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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 15.0% |
$395K - $445K
|
24.9K
$2.21M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50.9KNew |
$4.57M - $5.16M
|
50.9K
$4.51M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
170KNew |
$15.3M - $17.2M
|
170K
$15.1M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$22.5K - $25.3K
|
250
$22.2K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.81KNew |
$702K - $792K
|
7.81K
$693K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
45+ 1.95% |
$4.04K - $4.56K
|
2.35K
$208K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
893New |
$80.3K - $90.5K
|
893
$79.2K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
104New |
$9.35K - $10.5K
|
104
$9.22K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
78New |
$7.01K - $7.91K
|
78
$6.92K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$208K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 8.33% |
$89.9 - $101
|
13
$1.15K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-517- 1.38% |
$46.5K - $52.4K
|
37K
$3.29M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.16KNew |
$194K - $219K
|
2.16K
$192K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 2.22% |
$180 - $203
|
92
$8.16K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-42.3K- 99.49% |
$3.8M - $4.28M
|
216
$19.2K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-154- 3.63% |
$13.8K - $15.6K
|
4.08K
$362K
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.2KNew |
$921K - $1.04M
|
10.2K
$909K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
30New |
$2.7K - $3.04K
|
30
$2.66K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
495+ 13.73% |
$44.5K - $50.2K
|
4.1K
$364K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.38KNew |
$214K - $241K
|
2.38K
$211K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
234New |
$21K - $23.7K
|
234
$20.8K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-735- 0.4% |
$66.1K - $74.5K
|
182K
$16.2M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16KNew |
$1.44M - $1.62M
|
16K
$1.42M
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
220New |
$18.1K - $20.6K
|
220
$19.5K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
216+ 21.6% |
$17.8K - $20.3K
|
1.22K
$108K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
120KNew |
$9.89M - $11.3M
|
120K
$10.6M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.52K- 65.43% |
$702K - $800K
|
4.5K
$399K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$330 - $375
|
4
$355
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-64.9K- 93.6% |
$5.35M - $6.09M
|
4.44K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.6KNew |
$2.11M - $2.4M
|
25.6K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.32K- 30.15% |
$191K - $218K
|
5.37K
$476K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
280+ 1.47% |
$23.1K - $26.3K
|
19.3K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
20+ 0.41% |
$1.65K - $1.88K
|
4.88K
$433K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
294New |
$24.2K - $27.6K
|
294
$26.1K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 39.77% |
$2.88K - $3.28K
|
53
$4.7K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
65New |
$5.35K - $6.1K
|
65
$5.77K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102+ 340.0% |
$8.4K - $9.57K
|
132
$11.7K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 4.0% |
$330 - $375
|
96
$8.52K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$1.36M - $1.55M
|
16.5K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-298- 28.76% |
$24.5K - $28K
|
738
$65.5K
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-53- 0.95% |
$4.37K - $4.97K
|
5.54K
$491K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 1.48% |
$217K - $248K
|
181K
$16M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.08K- 3.19% |
$171K - $195K
|
63.2K
$5.6M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$33K - $37.5K
|
400
$35.5K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.2KNew |
$181K - $206K
|
2.2K
$195K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-147- 2.14% |
$12.1K - $13.8K
|
6.72K
$596K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-610- 49.92% |
$50.3K - $57.2K
|
612
$54.3K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
418+ 2.16% |
$34.4K - $39.2K
|
19.8K
$1.75M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 100.0% |
$8.09K - $8.79K
|
200
$17.7K
|