Latest Institutional Purchases of Vanguard S&P Small Cap 600 ETF (VIOO)
This list provides information on the latest institutional transactions involving Vanguard S&P Small Cap 600 ETF (VIOO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
234New |
$19.8K - $46.2K
|
234
$25.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 100.0% |
$16.9K - $39.5K
|
400
$43K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
161+ 100.0% |
$13.6K - $31.8K
|
322
$34.6K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
140+ 100.0% |
$11.9K - $27.6K
|
280
$30.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
138+ 88.46% |
$11.7K - $27.2K
|
294
$31.6K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
135+ 100.0% |
$11.4K - $26.7K
|
270
$29K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
109+ 100.0% |
$9.24K - $21.5K
|
218
$23.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 100.0% |
$9.15K - $21.3K
|
216
$23.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
98+ 100.0% |
$8.3K - $19.3K
|
196
$21.1K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 100.0% |
$6.35K - $14.8K
|
150
$16.1K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
61+ 100.0% |
$5.17K - $12K
|
122
$13.1K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
57+ 100.0% |
$4.83K - $11.3K
|
114
$12.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
24+ 16.0% |
$2.03K - $4.74K
|
174
$18.7K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
22+ 100.0% |
$1.86K - $4.34K
|
44
$4.73K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
22+ 100.0% |
$1.86K - $4.34K
|
44
$4.73K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
20New |
$1.69K - $3.95K
|
20
$2.15K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.2KNew |
$677K - $1.55M
|
8.2K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.17KNew |
$591K - $1.35M
|
7.17K
$770K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$157K - $360K
|
1.9K
$204K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.14KNew |
$94.1K - $216K
|
1.14K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
287New |
$23.7K - $54.3K
|
287
$30.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
84+ 4.72% |
$6.93K - $15.9K
|
1.86K
$200K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
39New |
$3.22K - $7.37K
|
39
$4.19K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.57K - $3.59K
|
19
$2.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
17+ 1700.0% |
$1.4K - $3.21K
|
18
$1.93K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 4.17% |
$82.5 - $189
|
25
$2.69K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.5KNew |
$1.33M - $1.62M
|
16.5K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.25KNew |
$665K - $810K
|
8.25K
$887K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.36KNew |
$110K - $134K
|
1.36K
$147K
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
659+ 13.92% |
$53.1K - $64.7K
|
5.39K
$579K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
194New |
$15.6K - $19K
|
194
$20.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17New |
$1.37K - $1.67K
|
17
$1.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
15+ 0.79% |
$1.21K - $1.47K
|
1.92K
$206K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
2.17KNew |
$178K - $218K
|
2.17K
$234K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.67KNew |
$137K - $167K
|
1.67K
$179K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
371New |
$30.4K - $37.1K
|
371
$39.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
190New |
$15.6K - $19K
|
190
$20.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
114+ 10.2% |
$9.35K - $11.4K
|
1.23K
$132K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
74+ 0.15% |
$6.07K - $7.4K
|
49.6K
$5.33M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 88.24% |
$1.23K - $1.5K
|
32
$3.44K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
583+ 3.38% |
$54.7K - $62.4K
|
17.8K
$1.91M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
157+ 198.73% |
$14.7K - $16.8K
|
236
$25.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
103New |
$9.67K - $11K
|
103
$11.1K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55New |
$5.16K - $5.88K
|
55
$5.91K
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.72% |
$100 - $111
|
140
$15K
|
|
| Q2 2021 | |||||||
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
110+ 13.02% |
$10.7K - $11.7K
|
955
$103K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
22New |
$2.14K - $2.34K
|
22
$2.36K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
612New |
$50.8K - $64.3K
|
612
$65.8K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
2.41KNew |
$158K - $204K
|
2.41K
$259K
|
|
|
Jan 27, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.92KNew |
$126K - $162K
|
1.92K
$206K
|
|