Purchases and Sales Made in Q1 2022 in Vanguard S&P Small Cap 600 Val (VIOV)
This table provides information about the institutional ownership of Vanguard S&P Small Cap 600 Val (VIOV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD S&P SMALL CAP 600 VAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
305+ 7.42% |
$25.6K - $28.3K
|
4.42K
$420K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
298+ 0.99% |
$25K - $27.6K
|
30.5K
$2.9M
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
287New |
$24.1K - $26.6K
|
287
$27.3K
|
|
May 12, 2022
Q1 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
205+ 0.84% |
$17.2K - $19K
|
24.6K
$2.34M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
177+ 11.46% |
$14.9K - $16.4K
|
1.72K
$164K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
175+ 12.69% |
$14.7K - $16.2K
|
1.55K
$148K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
150+ 2.3% |
$12.6K - $13.9K
|
6.67K
$634K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
148+ 217.65% |
$12.4K - $13.7K
|
216
$20.5K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
145+ 2.28% |
$12.2K - $13.4K
|
6.51K
$619K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
131+ 0.86% |
$11K - $12.1K
|
15.4K
$1.46M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
130+ 2.79% |
$10.9K - $12K
|
4.8K
$456K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
103+ 30.29% |
$8.64K - $9.54K
|
443
$42.1K
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
86+ 2.54% |
$7.22K - $7.97K
|
3.47K
$330K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
83New |
$6.97K - $7.69K
|
83
$7.89K
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
60New |
$5.04K - $5.56K
|
60
$5.7K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43+ 0.55% |
$3.61K - $3.98K
|
7.9K
$751K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
33+ 0.29% |
$2.77K - $3.06K
|
11.4K
$1.08M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 766.67% |
$1.93K - $2.13K
|
26
$2.47K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 7.78% |
$1.76K - $1.95K
|
291
$27.7K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4New |
$336 - $371
|
4
$380
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$252 - $278
|
24.3K
$2.31M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.23% |
$168 - $185
|
854
$81.2K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.17% |
$168 - $185
|
1.21K
$115K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 21.21% |
$1.18K - $1.3K
|
52
$4.94K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-22- 0.82% |
$1.85K - $2.04K
|
2.65K
$252K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22- 1.36% |
$1.85K - $2.04K
|
1.59K
$151K
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-28- 1.38% |
$2.35K - $2.59K
|
2K
$190K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-40Closed |
$3.36K - $3.71K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-51- 1.44% |
$4.28K - $4.73K
|
3.49K
$331K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-65Closed |
$5.46K - $6.02K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110- 7.35% |
$9.23K - $10.2K
|
1.39K
$132K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-115- 8.46% |
$9.65K - $10.7K
|
1.24K
$118K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-133- 3.31% |
$11.2K - $12.3K
|
3.88K
$369K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-153- 5.48% |
$12.8K - $14.2K
|
2.64K
$251K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-158- 6.95% |
$13.3K - $14.6K
|
2.11K
$201K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-173- 34.12% |
$14.5K - $16K
|
334
$31.8K
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-289- 1.95% |
$24.3K - $26.8K
|
14.5K
$1.38M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-327- 13.03% |
$27.4K - $30.3K
|
2.18K
$208K
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-343- 3.74% |
$28.8K - $31.8K
|
8.83K
$839K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-373- 1.85% |
$31.3K - $34.6K
|
19.8K
$1.88M
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-373- 0.3% |
$31.3K - $34.6K
|
123K
$11.7M
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-460Closed |
$38.6K - $42.6K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-500- 22.28% |
$42K - $46.3K
|
1.74K
$166K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-556- 18.37% |
$46.7K - $51.5K
|
2.47K
$235K
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-581- 21.17% |
$48.8K - $53.8K
|
2.16K
$206K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-699Closed |
$58.7K - $64.8K
|
0
$0
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-954- 4.55% |
$80.1K - $88.4K
|
20K
$1.9M
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-994- 3.01% |
$83.4K - $92.1K
|
32K
$3.04M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.02K- 6.42% |
$85.8K - $94.7K
|
14.9K
$1.42M
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-1.13KClosed |
$95K - $105K
|
0
$0
|