Purchases and Sales Made in Q1 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2024. 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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70+ 6.93% |
$3.9K - $4.22K
|
1.08K
$66K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
69+ 12.15% |
$3.85K - $4.16K
|
637
$38.9K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
65+ 0.94% |
$3.62K - $3.92K
|
6.97K
$425K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
61+ 0.62% |
$3.4K - $3.68K
|
9.86K
$602K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
60+ 0.32% |
$3.34K - $3.62K
|
19K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
60+ 1.21% |
$3.34K - $3.62K
|
5K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
59New |
$3.29K - $3.56K
|
59
$3.6K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59+ 0.37% |
$3.29K - $3.56K
|
15.8K
$965K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
58+ 0.84% |
$3.23K - $3.5K
|
7K
$428K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
57+ 0.65% |
$3.18K - $3.44K
|
8.77K
$536K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
52+ 0.28% |
$2.9K - $3.14K
|
18.6K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
49+ 0.04% |
$2.73K - $2.96K
|
128K
$7.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
49+ 1.37% |
$2.73K - $2.96K
|
3.63K
$222K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
48+ 1.09% |
$2.68K - $2.9K
|
4.44K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
48+ 0.37% |
$2.68K - $2.9K
|
12.9K
$791K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 0.24% |
$2.68K - $2.9K
|
20K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
47+ 0.53% |
$2.62K - $2.84K
|
8.97K
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
45+ 0.9% |
$2.51K - $2.72K
|
5.05K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
44+ 0.32% |
$2.45K - $2.66K
|
13.7K
$835K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
44+ 0.37% |
$2.45K - $2.66K
|
11.9K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 0.93% |
$2.4K - $2.6K
|
4.66K
$285K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
42+ 0.35% |
$2.34K - $2.53K
|
12.2K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
41+ 0.37% |
$2.29K - $2.47K
|
11.1K
$675K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
40+ 0.28% |
$2.23K - $2.41K
|
14.5K
$883K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.94% |
$2.06K - $2.23K
|
3.96K
$242K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
34+ 0.38% |
$1.9K - $2.05K
|
9.08K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
33+ 0.37% |
$1.84K - $1.99K
|
9.05K
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
32+ 0.28% |
$1.78K - $1.93K
|
11.5K
$700K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32+ 0.08% |
$1.78K - $1.93K
|
41K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32+ 0.36% |
$1.78K - $1.93K
|
8.87K
$542K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
31+ 9.01% |
$1.73K - $1.87K
|
375
$22.9K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
28+ 0.54% |
$1.56K - $1.69K
|
5.23K
$320K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28+ 0.21% |
$1.56K - $1.69K
|
13.2K
$806K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
27+ 0.29% |
$1.5K - $1.63K
|
9.41K
$575K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
27New |
$1.5K - $1.63K
|
27
$1.65K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27New |
$1.5K - $1.63K
|
27
$1.65K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
26+ 0.08% |
$1.45K - $1.57K
|
34K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
26+ 0.07% |
$1.45K - $1.57K
|
39.7K
$2.42M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
25+ 0.56% |
$1.39K - $1.51K
|
4.48K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
24+ 0.05% |
$1.34K - $1.45K
|
52.1K
$3.18M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 4.78% |
$1.34K - $1.45K
|
526
$32.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
23+ 0.36% |
$1.28K - $1.39K
|
6.43K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.2% |
$1.28K - $1.39K
|
11.4K
$694K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
22+ 0.1% |
$1.23K - $1.33K
|
21.9K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
22+ 0.33% |
$1.23K - $1.33K
|
6.59K
$403K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.36% |
$1.23K - $1.33K
|
6.09K
$372K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
21+ 0.31% |
$1.17K - $1.27K
|
6.86K
$419K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
20+ 0.36% |
$1.11K - $1.21K
|
5.63K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20+ 0.06% |
$1.11K - $1.21K
|
32.3K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
20+ 0.37% |
$1.11K - $1.21K
|
5.47K
$334K
|