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 19, 2024
Q1 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.78K+ 7.97% |
$99.4K - $108K
|
24.2K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.75K+ 0.7% |
$97.3K - $105K
|
252K
$15.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
1.7K+ 7.23% |
$94.8K - $103K
|
25.2K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.65K+ 1.19% |
$91.8K - $99.4K
|
140K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.64K+ 5.69% |
$91.2K - $98.8K
|
30.4K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.63K+ 8.45% |
$91.1K - $98.6K
|
21K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.61K+ 15.8% |
$89.9K - $97.3K
|
11.8K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.6KNew |
$89.4K - $96.7K
|
1.6K
$97.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.6K+ 0.58% |
$89.2K - $96.6K
|
276K
$16.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.59K+ 26.7% |
$88.7K - $96K
|
7.55K
$461K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.55K+ 2.67% |
$86.6K - $93.8K
|
59.8K
$3.65M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 8.59% |
$83K - $89.9K
|
18.8K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.45K+ 11.97% |
$80.7K - $87.4K
|
13.5K
$827K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 4.62% |
$78.8K - $85.3K
|
32K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 6.24% |
$78.1K - $84.6K
|
23.8K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.32K+ 8.14% |
$73.7K - $79.8K
|
17.6K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.31K+ 1.62% |
$73K - $79.1K
|
82.4K
$5.03M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.3K+ 7.97% |
$72.5K - $78.5K
|
17.6K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.3K+ 1.73% |
$72.2K - $78.2K
|
76.3K
$4.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.27K+ 1.68% |
$71K - $76.8K
|
77.1K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.26K+ 5.6% |
$70.3K - $76.1K
|
23.8K
$1.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
1.26K+ 4.1% |
$70.2K - $76K
|
31.9K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.24K+ 14.73% |
$68.8K - $74.5K
|
9.62K
$587K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.22KNew |
$67.7K - $73.3K
|
1.22K
$74.2K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.21K+ 0.22% |
$67.3K - $72.9K
|
549K
$33.5M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.2K+ 14.07% |
$67.1K - $72.7K
|
9.76K
$596K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 9.61% |
$66.9K - $72.5K
|
13.7K
$836K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.2K+ 6.06% |
$66.8K - $72.4K
|
21K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.2K+ 17.79% |
$66.6K - $72.1K
|
7.91K
$483K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.17K+ 20.37% |
$65.1K - $70.5K
|
6.9K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.16K+ 4.04% |
$64.7K - $70.1K
|
29.9K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.16K+ 2.31% |
$64.4K - $69.8K
|
51.3K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.13KNew |
$62.9K - $68.1K
|
1.13K
$68.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.12K+ 2.57% |
$62.3K - $67.5K
|
44.6K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.11K+ 31.61% |
$61.7K - $66.8K
|
4.61K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.1K+ 1.34% |
$61.5K - $66.6K
|
83.3K
$5.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.09K+ 0.38% |
$60.8K - $65.8K
|
286K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.07K+ 3.7% |
$59.6K - $64.6K
|
30K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.06K+ 5.03% |
$58.9K - $63.8K
|
22.1K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 1.76% |
$58.6K - $63.5K
|
60.8K
$3.71M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.05K+ 4.86% |
$58.5K - $63.3K
|
22.6K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 5.13% |
$58K - $62.8K
|
21.3K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.03K+ 4.77% |
$57.6K - $62.4K
|
22.7K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.02KNew |
$56.6K - $61.3K
|
1.02K
$62K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.01K+ 1.17% |
$56.5K - $61.2K
|
87.4K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 2.38% |
$56.2K - $60.8K
|
43.3K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1K+ 8.5% |
$56K - $60.6K
|
12.8K
$783K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1K+ 1.49% |
$55.9K - $60.5K
|
68.2K
$4.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1K+ 19.91% |
$55.7K - $60.4K
|
6.02K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
997+ 16.07% |
$55.6K - $60.2K
|
7.2K
$440K
|