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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.92KClosed |
$243K - $268K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-19.8KClosed |
$1.65M - $1.82M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-42Closed |
$3.49K - $3.86K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-261Closed |
$21.7K - $24K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
65KNew |
$5.41M - $5.98M
|
65K
$5.77M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.15KClosed |
$95.5K - $106K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-9.64KClosed |
$802K - $886K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Signify Wealth
|
SELL
|
- |
-43.3KClosed |
$3.6M - $3.98M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-13.6KClosed |
$1.13M - $1.25M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33.9KClosed |
$2.82M - $3.12M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.4KClosed |
$377K - $420K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-45KClosed |
$3.86M - $4.3M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.47KClosed |
$640K - $714K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-1.2KClosed |
$103K - $115K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-186KClosed |
$16M - $17.8M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.41KNew |
$97.4K - $131K
|
1.41K
$125K
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-750Closed |
$52K - $69.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-48Closed |
$3.33K - $4.47K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-77Closed |
$4.15K - $5.42K
|
0
$0
|
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-21Closed |
$1.13K - $1.48K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-25KClosed |
$1.35M - $1.76M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-350Closed |
$18.9K - $24.6K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-837Closed |
$45.1K - $58.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.67KClosed |
$379K - $447K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-650Closed |
$25.6K - $39.1K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Bailard, Inc.
|
SELL
|
- |
-5.56KClosed |
$219K - $335K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-219Closed |
$8.61K - $13.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.8KClosed |
$68.7K - $126K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.12KClosed |
$81.2K - $149K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-152Closed |
$5.81K - $10.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.41KClosed |
$92.2K - $169K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
78New |
$2.98K - $5.46K
|
78
$6.92K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50KClosed |
$3.11M - $3.48M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Pendal Group LTD
|
SELL
|
- |
-4.35KClosed |
$271K - $303K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-378Closed |
$23.5K - $26.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-311Closed |
$19.9K - $20.8K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
95New |
$6.09K - $6.36K
|
95
$8.43K
|
|
|
Oct 16, 2019
Q3 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-225Closed |
$14.4K - $15.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.95KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-17Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-66.7KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-209Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.12KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
396New |
N/A
|
396
$35.1K
|
|
|
Feb 13, 2018
Q4 2017
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$88.7
|
|
|
Nov 08, 2017
Q3 2017
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-393Closed |
N/A
|
0
$0
|
|