Purchases and Sales Made in Q2 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 2024. 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 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4+ 0.65% |
$231 - $249
|
622
$41.6K
|
|
Aug 14, 2024
Q2 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
4+ 0.01% |
$231 - $249
|
36.5K
$2.44M
|
|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$231 - $249
|
140K
$9.36M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$231 - $249
|
6.25K
$418K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.85% |
$174 - $187
|
355
$23.8K
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$174 - $187
|
3.5K
$234K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.12% |
$116 - $124
|
1.61K
$107K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$116 - $124
|
1.89K
$127K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2+ 0.76% |
$116 - $124
|
265
$17.7K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.03% |
$116 - $124
|
5.99K
$401K
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$116 - $124
|
6.69K
$448K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$116 - $124
|
4.44K
$297K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.02% |
$116 - $124
|
10.4K
$697K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$57.9 - $62.2
|
4.66K
$312K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.57% |
$57.9 - $62.2
|
177
$11.8K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.02% |
$57.9 - $62.2
|
4.34K
$290K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.87% |
$57.9 - $62.2
|
116
$7.77K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$57.9 - $62.2
|
7.91K
$529K
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1+ 0.02% |
$57.9 - $62.2
|
5.48K
$367K
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 7.14% |
$57.9 - $62.2
|
15
$1K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$57.9 - $62.2
|
168
$11.2K
|
|
Aug 14, 2024
Q2 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
1+ 0.0% |
$57.9 - $62.2
|
38.6K
$2.58M
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- -0.0% |
$57.9 - $62.2
|
38.4K
$2.57M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$57.9 - $62.2
|
18.1K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3- 0.01% |
$174 - $187
|
24.1K
$1.61M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-5- 0.11% |
$289 - $311
|
4.75K
$318K
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-8- 0.16% |
$463 - $498
|
5.04K
$337K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8- 0.14% |
$463 - $498
|
5.56K
$372K
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-9- 0.12% |
$521 - $560
|
7.47K
$500K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-10- 90.91% |
$579 - $622
|
1
$66.9
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-11- 0.18% |
$636 - $684
|
6.01K
$402K
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-11- 0.09% |
$636 - $684
|
11.8K
$792K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 0.58% |
$694 - $747
|
2.07K
$138K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13- 0.1% |
$752 - $809
|
13.6K
$910K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 0.19% |
$810 - $871
|
7.19K
$481K
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-16- 2.32% |
$926 - $995
|
674
$45.1K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-20- 0.13% |
$1.16K - $1.24K
|
15.1K
$1.01M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22- 0.07% |
$1.27K - $1.37K
|
30.7K
$2.06M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-22- 0.18% |
$1.27K - $1.37K
|
12K
$803K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-22- 0.58% |
$1.27K - $1.37K
|
3.75K
$251K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-25- 0.28% |
$1.45K - $1.56K
|
8.94K
$598K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26- 44.07% |
$1.5K - $1.62K
|
33
$2.21K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-27- 0.22% |
$1.56K - $1.68K
|
12K
$803K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-29- 30.85% |
$1.68K - $1.8K
|
65
$4.35K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33- 0.32% |
$1.91K - $2.05K
|
10.4K
$698K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-33- 0.35% |
$1.91K - $2.05K
|
9.45K
$632K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-34- 0.8% |
$1.97K - $2.12K
|
4.24K
$284K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-34- 4.97% |
$1.97K - $2.12K
|
650
$43.5K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-37- 0.14% |
$2.14K - $2.3K
|
25.7K
$1.72M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-40- 2.07% |
$2.31K - $2.49K
|
1.9K
$127K
|