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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-344- 2.88% |
$24.4K - $30.9K
|
11.6K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-364- 6.09% |
$25.8K - $32.7K
|
5.61K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-376- 1.39% |
$26.7K - $33.8K
|
26.7K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-474- 13.87% |
$33.6K - $42.6K
|
2.94K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-474- 12.72% |
$33.6K - $42.6K
|
3.25K
$309K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-508- 6.2% |
$36K - $45.7K
|
7.68K
$730K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-541- 14.51% |
$38.3K - $48.6K
|
3.19K
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-607- 8.13% |
$43K - $54.6K
|
6.86K
$652K
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
SELL
|
- |
-611- 0.27% |
$43.3K - $54.9K
|
224K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-627- 0.5% |
$44.4K - $56.4K
|
126K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-747- 10.57% |
$52.9K - $67.2K
|
6.32K
$601K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-805- 14.9% |
$57.1K - $72.4K
|
4.6K
$437K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-945- 4.49% |
$67K - $85K
|
20.1K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-945- 4.45% |
$67K - $85K
|
20.3K
$1.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.09K- 2.46% |
$77.3K - $98.1K
|
43.3K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 4.59% |
$79.4K - $101K
|
23.3K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.13K- 5.2% |
$80.3K - $102K
|
20.6K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.4K- 9.07% |
$98.9K - $126K
|
14K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.51K- 94.98% |
$107K - $136K
|
80
$7.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.59K- 14.11% |
$112K - $143K
|
9.65K
$917K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.62K- 0.28% |
$114K - $145K
|
566K
$53.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.8K- 4.11% |
$128K - $162K
|
42K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.8K- 24.91% |
$128K - $162K
|
5.44K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.37K- 2.65% |
$168K - $213K
|
87K
$8.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.76K- 7.06% |
$195K - $248K
|
36.3K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.37K- 27.93% |
$239K - $303K
|
8.68K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.84K- 4.65% |
$272K - $345K
|
78.7K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.24K- 7.95% |
$300K - $381K
|
49.1K
$4.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.25K- 20.7% |
$301K - $382K
|
16.3K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.44K- 1.2% |
$315K - $400K
|
365K
$34.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.69K- 61.96% |
$333K - $422K
|
2.88K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.81K- 30.14% |
$341K - $432K
|
11.1K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-6.26K- 41.96% |
$444K - $563K
|
8.66K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.5K- 67.01% |
$461K - $584K
|
3.2K
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.1K- 27.66% |
$503K - $638K
|
18.6K
$1.76M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.32K- 24.77% |
$590K - $748K
|
25.3K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-10.7K- 6.1% |
$755K - $958K
|
164K
$15.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11K- 51.28% |
$777K - $986K
|
10.4K
$991K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 6.92% |
$850K - $1.08M
|
161K
$15.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-13.7K- 12.78% |
$974K - $1.24M
|
93.8K
$8.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-22.9K- 35.07% |
$1.62M - $2.06M
|
42.4K
$4.03M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-102K- 98.58% |
$7.2M - $9.13M
|
1.46K
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 49.42% |
$8.78M - $11.1M
|
127K
$12.1M
|