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 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-4.41K- 0.62% |
$256K - $284K
|
702K
$47M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-4.47K- 1.74% |
$259K - $288K
|
252K
$16.9M
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.48K- 8.71% |
$260K - $289K
|
46.9K
$3.14M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-4.5K- 8.01% |
$261K - $290K
|
51.7K
$3.46M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.5K- 2.51% |
$261K - $290K
|
175K
$11.7M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.52K- 9.96% |
$262K - $291K
|
40.8K
$2.73M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-4.54K- 52.04% |
$263K - $293K
|
4.18K
$280K
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.56K- 5.27% |
$264K - $294K
|
81.9K
$5.49M
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-4.63K- 33.37% |
$268K - $298K
|
9.23K
$618K
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-4.82K- 50.86% |
$279K - $310K
|
4.65K
$311K
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.88K- 3.19% |
$283K - $314K
|
148K
$9.9M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.89K- 0.18% |
$284K - $315K
|
2.67M
$179M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.93K- 1.17% |
$286K - $318K
|
417K
$27.9M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.95K- 21.12% |
$287K - $319K
|
18.5K
$1.24M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-5K- 16.67% |
$290K - $322K
|
25K
$1.67M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-5.02K- 1.68% |
$291K - $323K
|
293K
$19.6M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.05K- 22.58% |
$293K - $326K
|
17.3K
$1.16M
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-5.15K- 41.64% |
$299K - $332K
|
7.21K
$483K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-5.16K- 31.88% |
$299K - $333K
|
11K
$738K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-5.27K- 11.74% |
$305K - $339K
|
39.6K
$2.65M
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-5.38K- 5.95% |
$312K - $346K
|
84.9K
$5.68M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5.39K- 2.48% |
$312K - $347K
|
212K
$14.2M
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-5.43K- 4.77% |
$315K - $350K
|
108K
$7.25M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.46K- 4.6% |
$317K - $352K
|
113K
$7.59M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.51K- 10.66% |
$320K - $355K
|
46.2K
$3.09M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.53K- 16.27% |
$321K - $356K
|
28.5K
$1.91M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.55K- 15.45% |
$322K - $358K
|
30.4K
$2.04M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.6K- 30.32% |
$325K - $361K
|
12.9K
$862K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.61K- 55.18% |
$326K - $362K
|
4.56K
$305K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.66K- 53.71% |
$328K - $365K
|
4.88K
$327K
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-5.67K- 13.95% |
$329K - $365K
|
34.9K
$2.34M
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.73K- 4.54% |
$332K - $369K
|
120K
$8.06M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6.15K- 31.51% |
$357K - $396K
|
13.4K
$894K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-6.15K- 33.41% |
$357K - $397K
|
12.3K
$821K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.16K- 0.99% |
$357K - $397K
|
618K
$41.4M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.28K- 25.3% |
$364K - $405K
|
18.5K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-6.41K- 31.1% |
$372K - $413K
|
14.2K
$951K
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-6.5K- 11.12% |
$377K - $419K
|
52K
$3.48M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.66K- 64.6% |
$386K - $429K
|
3.65K
$244K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.05K- 8.67% |
$409K - $454K
|
74.2K
$4.97M
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7.23K- 51.14% |
$419K - $466K
|
6.91K
$462K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-7.26K- 10.12% |
$421K - $468K
|
64.5K
$4.32M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-7.35K- 7.4% |
$426K - $474K
|
92K
$6.16M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.37K- 18.91% |
$427K - $475K
|
31.6K
$2.11M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-7.44K- 56.78% |
$432K - $480K
|
5.66K
$379K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.64K- 50.0% |
$443K - $492K
|
7.64K
$511K
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-7.71K- 54.58% |
$447K - $497K
|
6.41K
$429K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 5.46% |
$449K - $499K
|
134K
$8.96M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.75K- 16.64% |
$449K - $499K
|
38.8K
$2.6M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-7.83K- 15.7% |
$454K - $505K
|
42K
$2.81M
|