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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
22+ 1.47% |
$2.32K - $2.6K
|
1.52K
$158K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 1.54% |
$105 - $118
|
66
$6.85K
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-58- 2.28% |
$6.12K - $6.84K
|
2.48K
$258K
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
161+ 1.47% |
$17K - $19K
|
11.1K
$1.16M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8New |
$844 - $944
|
8
$830
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
607New |
$64K - $71.6K
|
607
$63K
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.7KNew |
$2.28M - $2.55M
|
21.7K
$2.25M
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
381+ 2.54% |
$40.2K - $45K
|
15.4K
$1.6M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
255New |
$26.9K - $30.1K
|
255
$26.5K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-790- 18.51% |
$83.3K - $93.2K
|
3.48K
$361K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.03K+ 66.94% |
$847K - $948K
|
20K
$2.08M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
251KNew |
$26.5M - $29.6M
|
251K
$26.1M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.1KNew |
$327K - $366K
|
3.1K
$322K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.14% |
$949 - $1.06K
|
6.36K
$660K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-120- 10.73% |
$12.7K - $14.2K
|
998
$104K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.87KNew |
$303K - $339K
|
2.87K
$298K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
136+ 50.56% |
$14.3K - $16K
|
405
$42K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.97KNew |
$208K - $232K
|
1.97K
$204K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.02K- 25.53% |
$108K - $120K
|
2.98K
$309K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
797New |
$84K - $94K
|
797
$82.7K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.3KNew |
$243K - $271K
|
2.3K
$239K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.53KNew |
$267K - $299K
|
2.53K
$263K
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.82K- 40.5% |
$191K - $214K
|
2.67K
$277K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-372- 15.92% |
$39.2K - $43.9K
|
1.96K
$204K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19- 0.32% |
$2K - $2.24K
|
5.96K
$618K
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$844 - $944
|
2.45K
$255K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-730- 70.87% |
$77K - $86.1K
|
300
$31.1K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
200+ 9.86% |
$21.1K - $23.6K
|
2.23K
$231K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.63% |
$738 - $826
|
1.11K
$115K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
266New |
$28K - $31.4K
|
266
$27.6K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 82.41% |
$238K - $266K
|
4.99K
$518K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-175- 4.87% |
$18.5K - $20.6K
|
3.42K
$354K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
499+ 1.47% |
$52.6K - $58.9K
|
34.3K
$3.56M
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
29+ 1.48% |
$3.06K - $3.42K
|
1.99K
$206K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-85- 7.76% |
$8.96K - $10K
|
1.01K
$105K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.11% |
$316 - $354
|
2.63K
$273K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.07KNew |
$218K - $244K
|
2.07K
$215K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.8KNew |
$2.19M - $2.45M
|
20.8K
$2.16M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 101.12% |
$1.07M - $1.19M
|
20.1K
$2.09M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
209+ 4.21% |
$22K - $24.7K
|
5.18K
$537K
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
314+ 9.18% |
$33.1K - $37K
|
3.73K
$387K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.07% |
$316 - $354
|
4.3K
$447K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 1.69% |
$135K - $151K
|
77K
$7.99M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
62+ 1.05% |
$6.54K - $7.32K
|
5.96K
$619K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$211 - $236
|
2
$208
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
36+ 1.5% |
$3.8K - $4.25K
|
2.44K
$253K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27+ 1.39% |
$2.85K - $3.19K
|
1.97K
$204K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 58.79% |
$127K - $142K
|
846
$87.8K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
327+ 17.07% |
$34.5K - $38.6K
|
2.24K
$233K
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.05K- 22.79% |
$111K - $124K
|
3.56K
$369K
|