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
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.33K+ 4.7% |
$185K - $201K
|
74.1K
$4.51M
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.32KNew |
$185K - $200K
|
3.32K
$202K
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.3K+ 4.28% |
$184K - $199K
|
80.5K
$4.9M
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
3.25K+ 3.38% |
$181K - $196K
|
99.5K
$6.06M
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.18K+ 17.34% |
$177K - $192K
|
21.5K
$1.31M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.1K+ 4.56% |
$173K - $187K
|
71.1K
$4.33M
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3.09K+ 6.91% |
$172K - $187K
|
47.9K
$2.92M
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.04K+ 6.84% |
$170K - $184K
|
47.6K
$2.9M
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
3.04K+ 6.73% |
$169K - $183K
|
48.2K
$2.94M
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3K+ 7.58% |
$167K - $181K
|
42.6K
$2.59M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.94K+ 6.54% |
$164K - $177K
|
47.9K
$2.92M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.93K+ 8.91% |
$163K - $177K
|
35.9K
$2.18M
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.93K+ 5.25% |
$163K - $177K
|
58.7K
$3.57M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.92K+ 15.45% |
$163K - $176K
|
21.8K
$1.33M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.91K+ 3.03% |
$162K - $175K
|
98.7K
$6.01M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.87K+ 6.9% |
$160K - $173K
|
44.4K
$2.7M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.86K+ 6.66% |
$159K - $173K
|
45.8K
$2.79M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.82K+ 6.38% |
$157K - $170K
|
47K
$2.87M
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.65KNew |
$148K - $160K
|
2.65K
$161K
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.6K+ 1.79% |
$145K - $157K
|
148K
$9M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.56K+ 362.66% |
$143K - $155K
|
3.27K
$199K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 1.55% |
$133K - $144K
|
157K
$9.54M
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.3K+ 23.73% |
$128K - $139K
|
12K
$730K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.28K+ 1.59% |
$127K - $138K
|
146K
$8.88M
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.26K+ 16.07% |
$126K - $137K
|
16.3K
$995K
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.24K+ 4.64% |
$125K - $135K
|
50.5K
$3.08M
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.22K+ 51.8% |
$124K - $134K
|
6.5K
$396K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.18K+ 164.88% |
$122K - $132K
|
3.51K
$214K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.18K+ 9.69% |
$122K - $132K
|
24.7K
$1.5M
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2.18K+ 1.93% |
$121K - $131K
|
115K
$7.01M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.16K+ 43.06% |
$120K - $130K
|
7.18K
$437K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.15K+ 9.71% |
$120K - $130K
|
24.3K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.07K+ 3.58% |
$115K - $125K
|
60K
$3.65M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.07K+ 9.04% |
$115K - $125K
|
24.9K
$1.52M
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.06K+ 10.49% |
$115K - $125K
|
21.7K
$1.32M
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.04K+ 6.26% |
$114K - $123K
|
34.7K
$2.11M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.99K+ 3.78% |
$111K - $120K
|
54.6K
$3.32M
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.98K+ 6.66% |
$110K - $119K
|
31.7K
$1.93M
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.96K+ 50.94% |
$109K - $118K
|
5.79K
$353K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.94K+ 9.87% |
$108K - $117K
|
21.6K
$1.32M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.92K+ 10.66% |
$107K - $116K
|
19.9K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.92K+ 38.29% |
$107K - $116K
|
6.92K
$422K
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.92K+ 4.77% |
$107K - $116K
|
42.1K
$2.56M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.88K+ 1.33% |
$105K - $114K
|
143K
$8.72M
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
1.88K+ 4.43% |
$105K - $114K
|
44.4K
$2.7M
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.88K+ 1.45% |
$105K - $113K
|
132K
$8.01M
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.85K+ 26.68% |
$103K - $112K
|
8.8K
$536K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.85KNew |
$103K - $111K
|
1.85K
$112K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.85K+ 5.44% |
$103K - $111K
|
35.7K
$2.18M
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.79K+ 5.06% |
$99.6K - $108K
|
37.1K
$2.26M
|