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
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.57K- 7.59% |
$134K - $146K
|
31.3K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.62K- 35.18% |
$137K - $149K
|
4.83K
$293K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.66K- 3.03% |
$138K - $151K
|
85.1K
$5.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.71K- 2.35% |
$141K - $154K
|
113K
$6.83M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.71K- 21.08% |
$141K - $154K
|
10.2K
$617K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.82K- 5.74% |
$147K - $160K
|
46.2K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.89K- 22.52% |
$150K - $164K
|
9.93K
$602K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.93K- 2.53% |
$153K - $166K
|
113K
$6.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
SELL
|
- |
-2.99K- 10.24% |
$155K - $169K
|
26.2K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.01K- 11.85% |
$156K - $171K
|
22.4K
$1.36M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.11K- 21.33% |
$162K - $176K
|
11.5K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.14K- 69.6% |
$163K - $178K
|
1.37K
$83.1K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.23K- 29.37% |
$168K - $183K
|
7.76K
$471K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.34K- 22.01% |
$174K - $190K
|
11.8K
$719K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 0.53% |
$175K - $191K
|
637K
$38.7M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.56K- 3.41% |
$185K - $202K
|
101K
$6.1M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-3.8K- 89.65% |
$198K - $216K
|
439
$26.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.03K- 5.08% |
$210K - $229K
|
75.4K
$4.58M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-4.28K- 7.75% |
$223K - $243K
|
50.9K
$3.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.38K- 42.8% |
$228K - $248K
|
5.85K
$355K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-4.42K- 4.94% |
$230K - $251K
|
85K
$5.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.64K- 18.67% |
$242K - $263K
|
20.2K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.69K- 6.41% |
$244K - $266K
|
68.4K
$4.15M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.79K- 1.72% |
$250K - $272K
|
274K
$16.6M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-4.84K- 8.76% |
$252K - $274K
|
50.4K
$3.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.95K- 25.29% |
$258K - $281K
|
14.6K
$887K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-4.96K- 56.84% |
$258K - $282K
|
3.77K
$229K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-5.05K- 46.05% |
$263K - $287K
|
5.92K
$359K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.42K- 13.89% |
$282K - $308K
|
33.6K
$2.04M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.46K- 48.41% |
$284K - $310K
|
5.82K
$353K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.49K- 93.05% |
$286K - $311K
|
410
$24.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.98K- 49.94% |
$311K - $339K
|
6K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.99K- 19.7% |
$312K - $340K
|
24.4K
$1.48M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-6K- 54.36% |
$312K - $340K
|
5.03K
$305K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.08K- 12.48% |
$317K - $345K
|
42.7K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-6.23K- 52.29% |
$324K - $353K
|
5.69K
$345K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-6.29K- 0.6% |
$327K - $357K
|
1.05M
$63.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-6.31K- 8.7% |
$329K - $358K
|
66.2K
$4.02M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.46K- 18.25% |
$336K - $366K
|
28.9K
$1.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-6.53K- 8.48% |
$340K - $370K
|
70.4K
$4.27M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-6.75K- 33.97% |
$352K - $383K
|
13.1K
$796K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.18K- 32.01% |
$374K - $407K
|
15.2K
$925K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7.18K- 25.69% |
$374K - $408K
|
20.8K
$1.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.26K- 1.44% |
$378K - $412K
|
498K
$30.2M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.14K- 44.3% |
$424K - $462K
|
10.2K
$621K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-8.15K- 5.22% |
$424K - $462K
|
148K
$8.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-8.2K- 4.49% |
$427K - $465K
|
174K
$10.6M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-8.55K- 32.09% |
$445K - $485K
|
18.1K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-8.67K- 4.81% |
$452K - $492K
|
172K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-8.83K- 52.75% |
$460K - $501K
|
7.91K
$480K
|