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 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.23% |
$260 - $284
|
2.19K
$133K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.04% |
$260 - $284
|
13.6K
$825K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4+ 0.07% |
$208 - $227
|
5.74K
$350K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.2% |
$208 - $227
|
2.02K
$123K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.24% |
$208 - $227
|
1.66K
$101K
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.07% |
$156 - $170
|
4.4K
$268K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.31% |
$156 - $170
|
969
$59K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.04% |
$104 - $113
|
5.01K
$305K
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.04% |
$104 - $113
|
4.55K
$277K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.28% |
$104 - $113
|
712
$43.4K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.32% |
$104 - $113
|
623
$37.9K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.12% |
$104 - $113
|
1.63K
$99.5K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.22% |
$104 - $113
|
928
$56.5K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$104 - $113
|
3.94K
$240K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$104 - $113
|
4.16K
$254K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.58% |
$52.1 - $56.7
|
173
$10.5K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$52.1 - $56.7
|
12.3K
$751K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$52.1 - $56.7
|
679
$41.4K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.02% |
$52.1 - $56.7
|
5.62K
$342K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.17% |
$52.1 - $56.7
|
603
$36.7K
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1+ 0.01% |
$52.1 - $56.7
|
7.43K
$453K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.18% |
$52.1 - $56.7
|
563
$34.3K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$52.1 - $56.7
|
7.53K
$458K
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-7- 1.91% |
$364 - $397
|
360
$21.9K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9- 0.19% |
$469 - $511
|
4.76K
$290K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 1.62% |
$521 - $567
|
608
$37K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13- 0.2% |
$677 - $738
|
6.38K
$389K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16- 0.41% |
$833 - $908
|
3.88K
$236K
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-21- 0.89% |
$1.09K - $1.19K
|
2.35K
$143K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-27- 0.03% |
$1.41K - $1.53K
|
87.3K
$5.32M
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-28- 0.26% |
$1.46K - $1.59K
|
10.9K
$664K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-29- 0.33% |
$1.51K - $1.65K
|
8.81K
$537K
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-29- 0.58% |
$1.51K - $1.65K
|
4.94K
$301K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-30- 7.94% |
$1.56K - $1.7K
|
348
$21.2K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-33- 1.63% |
$1.72K - $1.87K
|
1.99K
$121K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-43- 0.28% |
$2.24K - $2.44K
|
15.2K
$925K
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-44- 1.05% |
$2.29K - $2.5K
|
4.14K
$252K
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-45- 0.46% |
$2.34K - $2.55K
|
9.74K
$593K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-49- 1.22% |
$2.55K - $2.78K
|
3.96K
$241K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-57- 1.01% |
$2.97K - $3.23K
|
5.56K
$339K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-58- 0.44% |
$3.02K - $3.29K
|
13.2K
$802K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-60- 0.35% |
$3.12K - $3.4K
|
17K
$1.03M
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-68- 26.88% |
$3.54K - $3.86K
|
185
$11.3K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-69- 0.29% |
$3.59K - $3.92K
|
23.4K
$1.43M
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-73Closed |
$3.8K - $4.14K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-78- 1.69% |
$4.06K - $4.43K
|
4.55K
$277K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-90- 1.64% |
$4.69K - $5.11K
|
5.41K
$330K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-91- 0.02% |
$4.74K - $5.16K
|
423K
$25.8M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-93- 2.35% |
$4.84K - $5.28K
|
3.86K
$235K
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-94- 4.31% |
$4.89K - $5.33K
|
2.09K
$127K
|