Purchases and Sales Made in Q1 2022 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD STAR FD VANGUARD TOTA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
22+ 0.12% |
$1.22K - $1.42K
|
18.7K
$1.25M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.09% |
$1.16K - $1.36K
|
23.6K
$1.58M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21+ 0.23% |
$1.16K - $1.36K
|
9.1K
$608K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
21+ 3.3% |
$1.16K - $1.36K
|
658
$44K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20+ 0.8% |
$1.11K - $1.29K
|
2.52K
$168K
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
20+ 0.18% |
$1.11K - $1.29K
|
11.1K
$742K
|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
20+ 0.17% |
$1.11K - $1.29K
|
11.9K
$797K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
19+ 0.17% |
$1.05K - $1.23K
|
11.3K
$754K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.17% |
$1.05K - $1.23K
|
11.1K
$740K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.11% |
$942 - $1.1K
|
15K
$1M
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
17+ 0.16% |
$942 - $1.1K
|
10.3K
$690K
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
15+ 3.98% |
$831 - $971
|
392
$26.2K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.17% |
$831 - $971
|
8.71K
$582K
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
14+ 0.34% |
$776 - $906
|
4.16K
$278K
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
BUY
|
- |
13+ 0.15% |
$720 - $841
|
8.92K
$596K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13+ 0.1% |
$720 - $841
|
13.5K
$904K
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
11+ 0.16% |
$610 - $712
|
6.75K
$451K
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.17% |
$610 - $712
|
6.53K
$436K
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11+ 0.17% |
$610 - $712
|
6.38K
$426K
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
11+ 0.07% |
$610 - $712
|
15.2K
$1.01M
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.17% |
$499 - $582
|
5.39K
$360K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
9+ 0.1% |
$499 - $582
|
8.97K
$599K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7+ 0.09% |
$388 - $453
|
7.4K
$494K
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.17% |
$333 - $388
|
3.62K
$242K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5+ 0.07% |
$277 - $324
|
6.78K
$453K
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
5+ 2.67% |
$277 - $324
|
192
$12.8K
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$277 - $324
|
3.36K
$225K
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 0.05% |
$166 - $194
|
6.53K
$437K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.05% |
$166 - $194
|
5.47K
$365K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.03% |
$166 - $194
|
10.9K
$730K
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$166 - $194
|
36.4K
$2.43M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.19% |
$111 - $129
|
1.05K
$70.4K
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.02% |
$111 - $129
|
8.31K
$555K
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2+ 0.03% |
$111 - $129
|
7.99K
$534K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.11% |
$111 - $129
|
1.84K
$123K
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$55.4 - $64.7
|
315
$21.1K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$55.4 - $64.7
|
12.3K
$824K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$55.4 - $64.7
|
10.2K
$684K
|
|
Aug 04, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$55.4 - $64.7
|
12.9K
$860K
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$55.4 - $64.7
|
3.77K
$252K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$55.4 - $64.7
|
724
$48.4K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$55.4 - $64.7
|
8.98K
$600K
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$55.4 - $64.7
|
5.47K
$365K
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-4- 0.04% |
$222 - $259
|
11.2K
$745K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5Closed |
$277 - $324
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.1% |
$277 - $324
|
5.25K
$351K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$277 - $324
|
12.9K
$860K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-10Closed |
$554 - $647
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-14- 1.64% |
$776 - $906
|
839
$56.1K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 2.34% |
$942 - $1.1K
|
708
$47.3K
|