Purchases and Sales Made in Q2 2022 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44.8KNew |
$2.29M - $2.73M
|
44.8K
$2.73M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
41.4K+ 4.36% |
$2.11M - $2.52M
|
990K
$60.3M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
41K+ 168.24% |
$2.09M - $2.5M
|
65.4K
$3.98M
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
38.8KNew |
$1.98M - $2.36M
|
38.8K
$2.36M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
35.1K+ 5.73% |
$1.79M - $2.14M
|
648K
$39.5M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
33.8K+ 38.63% |
$1.73M - $2.06M
|
121K
$7.4M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
32.8K+ 53.44% |
$1.67M - $2M
|
94.1K
$5.73M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.5K+ 68.34% |
$1.66M - $1.98M
|
79.9K
$4.87M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.5KNew |
$1.56M - $1.86M
|
30.5K
$1.86M
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
29.5K+ 369.27% |
$1.51M - $1.8M
|
37.5K
$2.28M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
29.1KNew |
$1.49M - $1.77M
|
29.1K
$1.77M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.4K+ 1.81% |
$1.45M - $1.73M
|
1.6M
$97.3M
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
28.3K+ 9.21% |
$1.45M - $1.72M
|
336K
$20.5M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
26.9K+ 9.11% |
$1.37M - $1.64M
|
322K
$19.6M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
26.8K+ 29.46% |
$1.37M - $1.63M
|
118K
$7.16M
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
26.4KNew |
$1.35M - $1.61M
|
26.4K
$1.61M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.7K+ 103.77% |
$1.26M - $1.51M
|
48.6K
$2.96M
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
24.5KNew |
$1.25M - $1.49M
|
24.5K
$1.49M
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
24.4K+ 90.66% |
$1.24M - $1.48M
|
51.2K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.8K+ 1.32% |
$1.22M - $1.45M
|
1.83M
$112M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
23.4KNew |
$1.2M - $1.43M
|
23.4K
$1.43M
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
23.4KNew |
$1.19M - $1.42M
|
23.4K
$1.42M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.4K+ 5.59% |
$1.19M - $1.42M
|
441K
$26.9M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
22.4K+ 4.82% |
$1.14M - $1.36M
|
487K
$29.6M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22.3K+ 6.14% |
$1.14M - $1.36M
|
386K
$23.5M
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
22.2KNew |
$1.13M - $1.35M
|
22.2K
$1.35M
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
20.8KNew |
$1.06M - $1.27M
|
20.8K
$1.27M
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
20.6KNew |
$1.05M - $1.25M
|
20.6K
$1.25M
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
20.4K+ 15.13% |
$1.04M - $1.24M
|
156K
$9.48M
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
20.4KNew |
$1.04M - $1.24M
|
20.4K
$1.24M
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
20.3K+ 2.16% |
$1.03M - $1.23M
|
959K
$58.4M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
19.9K+ 7.84% |
$1.02M - $1.21M
|
274K
$16.7M
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
19.8K+ 19.92% |
$1.01M - $1.21M
|
119K
$7.26M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
19.5KNew |
$994K - $1.18M
|
19.5K
$1.19M
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
BUY
|
- |
19.2K+ 2.48% |
$980K - $1.17M
|
792K
$48.2M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.1KNew |
$976K - $1.16M
|
19.1K
$1.16M
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
18.8K+ 43.97% |
$962K - $1.15M
|
61.7K
$3.76M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
18.6K+ 207.06% |
$950K - $1.13M
|
27.6K
$1.68M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
18.6K+ 207.06% |
$950K - $1.13M
|
27.6K
$1.68M
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
BUY
|
- |
18.4K+ 2.55% |
$941K - $1.12M
|
742K
$45.2M
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
17.4KNew |
$891K - $1.06M
|
17.4K
$1.06M
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
17.1KNew |
$871K - $1.04M
|
17.1K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
16.9K+ 28.84% |
$864K - $1.03M
|
75.6K
$4.6M
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$847K - $1.01M
|
16.6K
$1.01M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
16.6K+ 27.67% |
$847K - $1.01M
|
76.5K
$4.66M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.3K+ 240.35% |
$833K - $993K
|
23.1K
$1.41M
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
16.2K+ 3.72% |
$828K - $987K
|
452K
$27.5M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16K+ 21.36% |
$819K - $977K
|
91.2K
$5.55M
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16KNew |
$818K - $975K
|
16K
$976K
|
|
Aug 11, 2022
Q2 2022
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
16K+ 78.22% |
$816K - $973K
|
36.4K
$2.22M
|