Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
176KNew |
$12.9M - $29.9M
|
176K
$16.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
91.5KNew |
$6.7M - $15.5M
|
91.5K
$8.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
59.5K+ 1270.16% |
$4.35M - $10.1M
|
64.2K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
42.4K+ 200.96% |
$3.1M - $7.2M
|
63.4K
$5.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
33.6K+ 987.12% |
$2.46M - $5.7M
|
37K
$3.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
25.6K+ 45.96% |
$1.87M - $4.35M
|
81.4K
$7.59M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24.6K+ 10.82% |
$1.8M - $4.19M
|
252K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.8K+ 54.24% |
$1.67M - $3.87M
|
64.8K
$6.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
15.2K+ 233.68% |
$1.11M - $2.58M
|
21.7K
$2.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.2KNew |
$1.11M - $2.58M
|
15.2K
$1.42M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.4KNew |
$908K - $2.11M
|
12.4K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.5K+ 203.02% |
$766K - $1.78M
|
15.6K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8.99K+ 5.39% |
$658K - $1.53M
|
176K
$16.4M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.81K+ 84.26% |
$425K - $987K
|
12.7K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.04K+ 43.18% |
$369K - $857K
|
16.7K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.58K+ 15.63% |
$335K - $778K
|
33.9K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.74KNew |
$273K - $635K
|
3.74K
$349K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$270K - $628K
|
3.7K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.52KNew |
$258K - $598K
|
3.52K
$329K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
2.99KNew |
$219K - $508K
|
2.99K
$279K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.99KNew |
$219K - $508K
|
2.99K
$279K
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.92KNew |
$214K - $497K
|
2.92K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.8K+ 45.51% |
$205K - $475K
|
8.95K
$835K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.65K+ 9.25% |
$194K - $451K
|
31.3K
$2.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.55K+ 104.91% |
$186K - $432K
|
4.97K
$464K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.39KNew |
$175K - $405K
|
2.39K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.22KNew |
$162K - $377K
|
2.22K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.15KNew |
$157K - $365K
|
2.15K
$201K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$142K - $330K
|
1.94K
$181K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73KNew |
$127K - $294K
|
1.73K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.69K+ 9.8% |
$124K - $287K
|
18.9K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$109K - $254K
|
1.5K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.49KNew |
$109K - $253K
|
1.49K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 7.82% |
$109K - $253K
|
20.6K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$107K - $248K
|
1.46K
$136K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.44KNew |
$105K - $245K
|
1.44K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$99.4K - $231K
|
1.36K
$127K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.34KNew |
$98.4K - $228K
|
1.34K
$125K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.32KNew |
$96.4K - $224K
|
1.32K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31K+ 28.17% |
$96K - $223K
|
5.97K
$557K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.29K+ 144.78% |
$94.4K - $219K
|
2.18K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.28KNew |
$93.3K - $217K
|
1.28K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.13K+ 7.79% |
$82.4K - $191K
|
15.6K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08K+ 0.95% |
$79.3K - $184K
|
115K
$10.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 3.67% |
$78.4K - $182K
|
30.3K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.01KNew |
$73.8K - $171K
|
1.01K
$94.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
965New |
$70.6K - $164K
|
965
$90.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
946+ 2.53% |
$69.2K - $161K
|
38.3K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
825New |
$60.4K - $140K
|
825
$77K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
729New |
$53.3K - $124K
|
729
$68K
|