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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
950+ 11.46% |
$53K - $57.3K
|
9.24K
$563K
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
925+ 5.93% |
$51.6K - $55.8K
|
16.5K
$1.01M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
911+ 10.95% |
$50.8K - $55K
|
9.23K
$562K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
906+ 14.38% |
$50.5K - $54.7K
|
7.21K
$439K
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
902+ 20.07% |
$50.3K - $54.4K
|
5.4K
$329K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
894+ 17.45% |
$49.8K - $54K
|
6.02K
$366K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
884+ 11.22% |
$49.3K - $53.3K
|
8.76K
$534K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
880+ 4.78% |
$49.1K - $53.1K
|
19.3K
$1.17M
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
875+ 14.77% |
$48.8K - $52.8K
|
6.8K
$414K
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
868+ 20.11% |
$48.4K - $52.4K
|
5.19K
$316K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
850+ 0.94% |
$47.4K - $51.3K
|
91.7K
$5.59M
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
835+ 1.17% |
$46.5K - $50.4K
|
72.2K
$4.4M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
805+ 22.05% |
$44.9K - $48.6K
|
4.46K
$271K
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
800+ 5.62% |
$44.6K - $48.3K
|
15K
$915K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
793+ 4.58% |
$44.2K - $47.9K
|
18.1K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
788New |
$43.9K - $47.6K
|
788
$48K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
787+ 5.81% |
$43.9K - $47.5K
|
14.3K
$873K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
784+ 6.97% |
$43.7K - $47.3K
|
12K
$733K
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
779+ 15.56% |
$43.4K - $47K
|
5.79K
$352K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
775+ 21.99% |
$43.2K - $46.8K
|
4.3K
$262K
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
772+ 2.95% |
$43K - $46.6K
|
26.9K
$1.64M
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
772+ 21.06% |
$43K - $46.6K
|
4.44K
$270K
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
755+ 8.64% |
$42.1K - $45.6K
|
9.49K
$578K
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
745+ 7.19% |
$41.5K - $45K
|
11.1K
$676K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
740+ 0.15% |
$41.2K - $44.7K
|
487K
$29.7M
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
722+ 14.58% |
$40.2K - $43.6K
|
5.68K
$346K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
700New |
$39K - $42.2K
|
700
$42.6K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
675+ 3.8% |
$37.6K - $40.7K
|
18.4K
$1.12M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
667+ 16.68% |
$37.2K - $40.3K
|
4.67K
$284K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
648+ 95.01% |
$36.1K - $39.1K
|
1.33K
$81K
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
636+ 2.39% |
$35.5K - $38.4K
|
27.3K
$1.66M
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
630+ 10.31% |
$35.1K - $38K
|
6.74K
$411K
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
625+ 2.92% |
$34.8K - $37.7K
|
22K
$1.34M
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
608+ 6.94% |
$33.9K - $36.7K
|
9.37K
$571K
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
596+ 5.24% |
$33.2K - $36K
|
12K
$730K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
592+ 176.72% |
$33K - $35.7K
|
927
$56.5K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
590+ 1.62% |
$32.9K - $35.6K
|
37K
$2.25M
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
588+ 6.58% |
$32.8K - $35.5K
|
9.53K
$580K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
582+ 2.41% |
$32.4K - $35.1K
|
24.8K
$1.51M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
567+ 14.84% |
$31.6K - $34.2K
|
4.39K
$267K
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
562+ 0.35% |
$31.3K - $33.9K
|
163K
$9.91M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
561New |
$31.3K - $33.9K
|
561
$34.2K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
560+ 10.48% |
$31.2K - $33.8K
|
5.9K
$359K
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
556+ 0.56% |
$31K - $33.6K
|
99.3K
$6.05M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
548New |
$30.5K - $33.1K
|
548
$33.4K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
536+ 10.3% |
$29.9K - $32.3K
|
5.74K
$350K
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
527+ 0.32% |
$29.4K - $31.8K
|
167K
$10.2M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
525+ 1.2% |
$29.3K - $31.7K
|
44.4K
$2.7M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
516+ 17.74% |
$28.8K - $31.1K
|
3.43K
$209K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
514+ 118.71% |
$28.7K - $31K
|
947
$57.7K
|