Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
200+ 9.21% |
$19.4K - $21.8K
|
2.37K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
188+ 4.65% |
$18.3K - $20.5K
|
4.23K
$440K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
181+ 7.48% |
$17.6K - $19.7K
|
2.6K
$270K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
180+ 1.09% |
$17.5K - $19.6K
|
16.7K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175+ 1.6% |
$17K - $19.1K
|
11.1K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
160+ 0.1% |
$15.6K - $17.5K
|
155K
$16.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
126+ 1.72% |
$12.2K - $13.7K
|
7.46K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
123+ 3.5% |
$12K - $13.4K
|
3.64K
$378K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
118+ 4.51% |
$11.5K - $12.9K
|
2.73K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
105+ 0.68% |
$10.2K - $11.5K
|
15.6K
$1.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
104+ 20.31% |
$10.1K - $11.3K
|
616
$64.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 4.48% |
$9.72K - $10.9K
|
2.33K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
92+ 2.56% |
$8.94K - $10K
|
3.69K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
91+ 4.05% |
$8.84K - $9.93K
|
2.34K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
77+ 1.42% |
$7.48K - $8.4K
|
5.49K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
73+ 0.4% |
$7.09K - $7.96K
|
18.2K
$1.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65+ 0.89% |
$6.32K - $7.09K
|
7.38K
$767K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
50New |
$4.86K - $5.45K
|
50
$5.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
49+ 96.08% |
$4.76K - $5.35K
|
100
$10.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.98% |
$3.4K - $3.82K
|
3.61K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29+ 0.27% |
$2.82K - $3.16K
|
10.8K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23+ 11.11% |
$2.24K - $2.51K
|
230
$23.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
23+ 0.03% |
$2.24K - $2.51K
|
89.4K
$9.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20New |
$1.94K - $2.18K
|
20
$2.08K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16+ 0.46% |
$1.56K - $1.75K
|
3.52K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
14+ 0.33% |
$1.36K - $1.53K
|
4.3K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11+ 0.36% |
$1.07K - $1.2K
|
3.07K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.2% |
$972 - $1.09K
|
5.01K
$521K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8+ 0.16% |
$778 - $873
|
5.12K
$533K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$97.2 - $109
|
12.1K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3- 0.09% |
$292 - $327
|
3.42K
$356K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5- 0.13% |
$486 - $545
|
3.77K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6- 0.09% |
$583 - $655
|
6.37K
$663K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7- 20.0% |
$680 - $764
|
28
$2.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-10- 0.26% |
$972 - $1.09K
|
3.77K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-12- 0.05% |
$1.17K - $1.31K
|
24.7K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18- 0.37% |
$1.75K - $1.96K
|
4.8K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-19- 0.58% |
$1.85K - $2.07K
|
3.23K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-24- 1.64% |
$2.33K - $2.62K
|
1.44K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-28- 0.4% |
$2.72K - $3.05K
|
6.99K
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-33- 0.57% |
$3.21K - $3.6K
|
5.79K
$602K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-51- 0.87% |
$4.96K - $5.56K
|
5.84K
$608K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 4.72% |
$4.96K - $5.56K
|
1.03K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-55- 1.19% |
$5.35K - $6K
|
4.55K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56- 2.36% |
$5.44K - $6.11K
|
2.32K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-75- 0.31% |
$7.29K - $8.18K
|
24.4K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-78- 0.19% |
$7.58K - $8.51K
|
40.1K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-86- 2.4% |
$8.36K - $9.38K
|
3.49K
$363K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-93- 1.77% |
$9.04K - $10.1K
|
5.16K
$537K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.2% |
$9.72K - $10.9K
|
8.22K
$854K
|