Purchases and Sales Made in Q1 2024 in Vanguard S&P Small Cap 600 ETF (VIOO)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 ETF (VIOO) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
391K+ 486.21% |
$36.6M - $39.7M
|
471K
$49M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
292KNew |
$27.3M - $29.6M
|
292K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
211K+ 21.91% |
$19.8M - $21.4M
|
1.17M
$122M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
159KNew |
$14.9M - $16.1M
|
159K
$16.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
146KNew |
$13.7M - $14.8M
|
146K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
64.4K+ 45.38% |
$6.04M - $6.54M
|
206K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.3K+ 20.27% |
$5.93M - $6.43M
|
376K
$39.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57.9KNew |
$5.42M - $5.88M
|
57.9K
$6.02M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30K+ 35.27% |
$2.81M - $3.04M
|
115K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 3.49% |
$2.2M - $2.38M
|
696K
$72.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 3.49% |
$2.2M - $2.38M
|
696K
$72.4M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
21K+ 64.34% |
$1.97M - $2.13M
|
53.6K
$5.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20K+ 48.32% |
$1.88M - $2.03M
|
61.4K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.8K+ 6.32% |
$1.77M - $1.91M
|
317K
$33M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 35.09% |
$1.73M - $1.87M
|
71.1K
$7.39M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
17.7K+ 655.17% |
$1.66M - $1.79M
|
20.4K
$2.12M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1KNew |
$1.5M - $1.63M
|
16.1K
$1.67M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 2.17% |
$1.39M - $1.5M
|
696K
$72.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 6.49% |
$1.3M - $1.41M
|
228K
$23.7M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
12K+ 11.7% |
$1.12M - $1.21M
|
114K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
11.4K+ 446.3% |
$1.07M - $1.16M
|
14K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.62K+ 18.5% |
$807K - $874K
|
55.2K
$5.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.23K+ 3.69% |
$771K - $835K
|
231K
$24M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
6.52K+ 5.95% |
$611K - $662K
|
116K
$12.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.28K+ 17.6% |
$589K - $638K
|
42K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.23K+ 2.03% |
$584K - $632K
|
314K
$32.6M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.66K+ 56.28% |
$530K - $574K
|
15.7K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.58KNew |
$522K - $566K
|
5.58K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
5.37K+ 4.74% |
$503K - $545K
|
119K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.2K+ 14.76% |
$488K - $528K
|
40.5K
$4.21M
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
4.93K+ 49.7% |
$461K - $500K
|
14.8K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.84KNew |
$453K - $491K
|
4.84K
$503K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.56K+ 29.36% |
$427K - $463K
|
20.1K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.46K+ 4.32% |
$417K - $452K
|
108K
$11.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.07K+ 157.85% |
$382K - $414K
|
6.66K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.04K+ 2.88% |
$379K - $410K
|
144K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.94KNew |
$369K - $400K
|
3.94K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
3.93K+ 13.31% |
$368K - $399K
|
33.5K
$3.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
3.69K+ 19.78% |
$346K - $375K
|
22.4K
$2.33M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.37KNew |
$316K - $342K
|
3.37K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
3.17KNew |
$297K - $322K
|
3.17K
$330K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.14KNew |
$294K - $319K
|
3.14K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.08K+ 3.23% |
$289K - $313K
|
98.4K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.07K+ 91.73% |
$288K - $312K
|
6.43K
$668K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.03K+ 346.0% |
$284K - $308K
|
3.91K
$406K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.01KNew |
$282K - $306K
|
3.01K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.88K+ 7.09% |
$270K - $292K
|
43.5K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 123.89% |
$255K - $276K
|
4.92K
$512K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.59K+ 8.22% |
$242K - $262K
|
34K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$211K - $229K
|
2.25K
$234K
|