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 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.18K- 17.73% |
$184K - $198K
|
14.7K
$900K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.19K- 12.83% |
$184K - $198K
|
21.6K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.19K- 2.62% |
$184K - $198K
|
118K
$7.24M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.19K- 3.58% |
$185K - $198K
|
85.9K
$5.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.24K- 6.21% |
$188K - $202K
|
49K
$2.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.25K- 90.18% |
$188K - $202K
|
354
$21.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.28K- 14.07% |
$189K - $204K
|
20K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.28K- 5.83% |
$190K - $204K
|
52.9K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.31K- 6.07% |
$192K - $206K
|
51.3K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.6K- 3.89% |
$208K - $224K
|
88.9K
$5.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.61K- 21.8% |
$209K - $225K
|
13K
$792K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.68K- 0.03% |
$213K - $229K
|
11.7M
$712M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.72K- 40.9% |
$215K - $231K
|
5.37K
$328K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.94K- 50.03% |
$228K - $245K
|
3.94K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.01K- 0.75% |
$232K - $250K
|
529K
$32.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.03K- 12.45% |
$233K - $250K
|
28.3K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.21K- 4.22% |
$244K - $262K
|
95.6K
$5.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.24K- 28.1% |
$246K - $264K
|
10.9K
$663K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-4.38K- 10.01% |
$253K - $272K
|
39.3K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.42K- 5.84% |
$256K - $275K
|
71.3K
$4.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.44K- 8.6% |
$257K - $276K
|
47.2K
$2.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.47K- 37.97% |
$259K - $278K
|
7.3K
$446K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.49K- 4.89% |
$260K - $279K
|
87.3K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.56K- 0.33% |
$264K - $283K
|
1.38M
$84.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.63K- 1.94% |
$268K - $288K
|
234K
$14.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.69K- 2.9% |
$271K - $292K
|
157K
$9.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.83K- 3.08% |
$280K - $301K
|
152K
$9.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5K- 55.93% |
$289K - $311K
|
3.94K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.04K- 0.97% |
$292K - $314K
|
517K
$31.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.06K- 3.75% |
$293K - $315K
|
130K
$7.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.08K- 50.4% |
$294K - $316K
|
5K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.18K- 20.14% |
$300K - $322K
|
20.5K
$1.25M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.31K- 59.85% |
$307K - $330K
|
3.56K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.32K- 74.75% |
$308K - $331K
|
1.8K
$110K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.38K- 48.01% |
$312K - $335K
|
5.83K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.54K- 4.78% |
$321K - $345K
|
110K
$6.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5.55K- 1.42% |
$321K - $345K
|
386K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.64K- 31.8% |
$326K - $351K
|
12.1K
$738K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5.91K- 24.14% |
$342K - $368K
|
18.6K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.94K- 8.71% |
$344K - $370K
|
62.3K
$3.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-5.97K- 29.36% |
$345K - $371K
|
14.4K
$877K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.79K- 6.41% |
$393K - $422K
|
99.1K
$6.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-8.7K- 24.26% |
$503K - $541K
|
27.2K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-9.2K- 60.84% |
$533K - $573K
|
5.93K
$362K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9.46K- 21.3% |
$547K - $588K
|
34.9K
$2.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.7K- 16.99% |
$561K - $604K
|
47.4K
$2.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-9.79K- 42.07% |
$566K - $609K
|
13.5K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.7K- 10.54% |
$621K - $668K
|
91.2K
$5.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.8K- 1.48% |
$626K - $673K
|
722K
$44.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11.1K- 3.88% |
$645K - $694K
|
276K
$16.9M
|