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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
658+ 12.11% |
$34.3K - $37.3K
|
6.09K
$369K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
654+ 0.66% |
$34.1K - $37.1K
|
99.6K
$6.05M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
643+ 1.14% |
$33.5K - $36.5K
|
57.2K
$3.47M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
640+ 2.5% |
$33.3K - $36.3K
|
26.2K
$1.59M
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
586+ 0.54% |
$30.5K - $33.2K
|
109K
$6.63M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
584New |
$30.4K - $33.1K
|
584
$35.4K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
577+ 1.55% |
$30K - $32.7K
|
37.8K
$2.29M
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
572+ 31.52% |
$29.8K - $32.5K
|
2.39K
$145K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
566+ 4.6% |
$29.5K - $32.1K
|
12.9K
$780K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
564+ 2.29% |
$29.4K - $32K
|
25.1K
$1.53M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
557+ 13.94% |
$29K - $31.6K
|
4.55K
$276K
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
544+ 13.12% |
$28.3K - $30.9K
|
4.69K
$284K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
540+ 12.25% |
$28.1K - $30.6K
|
4.95K
$300K
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
537+ 10.65% |
$28K - $30.5K
|
5.58K
$338K
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
517+ 4.8% |
$26.9K - $29.3K
|
11.3K
$685K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500New |
$26K - $28.4K
|
500
$30.3K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500New |
$26K - $28.4K
|
500
$30.3K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
500+ 10.98% |
$26K - $28.4K
|
5.06K
$307K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
470+ 11.99% |
$24.5K - $26.7K
|
4.39K
$266K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
450+ 7.04% |
$23.4K - $25.5K
|
6.84K
$415K
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
448+ 6.6% |
$23.3K - $25.4K
|
7.24K
$439K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
445+ 3.17% |
$23.2K - $25.2K
|
14.5K
$878K
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
439+ 0.39% |
$22.9K - $24.9K
|
114K
$6.93M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
430+ 4.64% |
$22.4K - $24.4K
|
9.69K
$588K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
422+ 2.2% |
$22K - $23.9K
|
19.6K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
418+ 1.87% |
$21.8K - $23.7K
|
22.7K
$1.38M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
407+ 2.73% |
$21.2K - $23.1K
|
15.3K
$928K
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
396+ 1.42% |
$20.6K - $22.5K
|
28.3K
$1.72M
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
376+ 4.21% |
$19.6K - $21.3K
|
9.3K
$564K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
375+ 0.78% |
$19.5K - $21.3K
|
48.2K
$2.92M
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
372+ 7.1% |
$19.4K - $21.1K
|
5.61K
$340K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
369New |
$19.2K - $20.9K
|
369
$22.4K
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
367+ 0.47% |
$19.1K - $20.8K
|
78.7K
$4.77M
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
356+ 0.67% |
$18.5K - $20.2K
|
53.4K
$3.24M
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
352+ 1.31% |
$18.3K - $20K
|
27.2K
$1.65M
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
350New |
$18.2K - $19.9K
|
350
$21.2K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
342+ 1.69% |
$17.8K - $19.4K
|
20.6K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
332+ 0.18% |
$17.3K - $18.8K
|
184K
$11.2M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
331+ 2.57% |
$17.2K - $18.8K
|
13.2K
$802K
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
324+ 5.49% |
$16.9K - $18.4K
|
6.23K
$378K
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
323+ 1.46% |
$16.8K - $18.3K
|
22.5K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
322+ 0.4% |
$16.8K - $18.3K
|
80.2K
$4.86M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
322New |
$16.8K - $18.3K
|
322
$19.5K
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
321+ 3.73% |
$16.7K - $18.2K
|
8.93K
$542K
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
316+ 2.31% |
$16.5K - $17.9K
|
14K
$848K
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
310+ 0.67% |
$16.1K - $17.6K
|
46.4K
$2.82M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
309+ 0.38% |
$16.1K - $17.5K
|
82.1K
$4.98M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
302+ 1.93% |
$15.7K - $17.1K
|
16K
$969K
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 3.53% |
$15.6K - $17K
|
8.8K
$534K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
300New |
$15.6K - $17K
|
300
$18.2K
|