Purchases and Sales Made in Q3 2021 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
613+ 8.23% |
$38.8K - $41.1K
|
8.06K
$469K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
612+ 7.57% |
$38.7K - $41K
|
8.7K
$507K
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
610+ 0.73% |
$38.6K - $40.9K
|
84.6K
$4.93M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
599+ 12.34% |
$37.9K - $40.1K
|
5.45K
$318K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
595+ 5.98% |
$37.6K - $39.9K
|
10.5K
$614K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
585+ 0.58% |
$37K - $39.2K
|
102K
$5.95M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
574+ 5.13% |
$36.3K - $38.5K
|
11.8K
$685K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
569+ 17.13% |
$36K - $38.1K
|
3.89K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
563+ 6.61% |
$35.6K - $37.7K
|
9.09K
$529K
|
|
Oct 27, 2021
Q3 2021
|
Sunesis Advisors, LLC
|
BUY
|
- |
529+ 0.39% |
$33.5K - $35.4K
|
136K
$7.91M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
524+ 1.69% |
$33.1K - $35.1K
|
31.4K
$1.83M
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
521+ 0.72% |
$33K - $34.9K
|
72.9K
$4.24M
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
495+ 4.05% |
$31.3K - $33.2K
|
12.7K
$741K
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
491+ 0.51% |
$31.1K - $32.9K
|
96.1K
$5.59M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
490+ 179.49% |
$31K - $32.8K
|
763
$44.4K
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
481+ 1.06% |
$30.4K - $32.2K
|
45.8K
$2.67M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
470+ 0.7% |
$29.7K - $31.5K
|
67.4K
$3.93M
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
465+ 1.42% |
$29.4K - $31.2K
|
33.3K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
465+ 0.07% |
$29.4K - $31.2K
|
710K
$41.3M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
452+ 0.73% |
$28.6K - $30.3K
|
62.6K
$3.65M
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
443+ 0.4% |
$28K - $29.7K
|
112K
$6.53M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
441+ 2.83% |
$27.9K - $29.5K
|
16K
$933K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
441+ 3.47% |
$27.9K - $29.5K
|
13.2K
$767K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
441+ 3.47% |
$27.9K - $29.5K
|
13.2K
$767K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
436+ 3.14% |
$27.6K - $29.2K
|
14.3K
$834K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
435+ 0.97% |
$27.5K - $29.1K
|
45.2K
$2.63M
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
433+ 2.07% |
$27.4K - $29K
|
21.4K
$1.25M
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
423+ 2.18% |
$26.8K - $28.3K
|
19.8K
$1.15M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
400New |
$25.3K - $26.8K
|
400
$23.3K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
387+ 0.65% |
$24.5K - $25.9K
|
59.8K
$3.48M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
385+ 5.89% |
$24.4K - $25.8K
|
6.93K
$403K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
370+ 5.07% |
$23.4K - $24.8K
|
7.67K
$447K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
363+ 1.19% |
$23K - $24.3K
|
30.9K
$1.8M
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
360+ 8.24% |
$22.8K - $24.1K
|
4.73K
$275K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
356+ 2.06% |
$22.5K - $23.9K
|
17.6K
$1.03M
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
352+ 6.74% |
$22.3K - $23.6K
|
5.57K
$324K
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
350+ 2.19% |
$22.1K - $23.5K
|
16.4K
$952K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
316+ 3.43% |
$20K - $21.2K
|
9.52K
$554K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
315New |
$19.9K - $21.1K
|
315
$18.3K
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
311+ 1.78% |
$19.7K - $20.8K
|
17.8K
$1.04M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
305+ 4.37% |
$19.3K - $20.4K
|
7.29K
$424K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
301+ 8.93% |
$19K - $20.2K
|
3.67K
$214K
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
285+ 2.54% |
$18K - $19.1K
|
11.5K
$669K
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
284+ 2.1% |
$18K - $19K
|
13.8K
$805K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
279+ 1.98% |
$17.6K - $18.7K
|
14.4K
$838K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
278+ 43.78% |
$17.6K - $18.6K
|
913
$53.2K
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
274+ 1.9% |
$17.3K - $18.4K
|
14.7K
$857K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
272+ 3.15% |
$17.2K - $18.2K
|
8.91K
$519K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
229+ 6.75% |
$14.5K - $15.3K
|
3.62K
$211K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
225New |
$14.2K - $15.1K
|
225
$13.1K
|