Latest Institutional Purchases of Vanguard S&P Small Cap 600 Val (VIOV)
This list provides information on the latest institutional transactions involving Vanguard S&P Small Cap 600 Val (VIOV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.43KNew |
$172K - $219K
|
2.43K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.29KNew |
$162K - $206K
|
2.29K
$228K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.6KNew |
$113K - $144K
|
1.6K
$159K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33New |
$2.34K - $2.97K
|
33
$3.28K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$1.98K - $2.52K
|
28
$2.79K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6+ 0.17% |
$425 - $540
|
3.52K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2New |
$142 - $180
|
2
$199
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.4KNew |
$259K - $296K
|
3.4K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.89KNew |
$144K - $164K
|
1.89K
$188K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
1.75K+ 2.28% |
$133K - $152K
|
78.4K
$7.8M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
782+ 29.87% |
$59.6K - $68.1K
|
3.4K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
394New |
$30K - $34.3K
|
394
$39.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
221New |
$16.8K - $19.2K
|
221
$22K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
213+ 7.47% |
$16.2K - $18.5K
|
3.07K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30New |
$2.28K - $2.61K
|
30
$2.98K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5KNew |
$378K - $414K
|
5K
$497K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.33K+ 97.01% |
$101K - $110K
|
2.7K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
161New |
$12.2K - $13.3K
|
161
$16K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 2.25% |
$11.2K - $12.3K
|
6.73K
$669K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7New |
$530 - $580
|
7
$696
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3New |
$227 - $249
|
3
$298
|
|
| Q1 2023 | |||||||
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
22KNew |
$1.69M - $4.06M
|
22K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.2KNew |
$863K - $2.06M
|
11.2K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.95K+ 90.01% |
$535K - $1.28M
|
14.7K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.82K+ 307.07% |
$525K - $1.26M
|
9.04K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.13KNew |
$472K - $1.13M
|
6.13K
$610K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
6.04K+ 100.0% |
$464K - $1.11M
|
12.1K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.65KNew |
$435K - $1.04M
|
5.65K
$562K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
3.84KNew |
$296K - $708K
|
3.84K
$382K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.51K+ 99.89% |
$270K - $646K
|
7.02K
$698K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.22K+ 100.0% |
$171K - $409K
|
4.44K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73K+ 100.0% |
$133K - $319K
|
3.46K
$344K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.26K+ 92.64% |
$96.8K - $232K
|
2.62K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
448New |
$34.5K - $82.5K
|
448
$44.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300+ 100.0% |
$23.1K - $55.3K
|
600
$59.7K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
218+ 2725.0% |
$16.8K - $40.1K
|
226
$22.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
202New |
$15.5K - $37.2K
|
202
$20.1K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
174+ 100.0% |
$13.4K - $32K
|
348
$34.6K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
100+ 100.0% |
$7.7K - $18.4K
|
200
$19.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
90New |
$6.93K - $16.6K
|
90
$8.95K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85New |
$6.54K - $15.7K
|
85
$8.46K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45+ 100.0% |
$3.46K - $8.29K
|
90
$8.95K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24New |
$1.85K - $4.42K
|
24
$2.39K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
14New |
$1.08K - $2.58K
|
14
$1.39K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 100.0% |
$1K - $2.39K
|
26
$2.59K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 100.0% |
$231 - $553
|
6
$597
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
176KNew |
$12.9M - $29.9M
|
176K
$17.5M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.4KNew |
$908K - $2.11M
|
12.4K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.99K+ 5.39% |
$658K - $1.53M
|
176K
$17.5M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
965New |
$70.6K - $164K
|
965
$96K
|
|