Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
772+ 208.65% |
$62.7K - $77.8K
|
1.14K
$119K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
744+ 5.64% |
$60.4K - $75K
|
13.9K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
652+ 2.68% |
$53K - $65.7K
|
24.9K
$2.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
561+ 9.95% |
$45.6K - $56.5K
|
6.2K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
519+ 15.32% |
$42.2K - $52.3K
|
3.91K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
471New |
$38.3K - $47.5K
|
471
$49K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
445New |
$36.1K - $44.8K
|
445
$46.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
437+ 1.43% |
$35.5K - $44K
|
31.1K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
407New |
$33.1K - $41K
|
407
$42.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
402+ 3.63% |
$32.7K - $40.5K
|
11.5K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
400+ 9.89% |
$32.5K - $40.3K
|
4.45K
$462K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
381+ 6.68% |
$30.9K - $38.4K
|
6.09K
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
344New |
$27.9K - $34.7K
|
344
$35.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
286New |
$23.2K - $28.8K
|
286
$29.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
276+ 8.98% |
$22.4K - $27.8K
|
3.35K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
261+ 5.77% |
$21.2K - $26.3K
|
4.79K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
243+ 3.95% |
$19.7K - $24.5K
|
6.39K
$665K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
240New |
$19.5K - $24.2K
|
240
$25K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
236+ 7.77% |
$19.2K - $23.8K
|
3.27K
$340K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
219New |
$17.8K - $22.1K
|
219
$22.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
212+ 1.47% |
$17.2K - $21.4K
|
14.7K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
205+ 9.07% |
$16.7K - $20.7K
|
2.46K
$256K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
205+ 9.07% |
$16.7K - $20.7K
|
2.46K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
200+ 4.33% |
$16.2K - $20.2K
|
4.82K
$501K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
196+ 6.37% |
$15.9K - $19.7K
|
3.27K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
192+ 5.4% |
$15.6K - $19.3K
|
3.75K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
169+ 5.06% |
$13.7K - $17K
|
3.51K
$365K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
162+ 10.14% |
$13.2K - $16.3K
|
1.76K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
159+ 3.12% |
$12.9K - $16K
|
5.26K
$547K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
137+ 38.92% |
$11.1K - $13.8K
|
489
$50.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
120New |
$9.75K - $12.1K
|
120
$12.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
100+ 0.4% |
$8.12K - $10.1K
|
25.3K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
92New |
$7.47K - $9.27K
|
92
$9.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
82+ 1.56% |
$6.66K - $8.26K
|
5.36K
$557K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
74+ 1.81% |
$6.01K - $7.46K
|
4.16K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
70+ 5.04% |
$5.69K - $7.05K
|
1.46K
$152K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
65New |
$5.28K - $6.55K
|
65
$6.76K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
60+ 0.25% |
$4.87K - $6.05K
|
24.3K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
56+ 1.66% |
$4.55K - $5.64K
|
3.43K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50+ 0.58% |
$4.06K - $5.04K
|
8.7K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
49+ 1.16% |
$3.98K - $4.94K
|
4.27K
$444K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
34+ 1.43% |
$2.76K - $3.43K
|
2.4K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23+ 0.91% |
$1.87K - $2.32K
|
2.55K
$265K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20New |
$1.62K - $2.02K
|
20
$2.08K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.43% |
$1.22K - $1.51K
|
3.49K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.27% |
$975 - $1.21K
|
4.43K
$461K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10+ 29.41% |
$812 - $1.01K
|
44
$4.58K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.16% |
$731 - $907
|
5.73K
$596K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$650 - $806
|
2.44K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8+ 0.09% |
$650 - $806
|
8.52K
$886K
|