Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.67M+ 116546.82% |
$798M - $1.83B
|
9.68M
$1.01B
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
230KNew |
$19M - $43.5M
|
230K
$23.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
56.8K+ 4.43% |
$4.69M - $10.7M
|
1.34M
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 34.23% |
$3.03M - $6.95M
|
144K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.8K+ 26.68% |
$2.63M - $6.01M
|
151K
$15.7M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
31.1KNew |
$2.57M - $5.88M
|
31.1K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 797.68% |
$2.1M - $4.8M
|
28.6K
$2.97M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22K+ 172.5% |
$1.81M - $4.15M
|
34.7K
$3.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.7K+ 16.77% |
$1.79M - $4.1M
|
151K
$15.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
16KNew |
$1.32M - $3.02M
|
16K
$1.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
15.2K+ 8.0% |
$1.25M - $2.87M
|
205K
$21.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 9.59% |
$1.21M - $2.76M
|
167K
$17.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12.2KNew |
$1M - $2.3M
|
12.2K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 7.47% |
$948K - $2.17M
|
165K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.8K+ 112.93% |
$891K - $2.04M
|
20.4K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.4KNew |
$857K - $1.96M
|
10.4K
$1.08M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9.27KNew |
$765K - $1.75M
|
9.27K
$964K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.76K+ 12.2% |
$723K - $1.66M
|
80.5K
$8.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.47KNew |
$699K - $1.6M
|
8.47K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.31K+ 154.3% |
$686K - $1.57M
|
13.7K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.2KNew |
$677K - $1.55M
|
8.2K
$853K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.04K+ 73.43% |
$663K - $1.52M
|
19K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.04K+ 73.43% |
$663K - $1.52M
|
19K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.51K+ 10.21% |
$620K - $1.42M
|
81K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.17KNew |
$591K - $1.35M
|
7.17K
$745K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.58K+ 5.38% |
$543K - $1.24M
|
129K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.34K+ 4.58% |
$523K - $1.2M
|
145K
$15.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.03K+ 444.62% |
$498K - $1.14M
|
7.39K
$768K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.84KNew |
$482K - $1.1M
|
5.84K
$607K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.79K+ 19.6% |
$478K - $1.09M
|
35.3K
$3.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
5.65K+ 14.83% |
$466K - $1.07M
|
43.7K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.43K+ 52.36% |
$448K - $1.03M
|
15.8K
$1.64M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.09K+ 192.84% |
$420K - $963K
|
7.73K
$804K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.49KNew |
$370K - $848K
|
4.49K
$467K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.43K+ 13.14% |
$366K - $838K
|
38.2K
$3.97M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.4KNew |
$363K - $831K
|
4.4K
$457K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.12K+ 6.71% |
$340K - $778K
|
65.5K
$6.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 13.78% |
$311K - $713K
|
31.1K
$3.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.76KNew |
$311K - $711K
|
3.76K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.39KNew |
$280K - $640K
|
3.39K
$352K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.14K+ 41.0% |
$259K - $593K
|
10.8K
$1.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.95KNew |
$243K - $557K
|
2.95K
$306K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.94K+ 4.34% |
$242K - $555K
|
70.6K
$7.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.86KNew |
$236K - $540K
|
2.86K
$297K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.76KNew |
$228K - $523K
|
2.76K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7K+ 8.2% |
$223K - $511K
|
35.7K
$3.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.68K+ 14.4% |
$222K - $507K
|
21.3K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.61K+ 0.44% |
$215K - $492K
|
600K
$62.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.45K+ 50.18% |
$202K - $463K
|
7.33K
$762K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.4K+ 12.96% |
$198K - $454K
|
20.9K
$2.17M
|