Latest Institutional Transactions on Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information on the latest institutional transactions involving Vanguard S&P Small Cap 600 ETF (VIOO) 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 |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
98+ 100.0% |
$8.3K - $19.3K
|
196
$20.3K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
24+ 16.0% |
$2.03K - $4.74K
|
174
$18.1K
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-5- 1.22% |
$424 - $987
|
404
$41.9K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
429+ 100.0% |
$36.3K - $84.7K
|
858
$89K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
323+ 100.0% |
$27.4K - $63.8K
|
646
$67K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.17KNew |
$591K - $1.35M
|
7.17K
$744K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.2KNew |
$677K - $1.55M
|
8.2K
$851K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
287New |
$23.7K - $54.3K
|
287
$29.8K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 1700.0% |
$1.4K - $3.21K
|
18
$1.87K
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
84+ 4.72% |
$6.93K - $15.9K
|
1.86K
$193K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.7K- 90.66% |
$1.13M - $2.6M
|
1.42K
$147K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.14KNew |
$94.1K - $216K
|
1.14K
$118K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.57K - $3.59K
|
19
$1.97K
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$157K - $360K
|
1.9K
$197K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
39New |
$3.22K - $7.37K
|
39
$4.05K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17New |
$1.37K - $1.67K
|
17
$1.76K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-8.75KClosed |
$705K - $859K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
15+ 0.79% |
$1.21K - $1.47K
|
1.92K
$199K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.5KNew |
$1.33M - $1.62M
|
16.5K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.25KNew |
$665K - $810K
|
8.25K
$856K
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
659+ 13.92% |
$53.1K - $64.7K
|
5.39K
$560K
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.36KNew |
$110K - $134K
|
1.36K
$142K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
194New |
$15.6K - $19K
|
194
$20.1K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-21.4KClosed |
$1.75M - $2.14M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-96.7KClosed |
$7.93M - $9.67M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.6KClosed |
$131K - $160K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3- 12.5% |
$246 - $300
|
21
$2.18K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.09KClosed |
$89.4K - $109K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
2.17KNew |
$178K - $218K
|
2.17K
$226K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-315- 16.15% |
$25.8K - $31.5K
|
1.64K
$170K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
190New |
$15.6K - $19K
|
190
$19.7K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-219- 28.33% |
$18K - $21.9K
|
554
$57.5K
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.11KClosed |
$91.1K - $111K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
114+ 10.2% |
$9.35K - $11.4K
|
1.23K
$128K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-258- 33.12% |
$21.2K - $25.8K
|
521
$54.1K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.4KClosed |
$361K - $440K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.13KClosed |
$92.7K - $113K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
371New |
$30.4K - $37.1K
|
371
$38.5K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-25- 0.87% |
$2.05K - $2.5K
|
2.86K
$296K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-12Closed |
$984 - $1.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-309Closed |
$25.3K - $30.9K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14.4KClosed |
$1.18M - $1.44M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
74+ 0.15% |
$6.07K - $7.4K
|
49.6K
$5.14M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.11KClosed |
$91.2K - $111K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-138Closed |
$11.3K - $13.8K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.67KNew |
$137K - $167K
|
1.67K
$173K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20Closed |
$1.88K - $2.14K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55New |
$5.16K - $5.88K
|
55
$5.71K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.55KClosed |
$146K - $166K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.97KClosed |
$185K - $211K
|
0
$0
|