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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
4.75KNew |
$263K - $307K
|
4.75K
$276K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.74K+ 23.58% |
$263K - $307K
|
24.8K
$1.45M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.73KNew |
$262K - $306K
|
4.73K
$275K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
4.66KNew |
$258K - $301K
|
4.66K
$271K
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
4.63KNew |
$256K - $299K
|
4.63K
$269K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.59K+ 3.46% |
$255K - $297K
|
137K
$8M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.54K+ 7.5% |
$252K - $294K
|
65.1K
$3.79M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.52KNew |
$251K - $293K
|
4.52K
$263K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.48K+ 9.86% |
$248K - $290K
|
50K
$2.91M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.45K+ 9.64% |
$246K - $288K
|
50.5K
$2.94M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.45KNew |
$246K - $288K
|
4.45K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.43K+ 12.47% |
$246K - $287K
|
39.9K
$2.33M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
4.41K+ 18.72% |
$244K - $285K
|
28K
$1.63M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.28KNew |
$237K - $277K
|
4.28K
$249K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
4.24KNew |
$235K - $274K
|
4.24K
$247K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.13KNew |
$229K - $267K
|
4.13K
$240K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$226K - $264K
|
4.08K
$237K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
4.01KNew |
$222K - $260K
|
4.01K
$234K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
4.01KNew |
$222K - $260K
|
4.01K
$234K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4K+ 26.4% |
$222K - $259K
|
19.2K
$1.12M
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
3.94KNew |
$218K - $255K
|
3.94K
$229K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.9KNew |
$216K - $252K
|
3.9K
$227K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.89K+ 22.37% |
$215K - $251K
|
21.3K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
3.86KNew |
$214K - $250K
|
3.86K
$225K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.82K+ 9.21% |
$212K - $247K
|
45.3K
$2.64M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.79KNew |
$210K - $245K
|
3.79K
$221K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.77K+ 12.2% |
$209K - $244K
|
34.7K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.77K+ 25.58% |
$209K - $244K
|
18.5K
$1.08M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3.74K+ 646.11% |
$207K - $242K
|
4.32K
$252K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$207K - $242K
|
3.74K
$218K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 6.3% |
$207K - $241K
|
62.9K
$3.66M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
3.69KNew |
$204K - $239K
|
3.69K
$215K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.6KNew |
$200K - $233K
|
3.6K
$210K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
3.6K+ 85.88% |
$200K - $233K
|
7.79K
$454K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.59KNew |
$199K - $232K
|
3.59K
$209K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
3.57KNew |
$198K - $231K
|
3.57K
$208K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.56KNew |
$197K - $230K
|
3.56K
$207K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
3.53KNew |
$195K - $228K
|
3.53K
$205K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
3.52K+ 10.92% |
$195K - $228K
|
35.8K
$2.08M
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.47KNew |
$192K - $224K
|
3.47K
$202K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.35KNew |
$186K - $217K
|
3.35K
$195K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
3.27K+ 39.95% |
$181K - $212K
|
11.5K
$668K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.24K+ 9.61% |
$179K - $209K
|
36.9K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.22K+ 5.24% |
$178K - $208K
|
64.6K
$3.76M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.19K+ 9.23% |
$177K - $206K
|
37.8K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.07KNew |
$170K - $198K
|
3.07K
$179K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.05K+ 13.74% |
$169K - $197K
|
25.2K
$1.47M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.03K+ 43.76% |
$168K - $196K
|
9.96K
$580K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.01K+ 73.6% |
$167K - $195K
|
7.1K
$414K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3KNew |
$166K - $194K
|
3K
$175K
|