Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.24M+ 108365.25% |
$287M - $653M
|
3.24M
$396M
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
34.7KNew |
$3.08M - $6.99M
|
34.7K
$4.24M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.5K+ 302.57% |
$2.44M - $5.54M
|
36.6K
$4.47M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 76.93% |
$1.42M - $3.24M
|
36.9K
$4.51M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4KNew |
$1.28M - $2.91M
|
14.4K
$1.76M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.13K+ 80.74% |
$633K - $1.44M
|
16K
$1.95M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.02K+ 71.02% |
$623K - $1.42M
|
16.9K
$2.07M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.73K+ 551.31% |
$597K - $1.36M
|
7.95K
$971K
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.94KNew |
$527K - $1.2M
|
5.94K
$727K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.38KNew |
$389K - $884K
|
4.38K
$536K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.1K+ 5.69% |
$363K - $826K
|
76.1K
$9.3M
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.63KNew |
$322K - $733K
|
3.63K
$444K
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.27KNew |
$290K - $660K
|
3.27K
$400K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.01K+ 50.37% |
$267K - $606K
|
8.97K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$177K - $403K
|
2K
$244K
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.98K+ 8.64% |
$176K - $399K
|
24.9K
$3.04M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.65K+ 46.63% |
$146K - $332K
|
5.18K
$633K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.64K+ 6.55% |
$145K - $330K
|
26.6K
$3.26M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.64K+ 6.55% |
$145K - $330K
|
26.6K
$3.26M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.62KNew |
$143K - $326K
|
1.62K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.53K+ 75.12% |
$136K - $308K
|
3.56K
$435K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.49K+ 17.94% |
$132K - $301K
|
9.82K
$1.2M
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.35K+ 23.12% |
$119K - $271K
|
7.16K
$876K
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.31KNew |
$116K - $264K
|
1.31K
$160K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.27K+ 10.33% |
$112K - $255K
|
13.5K
$1.65M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.26K+ 33.4% |
$112K - $255K
|
5.04K
$616K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.23K+ 16.23% |
$109K - $249K
|
8.83K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.17KNew |
$104K - $236K
|
1.17K
$143K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 7.75% |
$103K - $235K
|
16.2K
$1.98M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.14K+ 9.86% |
$101K - $230K
|
12.7K
$1.56M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
1.12KNew |
$99.7K - $227K
|
1.12K
$137K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.11K+ 22.7% |
$98.4K - $224K
|
5.99K
$733K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.1KNew |
$97.5K - $222K
|
1.1K
$134K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.08K+ 84.67% |
$95.6K - $217K
|
2.35K
$287K
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 22.26% |
$92K - $209K
|
5.7K
$696K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
835New |
$74.1K - $168K
|
835
$102K
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
670+ 27.86% |
$59.5K - $135K
|
3.08K
$376K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
501+ 22.89% |
$44.5K - $101K
|
2.69K
$329K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
362New |
$32.1K - $73K
|
362
$44.3K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
299+ 5.88% |
$26.5K - $60.3K
|
5.38K
$658K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
278+ 21.75% |
$24.7K - $56.1K
|
1.56K
$190K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
265New |
$23.5K - $53.5K
|
265
$32.4K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
201New |
$17.8K - $40.5K
|
201
$24.6K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
147+ 5.57% |
$13K - $29.7K
|
2.79K
$341K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
137New |
$12.2K - $27.6K
|
137
$16.7K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
133+ 151.14% |
$11.8K - $26.8K
|
221
$27K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
112+ 5.31% |
$9.94K - $22.6K
|
2.22K
$271K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
96+ 20.87% |
$8.52K - $19.4K
|
556
$68K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
95New |
$8.43K - $19.2K
|
95
$11.6K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
88New |
$7.81K - $17.8K
|
88
$10.8K
|