Purchases and Sales Made in Q2 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 2023. 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 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
705+ 0.45% |
$38.3K - $40.7K
|
157K
$9.74M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
677New |
$36.7K - $39.1K
|
677
$42K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
676+ 1.16% |
$36.7K - $39K
|
59K
$3.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
676+ 0.99% |
$36.7K - $39K
|
68.7K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
669+ 8.92% |
$36.3K - $38.6K
|
8.17K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
647+ 15.87% |
$35.1K - $37.4K
|
4.72K
$293K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
643+ 10.48% |
$34.9K - $37.1K
|
6.78K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
630+ 11.65% |
$34.2K - $36.4K
|
6.04K
$375K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
625+ 6.45% |
$33.9K - $36.1K
|
10.3K
$640K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
622New |
$33.8K - $35.9K
|
622
$38.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
614+ 6.82% |
$33.3K - $35.5K
|
9.61K
$597K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
608+ 1.97% |
$33K - $35.1K
|
31.5K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
607+ 0.36% |
$32.9K - $35.1K
|
168K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
605New |
$32.8K - $34.9K
|
605
$37.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
600+ 41.44% |
$32.6K - $34.7K
|
2.05K
$127K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
597+ 8.12% |
$32.4K - $34.5K
|
7.95K
$493K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
595+ 3.22% |
$32.3K - $34.4K
|
19.1K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
590+ 0.64% |
$32K - $34.1K
|
93K
$5.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
588+ 3.25% |
$31.9K - $34K
|
18.7K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
583+ 10.26% |
$31.6K - $33.7K
|
6.26K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
577+ 1.56% |
$31.3K - $33.3K
|
37.5K
$2.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
573+ 7.55% |
$31.1K - $33.1K
|
8.17K
$507K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
546+ 2.95% |
$29.6K - $31.5K
|
19.1K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
546+ 0.7% |
$29.6K - $31.5K
|
78.4K
$4.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
544+ 2.45% |
$29.5K - $31.4K
|
22.7K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
520+ 11.5% |
$28.2K - $30K
|
5.04K
$313K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
509+ 129.19% |
$27.6K - $29.4K
|
903
$56K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
500+ 0.1% |
$27.1K - $28.9K
|
481K
$29.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
479+ 0.82% |
$26K - $27.7K
|
59.1K
$3.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
468+ 0.77% |
$25.4K - $27K
|
60.9K
$3.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
450New |
$24.4K - $26K
|
450
$27.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
449+ 2.93% |
$24.4K - $25.9K
|
15.8K
$978K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
444+ 8.28% |
$24.1K - $25.6K
|
5.81K
$360K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
442+ 6.58% |
$24K - $25.5K
|
7.16K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
436+ 1.77% |
$23.7K - $25.2K
|
25.1K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
435+ 9.74% |
$23.6K - $25.1K
|
4.9K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
431+ 1.49% |
$23.4K - $24.9K
|
29.4K
$1.82M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
425+ 8.59% |
$23.1K - $24.5K
|
5.37K
$333K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
417+ 10.23% |
$22.6K - $24.1K
|
4.49K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
410+ 1.67% |
$22.3K - $23.7K
|
24.9K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
407+ 11.01% |
$22.1K - $23.5K
|
4.1K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
407+ 6.12% |
$22.1K - $23.5K
|
7.06K
$438K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
405+ 9.23% |
$22K - $23.4K
|
4.79K
$297K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
389+ 4.45% |
$21.1K - $22.5K
|
9.13K
$567K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
378+ 8.04% |
$20.5K - $21.8K
|
5.08K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
374+ 6.24% |
$20.3K - $21.6K
|
6.37K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
353+ 5.93% |
$19.2K - $20.4K
|
6.31K
$391K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
353+ 2.53% |
$19.2K - $20.4K
|
14.3K
$889K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
350+ 7.69% |
$19K - $20.2K
|
4.9K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
346+ 1.32% |
$18.8K - $20K
|
26.6K
$1.65M
|