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 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
696+ 7.63% |
$40.4K - $44.9K
|
9.82K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
682+ 1.08% |
$39.6K - $44K
|
63.8K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
677+ 2.84% |
$39.3K - $43.6K
|
24.5K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
666+ 9.89% |
$38.6K - $42.9K
|
7.4K
$495K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
640+ 1.59% |
$37.1K - $41.3K
|
40.8K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
637+ 3.04% |
$37K - $41.1K
|
21.6K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
618+ 6.93% |
$35.9K - $39.8K
|
9.54K
$639K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
612+ 12.76% |
$35.5K - $39.4K
|
5.41K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
610+ 60.94% |
$35.4K - $39.3K
|
1.61K
$108K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
602+ 4.22% |
$34.9K - $38.8K
|
14.9K
$995K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
595+ 12.24% |
$34.5K - $38.4K
|
5.46K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
595+ 3.71% |
$34.5K - $38.4K
|
16.6K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
583+ 9.66% |
$33.8K - $37.6K
|
6.62K
$443K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
563+ 2.14% |
$32.7K - $36.3K
|
26.9K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
561+ 0.89% |
$32.5K - $36.2K
|
63.5K
$4.25M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
554+ 0.69% |
$32.1K - $35.7K
|
81.1K
$5.43M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
537+ 6.81% |
$31.2K - $34.6K
|
8.42K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
536+ 3.79% |
$31.1K - $34.6K
|
14.7K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
508+ 0.19% |
$29.5K - $32.7K
|
266K
$17.8M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
490+ 0.93% |
$28.4K - $31.6K
|
53.1K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
487+ 7.93% |
$28.3K - $31.4K
|
6.63K
$444K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
480+ 0.5% |
$27.8K - $30.9K
|
97.3K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
475+ 11.82% |
$27.6K - $30.6K
|
4.49K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
470+ 3.36% |
$27.3K - $30.3K
|
14.5K
$968K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
463+ 121.52% |
$26.9K - $29.8K
|
844
$56.5K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
456+ 32.57% |
$26.5K - $29.4K
|
1.86K
$124K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
453+ 1.51% |
$26.3K - $29.2K
|
30.5K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
448+ 2.92% |
$26K - $28.9K
|
15.8K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
439+ 5.99% |
$25.5K - $28.3K
|
7.76K
$520K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
438+ 0.5% |
$25.4K - $28.2K
|
87.7K
$5.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
437+ 7.15% |
$25.4K - $28.2K
|
6.55K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
429+ 4.91% |
$24.9K - $27.7K
|
9.17K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
414+ 10.47% |
$24K - $26.7K
|
4.37K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
394+ 3.08% |
$22.9K - $25.4K
|
13.2K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
390+ 8.71% |
$22.6K - $25.1K
|
4.87K
$326K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
385+ 1.02% |
$22.3K - $24.8K
|
38.2K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
380+ 1.75% |
$22K - $24.5K
|
22.1K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
380+ 1.59% |
$22K - $24.5K
|
24.3K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
376+ 4.87% |
$21.8K - $24.2K
|
8.1K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
371+ 6.23% |
$21.5K - $23.9K
|
6.32K
$423K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
355+ 1.36% |
$20.6K - $22.9K
|
26.5K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
353+ 9.41% |
$20.5K - $22.8K
|
4.11K
$275K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
328+ 7.76% |
$19K - $21.1K
|
4.55K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
326+ 2.28% |
$18.9K - $21K
|
14.6K
$980K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
320+ 0.4% |
$18.6K - $20.6K
|
80.3K
$5.37M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
317+ 4.71% |
$18.4K - $20.4K
|
7.04K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
315+ 1.5% |
$18.3K - $20.3K
|
21.4K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
315+ 2.19% |
$18.3K - $20.3K
|
14.7K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
308+ 1.79% |
$17.9K - $19.9K
|
17.5K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
305+ 0.05% |
$17.7K - $19.7K
|
644K
$43.1M
|