Purchases and Sales Made in Q1 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2023. 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 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.8MNew |
$563M - $613M
|
10.8M
$655M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.21MNew |
$271M - $296M
|
5.21M
$316M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.44M+ 13.28% |
$74.7M - $81.4M
|
12.2M
$743M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
985K+ 1153.96% |
$51.3M - $55.9M
|
1.07M
$64.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
675K+ 79.29% |
$35.1M - $38.3M
|
1.53M
$92.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
652K+ 7.61% |
$34M - $37M
|
9.22M
$559M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
644KNew |
$33.5M - $36.5M
|
644K
$39.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
600K+ 119.59% |
$31.3M - $34.1M
|
1.1M
$66.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
599K+ 5.62% |
$31.2M - $34M
|
11.2M
$682M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
488K+ 105.02% |
$25.4M - $27.7M
|
954K
$57.9M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
442KNew |
$23M - $25.1M
|
442K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
367K+ 59.77% |
$19.1M - $20.8M
|
981K
$59.5M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
285K+ 12.23% |
$14.8M - $16.1M
|
2.61M
$158M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
280K+ 225.24% |
$14.6M - $15.9M
|
404K
$24.5M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
265K+ 332.43% |
$13.8M - $15M
|
344K
$20.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
233K+ 23.35% |
$12.1M - $13.2M
|
1.23M
$74.7M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
220K+ 7.1% |
$11.5M - $12.5M
|
3.32M
$202M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
211K+ 87.77% |
$11M - $12M
|
452K
$27.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
210K+ 107.87% |
$11M - $11.9M
|
406K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
205K+ 11.43% |
$10.7M - $11.7M
|
2M
$122M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191K+ 10.33% |
$9.95M - $10.8M
|
2.04M
$124M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
171K+ 2.79% |
$8.92M - $9.72M
|
6.32M
$384M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
171KNew |
$8.9M - $9.7M
|
171K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
171K+ 18.05% |
$8.9M - $9.7M
|
1.12M
$67.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
171K+ 18.05% |
$8.9M - $9.7M
|
1.12M
$67.8M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
170K+ 3587.78% |
$8.86M - $9.65M
|
175K
$10.6M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
161KNew |
$8.39M - $9.14M
|
161K
$9.78M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
161KNew |
$8.39M - $9.14M
|
161K
$9.78M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
153K+ 34.25% |
$7.99M - $8.7M
|
601K
$36.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 7.73% |
$7.87M - $8.58M
|
2.11M
$128M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
142K+ 3.01% |
$7.39M - $8.06M
|
4.85M
$294M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
139K+ 7.18% |
$7.26M - $7.91M
|
2.08M
$126M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
138K+ 51.04% |
$7.21M - $7.85M
|
410K
$24.8M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
138KNew |
$7.19M - $7.83M
|
138K
$8.38M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
138KNew |
$7.18M - $7.83M
|
138K
$8.37M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
127K+ 16.64% |
$6.62M - $7.22M
|
892K
$54.1M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
122K+ 26.1% |
$6.34M - $6.91M
|
588K
$35.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
115KNew |
$5.98M - $6.52M
|
115K
$6.97M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
110K+ 32.41% |
$5.73M - $6.24M
|
449K
$27.3M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
103KNew |
$5.36M - $5.84M
|
103K
$6.25M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.4K+ 0.65% |
$4.81M - $5.24M
|
14.2M
$862M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
91.9KNew |
$4.79M - $5.21M
|
91.9K
$5.58M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
78.1K+ 128.1% |
$4.07M - $4.43M
|
139K
$8.44M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
74.6K+ 31.57% |
$3.88M - $4.23M
|
311K
$18.9M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
73.2K+ 29.0% |
$3.81M - $4.15M
|
326K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
70.6K+ 20.57% |
$3.68M - $4.01M
|
414K
$25.1M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
70.5KNew |
$3.67M - $4M
|
70.5K
$4.28M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
64.9KNew |
$3.38M - $3.68M
|
64.9K
$3.94M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
64.2KNew |
$3.34M - $3.64M
|
64.2K
$3.89M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
64.1K+ 278817.38% |
$3.34M - $3.64M
|
64.2K
$3.89M
|