Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.37KNew |
$222K - $241K
|
2.37K
$260K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$214K - $233K
|
2.29K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.11K+ 37.84% |
$198K - $215K
|
7.69K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.11KNew |
$197K - $214K
|
2.11K
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 5.97% |
$190K - $207K
|
36.1K
$3.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2K+ 22.77% |
$187K - $203K
|
10.8K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.74KNew |
$163K - $177K
|
1.74K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.68KNew |
$158K - $171K
|
1.68K
$185K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.61K+ 25.11% |
$151K - $164K
|
8.04K
$882K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.59K+ 10.97% |
$149K - $162K
|
16.1K
$1.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.59K+ 5.03% |
$149K - $162K
|
33.1K
$3.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.55K+ 372.12% |
$145K - $158K
|
1.96K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.45K+ 9.96% |
$135K - $147K
|
16K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.42K+ 19.84% |
$133K - $145K
|
8.58K
$941K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.3K+ 59.09% |
$122K - $132K
|
3.5K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.22K+ 1.99% |
$114K - $124K
|
62.6K
$6.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.17K+ 5.45% |
$110K - $119K
|
22.6K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.09K+ 17.49% |
$102K - $111K
|
7.33K
$804K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.01K+ 1.89% |
$94.9K - $103K
|
54.6K
$5.99M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
916+ 29.15% |
$85.8K - $93.2K
|
4.06K
$445K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
895+ 5.87% |
$83.9K - $91.1K
|
16.1K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
840+ 31.1% |
$78.7K - $85.5K
|
3.54K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
833+ 4.57% |
$78K - $84.8K
|
19.1K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
824+ 1.49% |
$77.2K - $83.9K
|
56K
$6.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
819+ 2.48% |
$76.7K - $83.4K
|
33.8K
$3.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
815+ 33.29% |
$76.4K - $83K
|
3.26K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
752+ 0.25% |
$70.5K - $76.5K
|
304K
$33.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
744+ 0.65% |
$69.7K - $75.7K
|
115K
$12.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
732+ 18.58% |
$68.6K - $74.5K
|
4.67K
$513K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
726+ 25.51% |
$68K - $73.9K
|
3.57K
$392K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
676+ 2.33% |
$63.3K - $68.8K
|
29.7K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
631+ 1.4% |
$59.1K - $64.2K
|
45.6K
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
618+ 20.89% |
$57.9K - $62.9K
|
3.58K
$393K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
611New |
$57.2K - $62.2K
|
611
$67K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
610+ 19.24% |
$57.2K - $62.1K
|
3.78K
$415K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
605New |
$56.7K - $61.6K
|
605
$66.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
590+ 4.55% |
$55.3K - $60.1K
|
13.6K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
588+ 12.19% |
$55.1K - $59.9K
|
5.41K
$594K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
538New |
$50.4K - $54.8K
|
538
$59K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
526+ 4.04% |
$49.3K - $53.5K
|
13.6K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
510+ 25500.0% |
$47.8K - $51.9K
|
512
$56.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
BUY
|
- |
489+ 1.46% |
$45.8K - $49.8K
|
33.9K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
472+ 3.0% |
$44.2K - $48K
|
16.2K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
470+ 13.57% |
$44K - $47.8K
|
3.93K
$432K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
463+ 8.71% |
$43.4K - $47.1K
|
5.78K
$634K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
459New |
$43K - $46.7K
|
459
$50.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
445New |
$41.7K - $45.3K
|
445
$48.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
435+ 3.66% |
$40.8K - $44.3K
|
12.3K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
407+ 7.56% |
$38.1K - $41.4K
|
5.79K
$635K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
365+ 12.65% |
$34.2K - $37.2K
|
3.25K
$357K
|