Purchases and Sales Made in Q2 2023 in Vanguard S&P Small Cap 600 Gro (VIOG)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Gro (VIOG) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 GRO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.5KNew |
$945K - $1.04M
|
10.5K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 8.08% |
$926K - $1.02M
|
138K
$16.3M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.33K+ 11.3% |
$748K - $826K
|
82K
$9.67M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.84K+ 126.43% |
$703K - $777K
|
14K
$1.65M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.58K+ 8.04% |
$590K - $652K
|
88.4K
$10.4M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.51K+ 15.44% |
$584K - $645K
|
48.6K
$5.73M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.61KNew |
$414K - $458K
|
4.61K
$544K
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
4.61KNew |
$414K - $457K
|
4.61K
$543K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.58KNew |
$411K - $454K
|
4.58K
$540K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.13KNew |
$281K - $310K
|
3.13K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.82K+ 965.75% |
$253K - $280K
|
3.11K
$367K
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.4K+ 108.1% |
$216K - $238K
|
4.62K
$545K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.32KNew |
$209K - $231K
|
2.32K
$274K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.27K+ 84.42% |
$204K - $225K
|
4.96K
$585K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.25KNew |
$202K - $223K
|
2.25K
$265K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.25KNew |
$202K - $223K
|
2.25K
$265K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.2K+ 53.38% |
$198K - $219K
|
6.33K
$746K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.16K+ 20.33% |
$194K - $214K
|
12.8K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.09KNew |
$187K - $207K
|
2.09K
$246K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.02KNew |
$182K - $201K
|
2.02K
$238K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.94K+ 17.18% |
$174K - $192K
|
13.2K
$1.56M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.9K+ 9.96% |
$171K - $189K
|
21K
$2.47M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.64K+ 5.07% |
$147K - $163K
|
34.1K
$4.02M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.53K+ 1.55% |
$137K - $152K
|
99.9K
$11.8M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45K+ 8.09% |
$130K - $144K
|
19.3K
$2.28M
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.41K+ 2.85% |
$127K - $140K
|
50.9K
$6M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 3.82% |
$89.8K - $99.2K
|
27.1K
$3.2M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
646+ 2.32% |
$58K - $64.1K
|
28.5K
$3.37M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
572+ 58.85% |
$51.3K - $56.7K
|
1.54K
$182K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
566+ 3.63% |
$50.8K - $56.2K
|
16.2K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
498+ 4.89% |
$44.7K - $49.4K
|
10.7K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
406+ 4.89% |
$36.4K - $40.3K
|
8.7K
$1.03M
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
380+ 3.53% |
$34.1K - $37.7K
|
11.2K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
350+ 7.34% |
$31.4K - $34.7K
|
5.12K
$604K
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
350+ 0.48% |
$31.4K - $34.7K
|
72.7K
$8.58M
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
325+ 12.26% |
$29.2K - $32.2K
|
2.98K
$351K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
250+ 45.45% |
$22.4K - $24.8K
|
800
$94.3K
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
236+ 4.38% |
$21.2K - $23.4K
|
5.62K
$663K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
200+ 16.72% |
$18K - $19.8K
|
1.4K
$165K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
179+ 0.55% |
$16.1K - $17.8K
|
32.6K
$3.85M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
105+ 0.3% |
$9.43K - $10.4K
|
34.8K
$4.11M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81+ 0.72% |
$7.27K - $8.04K
|
11.4K
$1.34M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61+ 1.74% |
$5.48K - $6.05K
|
3.57K
$420K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 0.46% |
$4.67K - $5.16K
|
11.4K
$1.35M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
42New |
$3.77K - $4.17K
|
42
$4.95K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36+ 1.17% |
$3.23K - $3.57K
|
3.1K
$366K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26+ 0.56% |
$2.33K - $2.58K
|
4.67K
$550K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25+ 100.0% |
$2.24K - $2.48K
|
50
$5.9K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 25.0% |
$2.24K - $2.48K
|
125
$14.7K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
25New |
$2.24K - $2.48K
|
25
$2.95K
|