Latest Institutional Transactions on Vanguard S&P Small Cap 600 Val (VIOV)
This table provides information on the latest institutional transactions involving Vanguard S&P Small Cap 600 Val (VIOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$194K - $219K
|
2.16K
$206K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.08K+ 6.0% |
$187K - $211K
|
36.8K
$3.5M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-517- 1.38% |
$46.5K - $52.4K
|
37K
$3.52M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-42.3K- 99.49% |
$3.8M - $4.28M
|
216
$20.5K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.6K- 44.1% |
$955K - $1.08M
|
13.5K
$1.28M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 2.22% |
$180 - $203
|
92
$8.75K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
60.4KNew |
$5.43M - $6.12M
|
60.4K
$5.74M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.03% |
$89.9 - $101
|
3.25K
$309K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 31.58% |
$147K - $166K
|
6.81K
$648K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-154- 3.63% |
$13.8K - $15.6K
|
4.08K
$388K
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-6.59K- 7.29% |
$593K - $668K
|
83.9K
$7.97M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32+ 0.96% |
$2.88K - $3.24K
|
3.36K
$320K
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
12KNew |
$1.08M - $1.21M
|
12K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6- 0.02% |
$539 - $608
|
34.8K
$3.31M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$921K - $1.04M
|
10.2K
$974K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-2.05K- 1.46% |
$184K - $208K
|
138K
$13.1M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 6.07% |
$372K - $420K
|
64.1K
$6.09M
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.9K+ 1.91% |
$170K - $192K
|
101K
$9.6M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-733- 34.2% |
$65.9K - $74.3K
|
1.41K
$134K
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
268+ 3.32% |
$24.1K - $27.2K
|
8.34K
$793K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$2.7K - $3.04K
|
30
$2.85K
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8+ 0.01% |
$719 - $811
|
85.1K
$8.09M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-36- 0.53% |
$3.24K - $3.65K
|
6.78K
$644K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.34K- 6.34% |
$121K - $136K
|
19.8K
$1.89M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
234New |
$21K - $23.7K
|
234
$22.2K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
67.1KNew |
$6.03M - $6.8M
|
67.1K
$6.38M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.38KNew |
$214K - $241K
|
2.38K
$226K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
495+ 13.73% |
$44.5K - $50.2K
|
4.1K
$390K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-112K- 25.92% |
$10.1M - $11.4M
|
321K
$30.5M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
100+ 1.61% |
$8.99K - $10.1K
|
6.3K
$599K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-735- 0.4% |
$66.1K - $74.5K
|
182K
$17.3M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 22.16% |
$132K - $149K
|
8.08K
$768K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.97% |
$91.8K - $104K
|
26.7K
$2.54M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
313+ 5.4% |
$28.1K - $31.7K
|
6.11K
$581K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 17.49% |
$90.9K - $102K
|
4.77K
$453K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-405- 1.22% |
$36.4K - $41.1K
|
32.8K
$3.12M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16KNew |
$1.44M - $1.62M
|
16K
$1.52M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
76+ 0.88% |
$6.83K - $7.7K
|
8.74K
$831K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.6K+ 13.09% |
$234K - $264K
|
22.5K
$2.14M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-574- 1.86% |
$51.6K - $58.2K
|
30.4K
$2.89M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
344+ 3.33% |
$30.9K - $34.9K
|
10.7K
$1.02M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-126- 0.17% |
$11.3K - $12.8K
|
72.5K
$6.89M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.26K+ 1.93% |
$113K - $128K
|
66.6K
$6.34M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-800- 12.52% |
$71.9K - $81.1K
|
5.59K
$532K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.83K- 10.33% |
$165K - $186K
|
15.9K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.99% |
$180 - $203
|
204
$19.4K
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-378- 0.94% |
$34K - $38.3K
|
39.7K
$3.78M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.49% |
$270 - $304
|
617
$58.7K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
136+ 0.15% |
$12.2K - $13.8K
|
91.8K
$8.72M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-30K- 75.34% |
$2.7M - $3.05M
|
9.83K
$935K
|