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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-38- 1.27% |
$3.07K - $3.34K
|
2.96K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-21.3K- 85.74% |
$1.72M - $1.87M
|
3.54K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.74KNew |
$222K - $241K
|
2.74K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-62- 40.79% |
$5.02K - $5.45K
|
90
$8.45K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
144New |
$11.7K - $12.7K
|
144
$13.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
857New |
$69.3K - $75.3K
|
857
$80.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-126- 14.45% |
$10.2K - $11.1K
|
746
$70.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 2.2% |
$1.62K - $1.76K
|
888
$83.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.05% |
$1.86K - $2.02K
|
42.5K
$3.99M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58New |
$4.69K - $5.1K
|
58
$5.45K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
114New |
$9.22K - $10K
|
114
$10.7K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.29KNew |
$271K - $291K
|
3.29K
$309K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.82% |
$4.12K - $4.42K
|
2.79K
$262K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
350New |
$28.8K - $30.9K
|
350
$32.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.67KNew |
$714K - $767K
|
8.67K
$815K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 5.31% |
$99.8K - $107K
|
24.1K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
32New |
$2.63K - $2.83K
|
32
$3.01K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-673- 22.87% |
$55.4K - $59.5K
|
2.27K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-145- 5.79% |
$11.9K - $12.8K
|
2.36K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.43KNew |
$200K - $215K
|
2.43K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-279- 7.85% |
$23K - $24.7K
|
3.27K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.79KNew |
$559K - $601K
|
6.79K
$638K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.2KNew |
$263K - $283K
|
3.2K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
66New |
$5.43K - $5.84K
|
66
$6.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
22New |
$1.81K - $1.95K
|
22
$2.07K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
219+ 0.62% |
$18K - $19.4K
|
35.6K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
146+ 6.05% |
$12K - $12.9K
|
2.56K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-188- 2.12% |
$15.5K - $16.6K
|
8.67K
$814K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20New |
$1.65K - $1.77K
|
20
$1.88K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
4.17KNew |
$343K - $369K
|
4.17K
$392K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-362- 83.99% |
$29.8K - $32K
|
69
$6.48K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33New |
$2.72K - $2.92K
|
33
$3.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 1.94% |
$3.79K - $4.07K
|
2.32K
$218K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.6KNew |
$113K - $144K
|
1.6K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.85KNew |
$273K - $346K
|
3.85K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.8K- 24.91% |
$128K - $162K
|
5.44K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-150- 4.57% |
$10.6K - $13.5K
|
3.13K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2New |
$142 - $180
|
2
$188
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-364- 6.09% |
$25.8K - $32.7K
|
5.61K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.29KNew |
$162K - $206K
|
2.29K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.43KNew |
$172K - $219K
|
2.43K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
4.66KNew |
$331K - $419K
|
4.66K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-508- 6.2% |
$36K - $45.7K
|
7.68K
$722K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$1.98K - $2.52K
|
28
$2.63K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33New |
$2.34K - $2.97K
|
33
$3.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.84KNew |
$201K - $255K
|
2.84K
$267K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-541- 14.51% |
$38.3K - $48.6K
|
3.19K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6+ 0.17% |
$425 - $540
|
3.52K
$331K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-286- 4.28% |
$20.3K - $25.7K
|
6.39K
$600K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
782+ 29.87% |
$59.6K - $68.1K
|
3.4K
$319K
|
|