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 |
|---|---|---|---|---|---|---|---|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-1.13K- 2.81% |
$62.8K - $68K
|
39K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.14K- 1.69% |
$63.5K - $68.7K
|
66.2K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.15K- 12.73% |
$63.9K - $69.2K
|
7.86K
$494K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 19.62% |
$64.3K - $69.6K
|
4.72K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1.16K- 1.28% |
$64.4K - $69.7K
|
88.7K
$5.58M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.16K- 1.02% |
$64.8K - $70.1K
|
113K
$7.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.2K- 3.18% |
$66.8K - $72.3K
|
36.5K
$2.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.2K- 13.35% |
$66.8K - $72.3K
|
7.77K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.2K- 19.35% |
$66.9K - $72.4K
|
5K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.21K- 1.62% |
$67.4K - $73K
|
73.6K
$4.63M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.21K- 14.32% |
$67.7K - $73.3K
|
7.26K
$457K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.22K- 5.83% |
$67.9K - $73.5K
|
19.7K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.22K- 24.31% |
$68.1K - $73.7K
|
3.81K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.27K- 14.06% |
$70.5K - $76.3K
|
7.74K
$487K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.29K- 0.93% |
$72.1K - $78.1K
|
137K
$8.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.32K- 0.81% |
$73.7K - $79.8K
|
162K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.33K- 1.19% |
$74.1K - $80.3K
|
111K
$6.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.34K- 39.05% |
$74.6K - $80.8K
|
2.09K
$131K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1.37K- 7.66% |
$76.4K - $82.7K
|
16.5K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 5.92% |
$77.3K - $83.6K
|
22K
$1.39M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-1.39K- 5.66% |
$77.3K - $83.6K
|
23.1K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.39K- 10.68% |
$77.4K - $83.8K
|
11.6K
$730K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.41K- 1.62% |
$78.8K - $85.3K
|
85.7K
$5.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.44K- 13.47% |
$80.1K - $86.7K
|
9.23K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.46K- 2.12% |
$81.1K - $87.8K
|
67.2K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.48K- 27.67% |
$82.7K - $89.5K
|
3.88K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.52K- 31.08% |
$84.7K - $91.7K
|
3.37K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1.52K- 1.86% |
$84.8K - $91.9K
|
80.2K
$5.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.55K- 5.69% |
$86.6K - $93.7K
|
25.7K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.57K- 0.99% |
$87.5K - $94.7K
|
158K
$9.91M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.62K- 1.95% |
$90.4K - $97.8K
|
81.6K
$5.13M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.63K- 67.52% |
$91K - $98.5K
|
785
$49.4K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.64K- 10.77% |
$91.2K - $98.8K
|
13.6K
$853K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.66K- 2.11% |
$92.4K - $100K
|
76.8K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.66K- 2.42% |
$92.5K - $100K
|
66.9K
$4.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-1.71K- 24.99% |
$95K - $103K
|
5.12K
$322K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.78K- 23.43% |
$99.3K - $107K
|
5.82K
$366K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 3.69% |
$101K - $109K
|
47.1K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-1.8K- 32.93% |
$101K - $109K
|
3.67K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.86K- 4.53% |
$103K - $112K
|
39.1K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 24.38% |
$104K - $112K
|
5.78K
$363K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.91K- 3.45% |
$106K - $115K
|
53.5K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-1.96K- 11.0% |
$109K - $118K
|
15.9K
$999K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 6.05% |
$110K - $120K
|
30.8K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.01K- 3.01% |
$112K - $121K
|
64.9K
$4.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-2.08K- 1.53% |
$116K - $126K
|
134K
$8.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.1K- 0.48% |
$117K - $127K
|
439K
$27.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.24K- 2.07% |
$125K - $135K
|
106K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.25K- 8.95% |
$125K - $136K
|
22.9K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.28K- 1.06% |
$127K - $137K
|
213K
$13.4M
|