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
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
9.54K+ 4.16% |
$532K - $576K
|
239K
$14.6M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9.49K+ 19.93% |
$529K - $573K
|
57.1K
$3.49M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.43K+ 1.84% |
$526K - $569K
|
522K
$31.9M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.41K+ 11.32% |
$525K - $568K
|
92.5K
$5.65M
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.35K+ 106.3% |
$521K - $564K
|
18.2K
$1.11M
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.26K+ 23.79% |
$516K - $559K
|
48.2K
$2.94M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.22K+ 18.27% |
$514K - $556K
|
59.7K
$3.64M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.19KNew |
$512K - $555K
|
9.19K
$561K
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
9.17KNew |
$511K - $553K
|
9.17K
$560K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9.14K+ 1.98% |
$510K - $552K
|
470K
$28.7M
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.02K+ 1.25% |
$503K - $544K
|
733K
$44.8M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.86K+ 114.83% |
$494K - $535K
|
16.6K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.83K+ 2.31% |
$492K - $533K
|
391K
$23.9M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.63K+ 27.79% |
$481K - $521K
|
39.7K
$2.42M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.5K+ 32.84% |
$474K - $513K
|
34.4K
$2.1M
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
8.44K+ 94.67% |
$470K - $509K
|
17.3K
$1.06M
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
8.35K+ 1.49% |
$465K - $504K
|
570K
$34.8M
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.31KNew |
$463K - $502K
|
8.31K
$508K
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.23KNew |
$459K - $497K
|
8.23K
$503K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.2K+ 42.58% |
$457K - $495K
|
27.4K
$1.68M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.09K+ 1036.36% |
$451K - $488K
|
8.88K
$542K
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7.93K+ 3.96% |
$442K - $479K
|
208K
$12.7M
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.93K+ 6.26% |
$442K - $479K
|
135K
$8.23M
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.88K+ 7.46% |
$439K - $475K
|
113K
$6.93M
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.87KNew |
$439K - $475K
|
7.87K
$481K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.79KNew |
$434K - $470K
|
7.79K
$476K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.79KNew |
$434K - $470K
|
7.79K
$476K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.77K+ 6.14% |
$433K - $469K
|
134K
$8.2M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.51K+ 5.98% |
$418K - $453K
|
133K
$8.12M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.51K+ 20.44% |
$418K - $453K
|
44.2K
$2.7M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.49K+ 12.81% |
$418K - $452K
|
66K
$4.03M
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
7.39K+ 10.65% |
$412K - $446K
|
76.8K
$4.69M
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7.27K+ 42.23% |
$405K - $439K
|
24.5K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.19K+ 124.51% |
$401K - $434K
|
13K
$792K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.12K+ 15.96% |
$397K - $429K
|
51.7K
$3.16M
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
6.97K+ 20.03% |
$389K - $421K
|
41.8K
$2.55M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.93K+ 6.75% |
$386K - $418K
|
109K
$6.68M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.86KNew |
$382K - $414K
|
6.86K
$419K
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.85KNew |
$382K - $413K
|
6.85K
$418K
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
6.84K+ 2.58% |
$381K - $413K
|
272K
$16.6M
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.8KNew |
$379K - $410K
|
6.8K
$415K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.77K+ 34.94% |
$377K - $408K
|
26.1K
$1.6M
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
6.76KNew |
$377K - $408K
|
6.76K
$413K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.74KNew |
$375K - $407K
|
6.74K
$411K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.68K+ 24.86% |
$372K - $403K
|
33.5K
$2.05M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
6.62K+ 0.99% |
$369K - $400K
|
673K
$41.1M
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.61KNew |
$369K - $399K
|
6.61K
$404K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
6.58K+ 29.39% |
$367K - $397K
|
29K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.54K+ 7.08% |
$364K - $395K
|
98.8K
$6.04M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.53KNew |
$364K - $394K
|
6.53K
$399K
|