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 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.71KNew |
$263K - $284K
|
4.71K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.64K+ 2.48% |
$259K - $280K
|
191K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.63KNew |
$258K - $279K
|
4.63K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
4.63KNew |
$258K - $279K
|
4.63K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.57K+ 13.45% |
$255K - $276K
|
38.5K
$2.42M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.56K+ 0.96% |
$254K - $275K
|
479K
$30.1M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.55K+ 10.78% |
$254K - $275K
|
46.7K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.55K+ 76.95% |
$254K - $275K
|
10.5K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.5K+ 14.08% |
$251K - $272K
|
36.5K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
4.5K+ 0.43% |
$251K - $271K
|
1.05M
$65.9M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.45KNew |
$248K - $268K
|
4.45K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.32KNew |
$241K - $261K
|
4.32K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.31KNew |
$240K - $260K
|
4.31K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.27KNew |
$238K - $258K
|
4.27K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.26K+ 17.38% |
$238K - $257K
|
28.8K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.25K+ 5.41% |
$237K - $256K
|
82.8K
$5.21M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.25KNew |
$237K - $256K
|
4.25K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.22K+ 15.83% |
$235K - $255K
|
30.9K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.22KNew |
$235K - $254K
|
4.22K
$265K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.2K+ 0.84% |
$234K - $254K
|
506K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.18KNew |
$233K - $252K
|
4.18K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.16KNew |
$232K - $251K
|
4.16K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
4.08KNew |
$228K - $246K
|
4.08K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.06K+ 8.71% |
$226K - $245K
|
50.6K
$3.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.04K+ 4.96% |
$225K - $244K
|
85.5K
$5.38M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.99KNew |
$222K - $241K
|
3.99K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
3.95KNew |
$220K - $238K
|
3.95K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.9KNew |
$217K - $235K
|
3.9K
$245K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.88KNew |
$216K - $234K
|
3.88K
$244K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.88KNew |
$216K - $234K
|
3.88K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.84K+ 33.95% |
$214K - $232K
|
15.2K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.82K+ 21.24% |
$213K - $230K
|
21.8K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
3.78KNew |
$211K - $228K
|
3.78K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.78K+ 2.06% |
$211K - $228K
|
187K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.76KNew |
$210K - $227K
|
3.76K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.69KNew |
$206K - $223K
|
3.69K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.68KNew |
$205K - $222K
|
3.68K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
3.61K+ 1.38% |
$201K - $218K
|
265K
$16.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 8.61% |
$201K - $217K
|
45.4K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3.5K+ 13.3% |
$195K - $211K
|
29.8K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.49KNew |
$195K - $211K
|
3.49K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.49KNew |
$195K - $211K
|
3.49K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.48KNew |
$194K - $210K
|
3.48K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.45K+ 6.98% |
$193K - $208K
|
52.9K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.43KNew |
$191K - $207K
|
3.43K
$216K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.4KNew |
$190K - $205K
|
3.4K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.4K+ 23.04% |
$190K - $205K
|
18.2K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.38KNew |
$188K - $204K
|
3.38K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.35KNew |
$187K - $202K
|
3.35K
$211K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.33KNew |
$186K - $201K
|
3.33K
$209K
|