Latest Institutional Transactions on Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information on the latest institutional transactions involving Vanguard S&P Small Cap 600 Gro (VIOG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$228K - $281K
|
2.57K
$303K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-92- 5.65% |
$8.15K - $10.1K
|
1.54K
$181K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
44.5KNew |
$3.94M - $4.87M
|
44.5K
$5.25M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.22KNew |
$197K - $243K
|
2.22K
$262K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2New |
$177 - $219
|
2
$236
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
135New |
$12K - $14.8K
|
135
$15.9K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-280- 27.89% |
$24.8K - $30.6K
|
724
$85.4K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
110New |
$10.3K - $11.4K
|
110
$13K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
138+ 4.3% |
$12.9K - $14.4K
|
3.35K
$394K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-125- 0.51% |
$11.7K - $13K
|
24.3K
$2.86M
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-512- 16.37% |
$48K - $53.3K
|
2.62K
$308K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$460K - $511K
|
4.91K
$578K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-213- 10.4% |
$20K - $22.2K
|
1.84K
$216K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1KNew |
$93.7K - $104K
|
1K
$118K
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.04KNew |
$97.5K - $108K
|
1.04K
$123K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-552- 1.05% |
$49.6K - $54.8K
|
52.2K
$6.16M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-90- 3.51% |
$8.08K - $8.93K
|
2.48K
$292K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$3.77K - $4.17K
|
42
$4.95K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-356- 21.32% |
$32K - $35.3K
|
1.31K
$155K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.09KNew |
$187K - $207K
|
2.09K
$246K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.58KNew |
$411K - $454K
|
4.58K
$540K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-90- 3.51% |
$8.08K - $8.93K
|
2.48K
$292K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 25.0% |
$2.24K - $2.48K
|
125
$14.7K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25+ 100.0% |
$2.24K - $2.48K
|
50
$5.9K
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
547+ 100.0% |
$49.9K - $113K
|
1.09K
$129K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-81Closed |
$7.39K - $16.8K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 18.92% |
$1.28K - $2.9K
|
88
$10.4K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
43+ 100.0% |
$3.92K - $8.92K
|
86
$10.1K
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.77K+ 100.0% |
$344K - $782K
|
7.55K
$890K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
18+ 100.0% |
$1.64K - $3.73K
|
36
$4.24K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.12K+ 100.0% |
$102K - $233K
|
2.25K
$265K
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.67KNew |
$244K - $554K
|
2.67K
$315K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 100.0% |
$365 - $829
|
8
$943
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 100.0% |
$3.83K - $8.71K
|
84
$9.9K
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
2.71KNew |
$247K - $561K
|
2.71K
$319K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4New |
$365 - $829
|
4
$472
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
$9.12K - $20.7K
|
100
$11.8K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 100.0% |
$2.19K - $4.98K
|
48
$5.66K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 100.0% |
$1.46K - $3.32K
|
32
$3.77K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 149.25% |
$27.4K - $62.2K
|
501
$59.1K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
22New |
$2.01K - $4.56K
|
22
$2.59K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
232New |
$21.2K - $48.1K
|
232
$27.4K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$9.12K - $20.7K
|
200
$23.6K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 100.0% |
$547 - $1.24K
|
12
$1.41K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 7.75% |
$103K - $235K
|
16.2K
$1.91M
|
|
Q3 2022 | |||||||
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-711- 50.0% |
$62K - $75.5K
|
711
$83.8K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
16New |
$1.4K - $1.7K
|
16
$1.89K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$349 - $424
|
4
$472
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
170New |
$14.8K - $18K
|
170
$20K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11- 0.64% |
$959 - $1.17K
|
1.71K
$201K
|