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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-148K- 31.77% |
$8.22M - $8.9M
|
317K
$19.3M
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-159K- 99.91% |
$8.86M - $9.59M
|
140
$8.53K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-166K- 86.9% |
$9.24M - $10M
|
25K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-229K- 14.95% |
$12.8M - $13.8M
|
1.3M
$79.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-269K- 8.87% |
$15M - $16.2M
|
2.77M
$168M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-312K- 61.31% |
$17.4M - $18.9M
|
197K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-325K- 2.18% |
$18.1M - $19.6M
|
14.5M
$886M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-359K- 30.14% |
$20M - $21.7M
|
832K
$50.7M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-469K- 42.74% |
$26.2M - $28.3M
|
629K
$38.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-533K- 86.2% |
$29.7M - $32.2M
|
85.3K
$5.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.66M- 68.56% |
$148M - $160M
|
1.22M
$74.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-7.81M- 99.73% |
$436M - $472M
|
21.2K
$1.29M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-9.88M- 98.01% |
$551M - $596M
|
200K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.4M- 96.63% |
$1.53B - $1.66B
|
959K
$58.4M
|