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 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-268- 4.19% |
$25.1K - $27.2K
|
6.13K
$637K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-282- 5.34% |
$26.4K - $28.6K
|
5K
$520K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-290- 5.97% |
$27.2K - $29.4K
|
4.57K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-295- 4.32% |
$27.6K - $29.9K
|
6.53K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-312- 1.9% |
$29.2K - $31.7K
|
16.2K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-312- 7.45% |
$29.2K - $31.7K
|
3.87K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-339- 69.33% |
$31.8K - $34.4K
|
150
$15.6K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-487- 10.17% |
$45.6K - $49.4K
|
4.3K
$447K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-518- 3.32% |
$48.5K - $52.6K
|
15.1K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-540- 8.99% |
$50.6K - $54.8K
|
5.46K
$568K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-559- 3.97% |
$52.4K - $56.7K
|
13.5K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-572- 2.29% |
$53.6K - $58.1K
|
24.4K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-575- 5.01% |
$53.9K - $58.4K
|
10.9K
$1.13M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-595- 1.62% |
$55.7K - $60.4K
|
36.2K
$3.76M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-598- 33.17% |
$56K - $60.7K
|
1.21K
$125K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-671- 4.0% |
$62.9K - $68.1K
|
16.1K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-674- 2.09% |
$63.1K - $68.4K
|
31.6K
$3.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-806- 6.36% |
$75.5K - $81.8K
|
11.9K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-824- 19.29% |
$77.2K - $83.6K
|
3.45K
$359K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-826- 5.14% |
$77.4K - $83.8K
|
15.3K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.16K- 10.98% |
$109K - $118K
|
9.4K
$978K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.3K- 13.65% |
$121K - $132K
|
8.2K
$853K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.37K- 6.98% |
$128K - $139K
|
18.2K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.39K- 13.3% |
$130K - $141K
|
9.03K
$939K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 5.82% |
$146K - $159K
|
25.3K
$2.63M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.75K- 12.58% |
$164K - $178K
|
12.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.89K- 85.53% |
$177K - $192K
|
320
$33.3K
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.9K- 31.02% |
$178K - $193K
|
4.23K
$440K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.9K- 5.55% |
$178K - $193K
|
32.4K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.9K- 12.42% |
$178K - $193K
|
13.4K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.03K- 18.68% |
$190K - $206K
|
8.83K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.62K- 56.7% |
$245K - $266K
|
2K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.36K- 1.36% |
$315K - $341K
|
244K
$25.4M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.37K- 38.73% |
$316K - $342K
|
5.33K
$555K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.54K- 8.74% |
$426K - $461K
|
47.4K
$4.93M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.55K- 4.34% |
$614K - $665K
|
144K
$15M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.31K- 5.67% |
$778K - $843K
|
138K
$14.4M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-8.38K- 13.74% |
$785K - $850K
|
52.6K
$5.47M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-9.28K- 46.78% |
$869K - $941K
|
10.6K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 2.89% |
$1M - $1.09M
|
360K
$37.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.8K- 21.04% |
$1.2M - $1.3M
|
48.1K
$5M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-14K- 4.75% |
$1.31M - $1.42M
|
280K
$29.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25.5K- 21.08% |
$2.39M - $2.59M
|
95.4K
$9.92M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-26.5K- 15.16% |
$2.48M - $2.69M
|
148K
$15.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28K- 34.78% |
$2.62M - $2.84M
|
52.4K
$5.45M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.6K- 9.98% |
$3.14M - $3.41M
|
303K
$31.5M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.9K- 42.03% |
$3.27M - $3.54M
|
48.1K
$5M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-48K- 2.51% |
$4.5M - $4.88M
|
1.87M
$194M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-62.4K- 23.44% |
$5.85M - $6.34M
|
204K
$21.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-148K- 95.92% |
$13.9M - $15.1M
|
6.3K
$655K
|