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 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-525- 1.2% |
$29.3K - $31.7K
|
43.2K
$2.72M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-542- 5.5% |
$30.2K - $32.7K
|
9.32K
$586K
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-548- 3.57% |
$30.5K - $33.1K
|
14.8K
$932K
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-561- 2.97% |
$31.3K - $33.9K
|
18.3K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-571- 2.92% |
$31.8K - $34.5K
|
19K
$1.19M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-592- 6.28% |
$33K - $35.7K
|
8.83K
$556K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-596- 2.22% |
$33.2K - $36K
|
26.3K
$1.65M
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-600- 1.99% |
$33.4K - $36.2K
|
29.6K
$1.86M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-602- 7.42% |
$33.6K - $36.3K
|
7.52K
$473K
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-606- 10.59% |
$33.8K - $36.6K
|
5.12K
$322K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-616- 2.99% |
$34.3K - $37.2K
|
20K
$1.26M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-680- 4.6% |
$37.9K - $41K
|
14.1K
$888K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-686- 6.93% |
$38.2K - $41.4K
|
9.22K
$580K
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-690- 4.56% |
$38.5K - $41.6K
|
14.4K
$908K
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-700- 10.23% |
$39K - $42.2K
|
6.14K
$386K
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-705- 5.63% |
$39.3K - $42.5K
|
11.8K
$743K
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-728- 5.99% |
$40.6K - $43.9K
|
11.4K
$719K
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-732- 3.43% |
$40.8K - $44.2K
|
20.6K
$1.3M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-732- 0.73% |
$40.8K - $44.2K
|
99K
$6.23M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-749- 10.7% |
$41.7K - $45.2K
|
6.25K
$393K
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-790- 10.35% |
$44K - $47.7K
|
6.84K
$430K
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-794- 0.2% |
$44.3K - $47.9K
|
406K
$25.5M
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-817- 3.31% |
$45.5K - $49.3K
|
23.9K
$1.5M
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-839- 19.48% |
$46.8K - $50.6K
|
3.47K
$218K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-872- 4.68% |
$48.6K - $52.6K
|
17.8K
$1.12M
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-875- 17.15% |
$48.8K - $52.8K
|
4.23K
$266K
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-880- 12.37% |
$49.1K - $53.1K
|
6.23K
$392K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-885- 37.2% |
$49.3K - $53.4K
|
1.49K
$94K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-889- 1.31% |
$49.6K - $53.7K
|
66.7K
$4.2M
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-896- 8.45% |
$49.9K - $54.1K
|
9.71K
$611K
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-901- 5.84% |
$50.2K - $54.4K
|
14.5K
$914K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-916- 2.74% |
$51.1K - $55.3K
|
32.5K
$2.04M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-924- 0.92% |
$51.5K - $55.8K
|
99.8K
$6.28M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-925- 50.68% |
$51.6K - $55.8K
|
900
$56.6K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-926- 1.89% |
$51.6K - $55.9K
|
48K
$3.02M
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-926- 0.9% |
$51.6K - $55.9K
|
102K
$6.41M
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-929- 16.0% |
$51.8K - $56.1K
|
4.88K
$307K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-940- 5.05% |
$52.4K - $56.7K
|
17.7K
$1.11M
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-943- 2.44% |
$52.6K - $56.9K
|
37.7K
$2.37M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-951- 12.84% |
$53K - $57.4K
|
6.46K
$406K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-957- 0.3% |
$53.3K - $57.8K
|
319K
$20.1M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-976- 0.37% |
$54.4K - $58.9K
|
260K
$16.4M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-989- 2.34% |
$55.1K - $59.7K
|
41.2K
$2.59M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-994- 5.02% |
$55.4K - $60K
|
18.8K
$1.18M
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1K- 7.85% |
$55.7K - $60.4K
|
11.7K
$738K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.03K- 5.45% |
$57.5K - $62.3K
|
17.9K
$1.13M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.07K- 6.65% |
$59.9K - $64.8K
|
15.1K
$949K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.09K- 1.29% |
$60.5K - $65.5K
|
82.7K
$5.2M
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.09K- 21.94% |
$60.6K - $65.7K
|
3.87K
$244K
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.1K- 17.24% |
$61.4K - $66.4K
|
5.29K
$332K
|