VIOV Quotes by TradingView

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 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
978
+ 4.47%
$69.3K - $87.9K
22.8K $2.17M
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
843
+ 1.28%
$59.8K - $75.8K
66.6K $6.34M
Feb 05, 2024 Q4 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
658
+ 13.22%
$46.6K - $59.2K
5.64K $536K
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
617
+ 0.83%
$43.7K - $55.5K
75.3K $7.16M
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
605
+ 20.47%
$42.9K - $54.4K
3.56K $338K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
560
+ 160.92%
$39.7K - $50.4K
908 $86.3K
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
540
+ 1.77%
$38.3K - $48.6K
31.1K $2.96M
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
225
New
$15.9K - $20.2K
225 $21.4K
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
202
+ 6.06%
$14.3K - $18.2K
3.53K $336K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
157
+ 0.22%
$11.1K - $14.1K
71.9K $6.84M
Jan 22, 2024 Q4 2023
Private Ocean, LLC

BUY
 -
143
New
$10.1K - $12.9K
143 $13.6K
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
131
+ 17.31%
$9.29K - $11.8K
888 $84.4K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
116
+ 0.37%
$8.22K - $10.4K
31.5K $2.99M
Aug 06, 2024 Q4 2023
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
91
+ 0.4%
$6.45K - $8.18K
22.8K $2.16M
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
50
+ 1000.0%
$3.54K - $4.5K
55 $5.23K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
42
+ 1.34%
$2.98K - $3.78K
3.17K $301K
Jan 22, 2024 Q4 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
37
+ 1.19%
$2.62K - $3.33K
3.15K $300K
Jan 26, 2024 Q4 2023
Janiczek Wealth Management, LLC

BUY
 -
33
New
$2.34K - $2.97K
33 $3.14K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
31
New
$2.2K - $2.79K
31 $2.95K
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
31
+ 0.11%
$2.2K - $2.79K
28.5K $2.71M
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

BUY
 -
30
+ 0.23%
$2.13K - $2.7K
13K $1.24M
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
28
New
$1.98K - $2.52K
28 $2.66K
Jan 29, 2024 Q4 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
21
+ 0.64%
$1.49K - $1.89K
3.32K $316K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
18
+ 0.51%
$1.28K - $1.62K
3.55K $338K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
18
+ 2.48%
$1.28K - $1.62K
743 $70.6K
Feb 13, 2024 Q4 2023
Fifth Third Securities, Inc.

BUY
 -
8
+ 0.01%
$567 - $719
56K $5.32M
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
8
New
$567 - $719
8 $760
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
6
+ 1.45%
$425 - $540
421 $40K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

BUY
 -
6
+ 0.17%
$425 - $540
3.52K $335K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
2
New
$142 - $180
2 $190
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1
+ 0.03%
$70.9 - $89.9
3.34K $318K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-7
- 0.1%
$496 - $629
6.97K $662K
Feb 06, 2024 Q4 2023
Stokes Family Office, LLC

SELL
 -
-19
- 0.3%
$1.35K - $1.71K
6.29K $597K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-50
- 1.79%
$3.54K - $4.5K
2.74K $261K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-65
- 0.81%
$4.61K - $5.84K
7.93K $754K
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-73
- 0.17%
$5.17K - $6.56K
42.6K $4.05M
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-80
- 27.4%
$5.67K - $7.19K
212 $20.2K
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-96
- 20.08%
$6.8K - $8.63K
382 $36.3K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-120
- 3.18%
$8.51K - $10.8K
3.66K $348K
Jan 17, 2024 Q4 2023
Sawyer & Company, Inc

SELL
 -
-120
- 21.78%
$8.51K - $10.8K
431 $41K
Feb 14, 2024 Q4 2023
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-150
- 4.57%
$10.6K - $13.5K
3.13K $298K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

SELL
 -
-192
- 5.08%
$13.6K - $17.3K
3.59K $341K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-195
- 9.92%
$13.8K - $17.5K
1.77K $168K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-218
- 96.46%
$15.5K - $19.6K
8 $760
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

SELL
 -
-225
- 0.82%
$15.9K - $20.2K
27.2K $2.59M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-237
- 88.76%
$16.8K - $21.3K
30 $2.85K
Jan 05, 2024 Q4 2023
Harbour Capital Advisors, LLC

SELL
 -
-286
- 4.28%
$20.3K - $25.7K
6.39K $608K
Jul 03, 2024 Q4 2023
Mills Wealth Advisors LLC

Southlake, TX
SELL
 -
-292
- 3.88%
$20.7K - $26.3K
7.23K $687K
Oct 31, 2024 Q4 2023
Relyea Zuckerberg Hanson LLC

SELL
 -
-344
- 2.88%
$24.4K - $30.9K
11.6K $1.1M

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