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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.1K+ 10.3% |
$4.07M - $4.41M
|
782K
$47.8M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
69.2K+ 6.51% |
$3.85M - $4.17M
|
1.13M
$69.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
61.7K+ 37.1% |
$3.44M - $3.72M
|
228K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59K+ 6.95% |
$3.29M - $3.56M
|
908K
$55.4M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
58.3K+ 7.98% |
$3.25M - $3.52M
|
789K
$48.2M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.7K+ 16.94% |
$3.16M - $3.42M
|
391K
$23.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55.3K+ 9.4% |
$3.08M - $3.33M
|
643K
$39.3M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
51.7KNew |
$2.88M - $3.12M
|
51.7K
$3.16M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
51K+ 156.56% |
$2.84M - $3.08M
|
83.6K
$5.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
50.8KNew |
$2.83M - $3.06M
|
50.8K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
49.8K+ 10.07% |
$2.78M - $3.01M
|
544K
$33.2M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
46.9K+ 3.24% |
$2.61M - $2.83M
|
1.49M
$91.2M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.3K+ 9.08% |
$2.47M - $2.68M
|
533K
$32.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
43.5K+ 288.61% |
$2.43M - $2.63M
|
58.6K
$3.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
42.1KNew |
$2.35M - $2.54M
|
42.1K
$2.57M
|
|
|
May 01, 2024
Q1 2024
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
38.3K+ 7.3% |
$2.13M - $2.31M
|
563K
$34.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$2.06M - $2.23M
|
36.9K
$2.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
35.2K+ 1.05% |
$1.96M - $2.13M
|
3.37M
$206M
|
|
|
May 13, 2024
Q1 2024
|
Oikos Holdings LLC
|
BUY
|
- |
34.7K+ 1.82% |
$1.93M - $2.09M
|
1.94M
$119M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
34.7K+ 6.61% |
$1.93M - $2.09M
|
559K
$34.1M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
34.4K+ 3.59% |
$1.91M - $2.07M
|
991K
$60.5M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
33.4KNew |
$1.86M - $2.02M
|
33.4K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
33.3KNew |
$1.86M - $2.01M
|
33.3K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
32.7K+ 4.81% |
$1.82M - $1.97M
|
712K
$43.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.2K+ 15.61% |
$1.79M - $1.94M
|
238K
$14.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
31.5K+ 37.61% |
$1.76M - $1.9M
|
115K
$7.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
31.3K+ 200.16% |
$1.75M - $1.89M
|
47K
$2.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
28.8K+ 25.92% |
$1.6M - $1.74M
|
140K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
28K+ 58.74% |
$1.56M - $1.69M
|
75.7K
$4.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
27.7K+ 12.12% |
$1.54M - $1.67M
|
256K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.6KNew |
$1.54M - $1.67M
|
27.6K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
27.5K+ 8.19% |
$1.53M - $1.66M
|
364K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
27.5K+ 11.6% |
$1.53M - $1.66M
|
265K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
27K+ 26.2% |
$1.5M - $1.63M
|
130K
$7.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
26.9K+ 169.93% |
$1.5M - $1.63M
|
42.8K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.8K+ 10.64% |
$1.49M - $1.62M
|
279K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
26.1KNew |
$1.45M - $1.57M
|
26.1K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 6.21% |
$1.39M - $1.5M
|
425K
$25.9M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
24.5K+ 2.93% |
$1.37M - $1.48M
|
862K
$52.6M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
22.6K+ 26.88% |
$1.26M - $1.36M
|
106K
$6.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 0.24% |
$1.24M - $1.35M
|
9.23M
$564M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 0.24% |
$1.24M - $1.35M
|
9.23M
$564M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
22.2K+ 27.31% |
$1.24M - $1.34M
|
104K
$6.32M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
22K+ 4.6% |
$1.23M - $1.33M
|
501K
$30.6M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
21.9KNew |
$1.22M - $1.32M
|
21.9K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
21.4KNew |
$1.19M - $1.29M
|
21.4K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20.7K+ 412.31% |
$1.15M - $1.25M
|
25.7K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 62.2% |
$1.1M - $1.19M
|
51.5K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
19.5K+ 536.26% |
$1.09M - $1.18M
|
23.2K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
19.3K+ 3.6% |
$1.08M - $1.17M
|
556K
$34M
|