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 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.25K+ 8.4% |
$211K - $229K
|
29.1K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2KNew |
$206K - $223K
|
2.2K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$206K - $223K
|
2.2K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.15KNew |
$201K - $218K
|
2.15K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.13KNew |
$200K - $217K
|
2.13K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.07KNew |
$194K - $210K
|
2.07K
$215K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.96K+ 78.88% |
$184K - $199K
|
4.45K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 2.54% |
$175K - $190K
|
75.5K
$7.85M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.51K+ 3.47% |
$141K - $153K
|
44.9K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$141K - $152K
|
1.5K
$156K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.41K+ 70.1% |
$132K - $144K
|
3.43K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 10.92% |
$113K - $122K
|
12.2K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
937+ 5.23% |
$87.8K - $95.1K
|
18.9K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
915+ 23.42% |
$85.7K - $92.9K
|
4.82K
$501K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
902+ 27.34% |
$84.5K - $91.6K
|
4.2K
$437K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
889+ 1.47% |
$83.3K - $90.2K
|
61.2K
$6.37M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
870+ 37.69% |
$81.5K - $88.3K
|
3.18K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
827+ 1.91% |
$77.5K - $83.9K
|
44.1K
$4.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
806+ 8.57% |
$75.5K - $81.8K
|
10.2K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
769+ 136.11% |
$72K - $78.1K
|
1.33K
$139K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
718+ 0.81% |
$67.3K - $72.9K
|
89.4K
$9.29M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
715+ 2.83% |
$67K - $72.6K
|
26K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
668+ 3.22% |
$62.6K - $67.8K
|
21.4K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
581+ 4.17% |
$54.4K - $59K
|
14.5K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
578+ 4.15% |
$54.2K - $58.7K
|
14.5K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
546+ 0.78% |
$51.2K - $55.4K
|
70.5K
$7.33M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
537+ 4.3% |
$50.3K - $54.5K
|
13K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
510+ 7.67% |
$47.8K - $51.8K
|
7.16K
$744K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
481+ 10.82% |
$45.1K - $48.8K
|
4.93K
$512K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
424+ 0.97% |
$39.7K - $43K
|
44.1K
$4.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
400+ 8.03% |
$37.5K - $40.6K
|
5.38K
$560K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
400+ 11.45% |
$37.5K - $40.6K
|
3.89K
$405K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
382+ 15.5% |
$35.8K - $38.8K
|
2.85K
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
379+ 3.9% |
$35.5K - $38.5K
|
10.1K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
342+ 5.52% |
$32K - $34.7K
|
6.53K
$679K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
335+ 2.2% |
$31.4K - $34K
|
15.6K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
282+ 1.92% |
$26.4K - $28.6K
|
15K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
242+ 3.03% |
$22.7K - $24.6K
|
8.22K
$854K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
210+ 0.86% |
$19.7K - $21.3K
|
24.5K
$2.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
208+ 866.67% |
$19.5K - $21.1K
|
232
$24.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
207+ 6.32% |
$19.4K - $21K
|
3.48K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
205+ 5.41% |
$19.2K - $20.8K
|
3.99K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
193+ 3.74% |
$18.1K - $19.6K
|
5.35K
$557K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
189+ 11.52% |
$17.7K - $19.2K
|
1.83K
$190K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
187+ 3.65% |
$17.5K - $19K
|
5.32K
$553K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
185+ 5.27% |
$17.3K - $18.8K
|
3.7K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
160+ 6.99% |
$15K - $16.2K
|
2.45K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
151+ 2.48% |
$14.1K - $15.3K
|
6.24K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
130New |
$12.2K - $13.2K
|
130
$13.5K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
130+ 1.78% |
$12.2K - $13.2K
|
7.44K
$774K
|