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 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
971+ 7.5% |
$56.2K - $60.4K
|
13.9K
$850K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
963New |
$55.7K - $59.9K
|
963
$58.8K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
960+ 2.74% |
$55.5K - $59.7K
|
36K
$2.2M
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
946+ 0.88% |
$54.7K - $58.9K
|
108K
$6.62M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
939+ 0.34% |
$54.3K - $58.4K
|
280K
$17.1M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
935+ 0.3% |
$54.1K - $58.2K
|
308K
$18.8M
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
930+ 1.27% |
$53.8K - $57.9K
|
74.2K
$4.53M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
924+ 0.66% |
$53.5K - $57.5K
|
141K
$8.6M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
915+ 8.44% |
$52.9K - $56.9K
|
11.8K
$718K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
907+ 0.63% |
$52.5K - $56.4K
|
144K
$8.8M
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
901+ 17.38% |
$52.1K - $56.1K
|
6.09K
$372K
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
879+ 1.4% |
$50.9K - $54.7K
|
63.8K
$3.9M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
875+ 8.63% |
$50.6K - $54.4K
|
11K
$673K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
859+ 4.13% |
$49.7K - $53.4K
|
21.7K
$1.32M
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
831+ 3.96% |
$48.1K - $51.7K
|
21.8K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
809New |
$46.8K - $50.3K
|
809
$49.4K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
801+ 0.97% |
$46.3K - $49.8K
|
83.1K
$5.08M
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
769+ 10.72% |
$44.5K - $47.8K
|
7.94K
$485K
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
759+ 9.42% |
$43.9K - $47.2K
|
8.82K
$539K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
736+ 13.82% |
$42.6K - $45.8K
|
6.06K
$370K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
720+ 5.1% |
$41.7K - $44.8K
|
14.8K
$906K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
712New |
$41.2K - $44.3K
|
712
$43.5K
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
705+ 4.64% |
$40.8K - $43.9K
|
15.9K
$970K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
690+ 436.71% |
$39.9K - $42.9K
|
848
$51.8K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
688+ 3.8% |
$39.8K - $42.8K
|
18.8K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
686+ 13.61% |
$39.7K - $42.7K
|
5.73K
$350K
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
686+ 4.63% |
$39.7K - $42.7K
|
15.5K
$947K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
662+ 2.68% |
$38.3K - $41.2K
|
25.3K
$1.55M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
658+ 19.21% |
$38.1K - $40.9K
|
4.08K
$249K
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
654+ 1.27% |
$37.8K - $40.7K
|
52K
$3.18M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
645+ 9.49% |
$37.3K - $40.1K
|
7.44K
$455K
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
630+ 2.93% |
$36.5K - $39.2K
|
22.1K
$1.35M
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
629+ 6.6% |
$36.4K - $39.1K
|
10.2K
$621K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
627+ 16.67% |
$36.3K - $39K
|
4.39K
$268K
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
619+ 1.21% |
$35.8K - $38.5K
|
51.9K
$3.17M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
617+ 9.36% |
$35.7K - $38.4K
|
7.21K
$440K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
607+ 3.5% |
$35.1K - $37.8K
|
18K
$1.1M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
601+ 12.51% |
$34.8K - $37.4K
|
5.41K
$330K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
596+ 5.97% |
$34.5K - $37.1K
|
10.6K
$646K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
588+ 3.33% |
$34K - $36.6K
|
18.3K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
587+ 3.5% |
$34K - $36.5K
|
17.4K
$1.06M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
587+ 3.5% |
$34K - $36.5K
|
17.4K
$1.06M
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
581+ 2.13% |
$33.6K - $36.1K
|
27.9K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
575New |
$33.3K - $35.8K
|
575
$35.1K
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
568+ 3.84% |
$32.9K - $35.3K
|
15.3K
$937K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
559+ 4.66% |
$32.3K - $34.8K
|
12.5K
$766K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
557+ 3.46% |
$32.2K - $34.7K
|
16.6K
$1.02M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
553+ 2.23% |
$32K - $34.4K
|
25.3K
$1.55M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
541+ 5.22% |
$31.3K - $33.7K
|
10.9K
$666K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
511+ 3.7% |
$29.6K - $31.8K
|
14.3K
$874K
|