Purchases and Sales Made in Q1 2025 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2025. 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 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.8MNew |
$104M - $116M
|
1.8M
$110M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
199K+ 15.64% |
$11.5M - $12.8M
|
1.47M
$90.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
134K+ 4.91% |
$7.79M - $8.65M
|
2.87M
$176M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
132KNew |
$7.67M - $8.53M
|
132K
$8.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
127K+ 100.01% |
$7.35M - $8.17M
|
253K
$15.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
121K+ 18.9% |
$7M - $7.77M
|
759K
$46.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
120K+ 10.31% |
$6.98M - $7.76M
|
1.29M
$79M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
67.1KNew |
$3.89M - $4.32M
|
67.1K
$4.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
45.6KNew |
$2.65M - $2.94M
|
45.6K
$2.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
45KNew |
$2.61M - $2.9M
|
45K
$2.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
44.8K+ 15.96% |
$2.6M - $2.89M
|
325K
$20M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
37.8K+ 4.61% |
$2.19M - $2.44M
|
859K
$52.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27.5KNew |
$1.6M - $1.77M
|
27.5K
$1.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
27.4K+ 19.73% |
$1.59M - $1.77M
|
166K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26.7K+ 118.16% |
$1.55M - $1.72M
|
49.4K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
26.6K+ 3.75% |
$1.54M - $1.71M
|
735K
$45M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
25.6K+ 4.42% |
$1.48M - $1.65M
|
604K
$37.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
25.3K+ 7.19% |
$1.47M - $1.63M
|
378K
$23.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.1KNew |
$1.45M - $1.62M
|
25.1K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
23.3KNew |
$1.35M - $1.5M
|
23.3K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
22.9K+ 36.29% |
$1.33M - $1.47M
|
85.9K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.9K+ 5.44% |
$1.33M - $1.47M
|
444K
$27.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
19.7K+ 37.05% |
$1.14M - $1.27M
|
72.9K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
19.3K+ 32.96% |
$1.12M - $1.24M
|
77.7K
$4.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
16.7K+ 107.6% |
$970K - $1.08M
|
32.3K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
16.6KNew |
$962K - $1.07M
|
16.6K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
16.5K+ 19.88% |
$956K - $1.06M
|
99.4K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16.4K+ 70.31% |
$949K - $1.05M
|
39.6K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
15.5K+ 17.5% |
$897K - $996K
|
104K
$6.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 69.46% |
$857K - $952K
|
36K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
14.7K+ 66.36% |
$850K - $944K
|
36.7K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
13.7KNew |
$794K - $882K
|
13.7K
$839K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
13.6K+ 501.55% |
$787K - $874K
|
16.3K
$997K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 67.31% |
$763K - $847K
|
32.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.1K+ 3330.77% |
$703K - $782K
|
12.5K
$766K
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
11.8K+ 7.18% |
$683K - $759K
|
176K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.8KNew |
$629K - $699K
|
10.8K
$665K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.37KNew |
$544K - $604K
|
9.37K
$575K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.23KNew |
$535K - $595K
|
9.23K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9.18K+ 16.57% |
$533K - $592K
|
64.6K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.01K+ 1.62% |
$522K - $581K
|
564K
$34.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.02KNew |
$465K - $517K
|
8.02K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.37K+ 8.49% |
$427K - $475K
|
94.2K
$5.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.81K+ 1.5% |
$395K - $439K
|
461K
$28.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$385K - $428K
|
6.64K
$407K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.53K+ 13.87% |
$379K - $421K
|
53.6K
$3.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.01KNew |
$349K - $387K
|
6.01K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.55K+ 45.69% |
$322K - $358K
|
17.7K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.48KNew |
$318K - $353K
|
5.48K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
5.23K+ 1.81% |
$304K - $337K
|
294K
$18.1M
|