Berkeley, Inc Vanguard S&P Small Cap 600 Gro Transaction History

Berkeley, Inc

$193 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 04, 2025	SELL	$88.58 - $109.44 $1.84 Million - $2.27 Million	-20,727 Closed	0 $0
Q3 2023 Mar 28, 2025	SELL	$93.72 - $104.07 $44,142 - $49,016	-471 Reduced 2.22%	20,727 $1.95 Billion
Q3 2023 Mar 04, 2025	SELL	$93.72 - $104.07 $44,142 - $49,016	-471 Reduced 2.22%	20,727 $1.95 Billion
Q2 2023 Mar 28, 2025	BUY	$89.77 - $99.21 $1,974 - $2,182	22 Added 0.1%	21,198 $2.1 Billion
Q2 2023 Mar 04, 2025	BUY	$89.77 - $99.21 $1,974 - $2,182	22 Added 0.1%	21,198 $2.1 Billion
Q1 2023 Mar 28, 2025	BUY	$91.22 - $207.34 $952,336 - $2.16 Million	10,440 Added 97.24%	21,176 $2.01 Billion
Q1 2023 Mar 04, 2025	BUY	$91.22 - $207.34 $952,336 - $2.16 Million	10,440 Added 97.24%	21,176 $2.01 Billion
Q4 2022 Mar 28, 2025	BUY	$88.74 - $201.72 $952,712 - $2.17 Million	10,736 New	10,736 $2 Billion
Q4 2022 Mar 04, 2025	BUY	$88.74 - $201.72 $17,748 - $40,344	200 Added 1.9%	10,736 $2 Billion
Q3 2022 Mar 28, 2025	SELL	$87.19 - $106.12 $35,747 - $43,509	-410 Reduced 3.75%	10,536 $1.84 Billion
Q3 2022 Mar 04, 2025	SELL	$87.19 - $106.12 $35,747 - $43,509	-410 Reduced 3.75%	10,536 $1.84 Billion
Q2 2022 Mar 28, 2025	BUY	$87.36 - $108.94 $956,242 - $1.19 Million	10,946 New	10,946 $1.98 Billion
Q2 2022 Mar 04, 2025	BUY	$87.36 - $108.94 $956,242 - $1.19 Million	10,946 New	10,946 $1.98 Billion

Others Institutions Holding VIOG

# of Institutions

172

Shares Held

3.21M

Call Options Held

2.3K

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

394K
Shares

$41.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

240K
Shares

$25.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

208K
Shares

$22.1 Million
0.01% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

181K
Shares

$19.2 Million
0.3% of portfolio
Mariner, LLC Overland Park, KS

134K
Shares

$14.2 Million
0.03% of portfolio

About VANGUARD S&P SMALL CAP 600 GRO

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