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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
205+ 9.07% |
$16.7K - $20.7K
|
2.46K
$263K
|
|
Q3 2023 | |||||||
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.8K- 49.46% |
$413K - $465K
|
4.91K
$524K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.53KNew |
$132K - $148K
|
1.53K
$164K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-424- 49.88% |
$36.5K - $41.1K
|
426
$45.5K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.8KNew |
$1.62M - $1.82M
|
18.8K
$2.01M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-963- 94.78% |
$82.8K - $93.3K
|
53
$5.66K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
282+ 7.71% |
$24.3K - $27.3K
|
3.94K
$421K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.01KNew |
$603K - $679K
|
7.01K
$748K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$261K - $294K
|
3.04K
$324K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-62- 0.1% |
$5.33K - $6.01K
|
62K
$6.62M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-44- 41.9% |
$3.78K - $4.26K
|
61
$6.51K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
437New |
$37.6K - $42.4K
|
437
$46.7K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.31K+ 34.23% |
$199K - $224K
|
9.07K
$968K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.63KNew |
$226K - $255K
|
2.63K
$281K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-100- 84.75% |
$8.6K - $9.69K
|
18
$1.92K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
52New |
$4.47K - $5.04K
|
52
$5.55K
|
|
Q2 2023 | |||||||
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 63.9% |
$20K - $22K
|
135
$14.4K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
196New |
$16.4K - $18K
|
196
$20.9K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 18.87% |
$837 - $920
|
43
$4.59K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12.9K+ 116.96% |
$1.08M - $1.19M
|
24K
$2.56M
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
450New |
$37.7K - $41.4K
|
450
$48.1K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
60New |
$5.02K - $5.52K
|
60
$6.41K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-170- 45.95% |
$14.2K - $15.6K
|
200
$21.4K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.94K+ 16.66% |
$246K - $270K
|
20.6K
$2.2M
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.94KNew |
$330K - $363K
|
3.94K
$421K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-44- 73.33% |
$3.68K - $4.05K
|
16
$1.71K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
90New |
$7.53K - $8.28K
|
90
$9.61K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.37K - $9.2K
|
100
$10.7K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
36New |
$3.01K - $3.31K
|
36
$3.84K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-66Closed |
$5.59K - $13K
|
0
$0
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
202+ 134.67% |
$17.1K - $39.9K
|
352
$37.6K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.31KNew |
$196K - $456K
|
2.31K
$246K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
135+ 100.0% |
$11.4K - $26.7K
|
270
$28.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 100.0% |
$16.9K - $39.5K
|
400
$42.7K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
317+ 100.0% |
$26.9K - $62.6K
|
634
$67.7K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02K+ 100.0% |
$171K - $398K
|
4.03K
$430K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
109+ 100.0% |
$9.24K - $21.5K
|
218
$23.3K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-739- 93.9% |
$62.6K - $146K
|
48
$5.13K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
161+ 100.0% |
$13.6K - $31.8K
|
322
$34.4K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
57+ 100.0% |
$4.83K - $11.3K
|
114
$12.2K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
617+ 100.0% |
$52.3K - $122K
|
1.23K
$132K
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
10.8K+ 100.0% |
$913K - $2.13M
|
21.6K
$2.3M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
424+ 100.0% |
$35.9K - $83.7K
|
848
$90.6K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 100.0% |
$6.35K - $14.8K
|
150
$16K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
535+ 100.0% |
$45.3K - $106K
|
1.07K
$114K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.51K+ 100.0% |
$128K - $298K
|
3.02K
$323K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 100.0% |
$1.86K - $4.34K
|
44
$4.7K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
140+ 100.0% |
$11.9K - $27.6K
|
280
$29.9K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
61+ 100.0% |
$5.17K - $12K
|
122
$13K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.6KNew |
$390K - $908K
|
4.6K
$491K
|