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 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
19.3K+ 8.77% |
$1.08M - $1.16M
|
239K
$14.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19K+ 44.59% |
$1.06M - $1.15M
|
61.7K
$3.76M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
18.7K+ 3.0% |
$1.04M - $1.13M
|
643K
$39.2M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
18.4K+ 29.21% |
$1.02M - $1.11M
|
81.3K
$4.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
17.3KNew |
$967K - $1.05M
|
17.3K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
17K+ 96.11% |
$946K - $1.02M
|
34.6K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.8KNew |
$936K - $1.01M
|
16.8K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 9.14% |
$917K - $993K
|
197K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
16.3K+ 5.17% |
$910K - $985K
|
332K
$20.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
16.1K+ 9.18% |
$895K - $969K
|
191K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.9K+ 177.66% |
$886K - $959K
|
24.8K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
15.9KNew |
$884K - $957K
|
15.9K
$966K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.7K+ 42.36% |
$877K - $950K
|
52.9K
$3.22M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 0.57% |
$872K - $944K
|
2.77M
$169M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15.5K+ 11.82% |
$862K - $934K
|
146K
$8.92M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$842K - $911K
|
15.1K
$920K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.6K+ 10.98% |
$816K - $884K
|
148K
$9.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
14.2K+ 2.22% |
$791K - $856K
|
654K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
14KNew |
$780K - $845K
|
14K
$853K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.9KNew |
$777K - $841K
|
13.9K
$849K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
13.8K+ 1.29% |
$771K - $835K
|
1.08M
$66.1M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
13.8K+ 7.59% |
$770K - $833K
|
196K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.7K+ 15.77% |
$766K - $829K
|
101K
$6.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.6KNew |
$758K - $821K
|
13.6K
$829K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13.5K+ 1.19% |
$751K - $813K
|
1.14M
$69.7M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
13.5K+ 11.62% |
$750K - $812K
|
129K
$7.88M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.7K+ 99.36% |
$709K - $768K
|
25.5K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12.6K+ 219.9% |
$703K - $761K
|
18.3K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.5K+ 12.68% |
$699K - $757K
|
111K
$6.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12.5K+ 1.63% |
$696K - $754K
|
777K
$47.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
12.5K+ 55.62% |
$695K - $752K
|
34.9K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
12.4K+ 29.6% |
$690K - $747K
|
54.2K
$3.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1K+ 43.85% |
$677K - $733K
|
39.8K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
12K+ 1.78% |
$670K - $726K
|
688K
$41.9M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.9K+ 2854.44% |
$663K - $718K
|
12.3K
$750K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.9K+ 7.23% |
$662K - $717K
|
176K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 21.03% |
$661K - $715K
|
68.2K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.3K+ 53.79% |
$629K - $681K
|
32.2K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.1K+ 7581.51% |
$617K - $668K
|
11.2K
$683K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 15.26% |
$605K - $655K
|
82K
$4.99M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.8K+ 14.93% |
$601K - $651K
|
83K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.6K+ 0.43% |
$594K - $643K
|
2.48M
$151M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10.6KNew |
$593K - $642K
|
10.6K
$648K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$588K - $636K
|
10.5K
$642K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
10.5K+ 3060.06% |
$585K - $633K
|
10.8K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.5K+ 11.03% |
$583K - $631K
|
105K
$6.41M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.1KNew |
$564K - $610K
|
10.1K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
9.88KNew |
$551K - $596K
|
9.88K
$602K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
9.79K+ 92.8% |
$546K - $591K
|
20.3K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.75KNew |
$543K - $588K
|
9.75K
$594K
|