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 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
225+ 1.22% |
$14.2K - $15.1K
|
18.7K
$1.14M
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
223+ 0.4% |
$14.1K - $14.9K
|
56.6K
$3.46M
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
219+ 1.38% |
$13.9K - $14.7K
|
16.1K
$986K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
215+ 2.55% |
$13.6K - $14.4K
|
8.65K
$528K
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
200+ 6.26% |
$12.7K - $13.4K
|
3.4K
$207K
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
183+ 0.55% |
$11.6K - $12.3K
|
33.7K
$2.06M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
174+ 1.48% |
$11K - $11.7K
|
11.9K
$727K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
173+ 30.51% |
$10.9K - $11.6K
|
740
$45.2K
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
163+ 3.91% |
$10.3K - $10.9K
|
4.33K
$264K
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
161New |
$10.2K - $10.8K
|
161
$9.83K
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
160+ 1.45% |
$10.1K - $10.7K
|
11.2K
$685K
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
147New |
$9.3K - $9.85K
|
147
$8.98K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
147+ 2.8% |
$9.3K - $9.85K
|
5.4K
$330K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
142+ 1.67% |
$8.98K - $9.51K
|
8.65K
$528K
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
138+ 8.16% |
$8.73K - $9.25K
|
1.83K
$112K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
135+ 0.16% |
$8.54K - $9.05K
|
82.8K
$5.06M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
131+ 0.03% |
$8.29K - $8.78K
|
429K
$26.2M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
128+ 50.59% |
$8.1K - $8.58K
|
381
$23.3K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
128New |
$8.1K - $8.58K
|
128
$7.82K
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
126+ 0.54% |
$7.97K - $8.44K
|
23.4K
$1.43M
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
118+ 0.41% |
$7.46K - $7.91K
|
29K
$1.77M
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
116+ 9.4% |
$7.34K - $7.77K
|
1.35K
$82.5K
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
113+ 0.17% |
$7.15K - $7.57K
|
66.7K
$4.08M
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
113+ 0.46% |
$7.15K - $7.57K
|
24.9K
$1.52M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
107New |
$6.77K - $7.17K
|
107
$6.54K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
96+ 0.47% |
$6.07K - $6.43K
|
20.7K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
92+ 7.21% |
$5.82K - $6.16K
|
1.37K
$83.6K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
90+ 0.12% |
$5.69K - $6.03K
|
76.9K
$4.7M
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
81+ 0.71% |
$5.12K - $5.43K
|
11.4K
$697K
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
72+ 0.55% |
$4.55K - $4.82K
|
13.1K
$803K
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
64+ 0.3% |
$4.05K - $4.29K
|
21.2K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
61+ 0.55% |
$3.86K - $4.09K
|
11.1K
$678K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
61+ 0.56% |
$3.86K - $4.09K
|
10.9K
$666K
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
58+ 0.55% |
$3.67K - $3.89K
|
10.5K
$644K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
58New |
$3.67K - $3.89K
|
58
$3.54K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
56+ 1.2% |
$3.54K - $3.75K
|
4.73K
$289K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
56+ 0.84% |
$3.54K - $3.75K
|
6.76K
$413K
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 0.54% |
$3.16K - $3.35K
|
9.27K
$566K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50+ 2.04% |
$3.16K - $3.35K
|
2.5K
$153K
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
48+ 1.31% |
$3.04K - $3.22K
|
3.7K
$226K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
48+ 1.75% |
$3.04K - $3.22K
|
2.79K
$170K
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
BUY
|
- |
46+ 1.07% |
$2.91K - $3.08K
|
4.35K
$266K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
43New |
$2.72K - $2.88K
|
43
$2.63K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
42+ 0.85% |
$2.66K - $2.81K
|
4.96K
$303K
|
|
Nov 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
37+ 0.56% |
$2.34K - $2.48K
|
6.64K
$405K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
37+ 0.19% |
$2.34K - $2.48K
|
19.8K
$1.21M
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
35+ 0.55% |
$2.21K - $2.35K
|
6.42K
$392K
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
34+ 0.26% |
$2.15K - $2.28K
|
13.1K
$798K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
30+ 0.5% |
$1.9K - $2.01K
|
6.06K
$370K
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
30+ 0.34% |
$1.9K - $2.01K
|
8.88K
$542K
|