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
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
23+ 0.03% |
$1.45K - $1.54K
|
66.7K
$3.88M
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
21+ 0.53% |
$1.33K - $1.41K
|
3.95K
$230K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
21+ 1.39% |
$1.33K - $1.41K
|
1.53K
$89.1K
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
18+ 0.55% |
$1.14K - $1.21K
|
3.31K
$193K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 1.54% |
$1.01K - $1.07K
|
1.05K
$61.4K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
13+ 11.21% |
$822 - $871
|
129
$7.51K
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
11+ 0.07% |
$696 - $737
|
16.4K
$957K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.08% |
$443 - $469
|
8.29K
$483K
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
7+ 0.07% |
$443 - $469
|
10.5K
$614K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$380 - $402
|
10.2K
$595K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.1% |
$380 - $402
|
5.99K
$349K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.57% |
$316 - $335
|
885
$51.5K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.28% |
$316 - $335
|
1.82K
$106K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.56% |
$253 - $268
|
714
$41.6K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4New |
$253 - $268
|
4
$233
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.56% |
$253 - $268
|
712
$41.5K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.05% |
$253 - $268
|
7.33K
$427K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.55% |
$190 - $201
|
549
$32K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.71% |
$190 - $201
|
428
$24.9K
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.04% |
$190 - $201
|
7.47K
$435K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$127 - $134
|
12.3K
$717K
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$127 - $134
|
36.2K
$2.11M
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2+ 0.54% |
$127 - $134
|
374
$21.8K
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$63.3 - $67
|
3.38K
$197K
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 2.13% |
$63.3 - $67
|
48
$2.8K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.04% |
$63.3 - $67
|
2.28K
$133K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.01% |
$63.3 - $67
|
9.09K
$529K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.33% |
$63.3 - $67
|
300
$17.5K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4- 0.04% |
$253 - $268
|
9.65K
$562K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-5Closed |
$316 - $335
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-7- 0.01% |
$443 - $469
|
65.5K
$3.81M
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 0.1% |
$569 - $603
|
8.86K
$516K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-12- 19.67% |
$759 - $804
|
49
$2.85K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-13- 0.04% |
$822 - $871
|
32.3K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.02% |
$1.27K - $1.34K
|
109K
$6.32M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-23- 0.14% |
$1.45K - $1.54K
|
16.2K
$942K
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-24- 0.3% |
$1.52K - $1.61K
|
7.9K
$460K
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-26- 0.06% |
$1.64K - $1.74K
|
44.6K
$2.6M
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-36Closed |
$2.28K - $2.41K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-40- 2.27% |
$2.53K - $2.68K
|
1.72K
$100K
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-44- 0.92% |
$2.78K - $2.95K
|
4.74K
$276K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-49- 1.57% |
$3.1K - $3.28K
|
3.07K
$179K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-49- 1.57% |
$3.1K - $3.28K
|
3.07K
$179K
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.32% |
$3.16K - $3.35K
|
15.6K
$911K
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-50- 0.48% |
$3.16K - $3.35K
|
10.5K
$609K
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.44% |
$3.29K - $3.48K
|
11.8K
$686K
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-58- 0.65% |
$3.67K - $3.89K
|
8.84K
$515K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-59- 3.04% |
$3.73K - $3.95K
|
1.88K
$110K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-60- 1.36% |
$3.8K - $4.02K
|
4.37K
$254K
|