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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.66K- 5.82% |
$135K - $167K
|
26.8K
$2.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.92K- 10.42% |
$156K - $194K
|
16.5K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.34K- 21.05% |
$190K - $236K
|
8.79K
$914K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.36K- 4.34% |
$192K - $238K
|
52K
$5.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.56K- 1.72% |
$208K - $258K
|
146K
$15.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.78K- 3.81% |
$226K - $280K
|
70.2K
$7.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.9K- 20.29% |
$317K - $393K
|
15.3K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.12K- 64.08% |
$334K - $415K
|
2.31K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 64.58% |
$387K - $480K
|
2.62K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.33K- 98.44% |
$514K - $637K
|
100
$10.4K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.68K- 1.27% |
$705K - $875K
|
673K
$70M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-11.6K- 4.47% |
$939K - $1.16M
|
247K
$25.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 82.86% |
$1.18M - $1.47M
|
3.01K
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.8K- 99.97% |
$1.29M - $1.6M
|
5
$520
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-16.5K- 21.51% |
$1.34M - $1.67M
|
60.3K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17K- 34.51% |
$1.38M - $1.71M
|
32.2K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20K- 32.55% |
$1.62M - $2.01M
|
41.4K
$4.31M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22K- 26.59% |
$1.79M - $2.22M
|
60.9K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.4K- 34.13% |
$1.82M - $2.26M
|
43.2K
$4.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.8K- 41.01% |
$1.93M - $2.4M
|
34.3K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.5K- 24.94% |
$1.99M - $2.47M
|
73.7K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.7K- 4.53% |
$3.71M - $4.6M
|
963K
$100M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-48.2K- 28.49% |
$3.91M - $4.85M
|
121K
$12.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-53.7K- 32.86% |
$4.36M - $5.41M
|
110K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-177K- 36.14% |
$14.4M - $17.8M
|
312K
$32.5M
|