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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-52- 59.77% |
$4.87K - $5.29K
|
35
$3.84K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 20.42% |
$5.43K - $5.9K
|
226
$24.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-77- 0.05% |
$7.21K - $7.84K
|
159K
$17.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-78- 27.37% |
$7.31K - $7.94K
|
207
$22.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-84- 1.74% |
$7.87K - $8.55K
|
4.75K
$521K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-94- 8.0% |
$8.81K - $9.57K
|
1.08K
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-101- 3.31% |
$9.46K - $10.3K
|
2.95K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-137- 0.85% |
$12.8K - $13.9K
|
16K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-147- 3.78% |
$13.8K - $15K
|
3.75K
$411K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-182- 2.02% |
$17.1K - $18.5K
|
8.84K
$970K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-186- 2.95% |
$17.4K - $18.9K
|
6.12K
$671K
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-209- 2.22% |
$19.6K - $21.3K
|
9.19K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-270- 2.17% |
$25.3K - $27.5K
|
12.1K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-304- 4.96% |
$28.5K - $30.9K
|
5.82K
$639K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-328- 0.91% |
$30.7K - $33.4K
|
35.8K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-350- 2.86% |
$32.8K - $35.6K
|
11.9K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-381- 93.61% |
$35.7K - $38.8K
|
26
$2.85K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-473- 15.15% |
$44.3K - $48.1K
|
2.65K
$291K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-486- 2.78% |
$45.5K - $49.5K
|
17K
$1.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-508- 29.21% |
$47.6K - $51.7K
|
1.23K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-523- 0.16% |
$49K - $53.2K
|
317K
$34.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-572- 14.32% |
$53.6K - $58.2K
|
3.42K
$375K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-586- 2.32% |
$54.9K - $59.6K
|
24.7K
$2.71M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-595- 2.79% |
$55.7K - $60.6K
|
20.7K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-632- 52.45% |
$59.2K - $64.3K
|
573
$62.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-650- 37.25% |
$60.9K - $66.2K
|
1.1K
$120K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-695- 4.3% |
$65.1K - $70.7K
|
15.5K
$1.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-768- 19.82% |
$72K - $78.2K
|
3.11K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-848- 4.19% |
$79.4K - $86.3K
|
19.4K
$2.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-933- 29.36% |
$87.4K - $95K
|
2.25K
$246K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.02K- 17.78% |
$95.8K - $104K
|
4.73K
$519K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.32K- 1.74% |
$123K - $134K
|
74.2K
$8.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.33K- 13.12% |
$124K - $135K
|
8.78K
$963K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 28.57% |
$132K - $143K
|
3.52K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.45K- 9.63% |
$136K - $148K
|
13.6K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.6K- 40.95% |
$150K - $163K
|
2.31K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.86K- 2.04% |
$175K - $190K
|
89.7K
$9.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-2.01K- 24.54% |
$189K - $205K
|
6.19K
$679K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.03K- 22.2% |
$190K - $206K
|
7.1K
$779K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.2K- 16.38% |
$206K - $224K
|
11.2K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 5.13% |
$253K - $275K
|
49.9K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-3.1K- 5.6% |
$290K - $315K
|
52.2K
$5.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.19K- 31.25% |
$299K - $325K
|
7.02K
$771K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.07K- 33.35% |
$381K - $414K
|
8.13K
$892K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4.25K- 40.3% |
$398K - $433K
|
6.3K
$691K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-4.87K- 55.12% |
$456K - $496K
|
3.97K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.98K- 1.59% |
$467K - $507K
|
309K
$33.9M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5K- 31.86% |
$468K - $509K
|
10.7K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.15K- 62.73% |
$483K - $525K
|
3.06K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.48K- 15.84% |
$607K - $660K
|
34.4K
$3.78M
|