Purchases and Sales Made in Q3 2022 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q3 2022. 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 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 0.11% |
$229 - $273
|
4.48K
$275K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 4.03% |
$229 - $273
|
129
$7.9K
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
5+ 0.07% |
$229 - $273
|
6.89K
$422K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.6% |
$183 - $218
|
670
$41.1K
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2+ 0.63% |
$91.5 - $109
|
320
$19.6K
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$91.5 - $109
|
4.41K
$270K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2+ 0.02% |
$91.5 - $109
|
11.6K
$708K
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$91.5 - $109
|
2.62K
$161K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.04% |
$91.5 - $109
|
4.57K
$280K
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$45.8 - $54.5
|
9.99K
$612K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.92% |
$45.8 - $54.5
|
110
$6.74K
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.63% |
$45.8 - $54.5
|
159
$9.74K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.01% |
$45.8 - $54.5
|
10.7K
$657K
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1New |
$45.8 - $54.5
|
1
$61.3
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.04% |
$45.8 - $54.5
|
2.52K
$154K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.43% |
$45.8 - $54.5
|
232
$14.2K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.02% |
$45.8 - $54.5
|
5.62K
$344K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$45.8 - $54.5
|
12.3K
$755K
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.25% |
$45.8 - $54.5
|
396
$24.3K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 1.95% |
$549 - $654
|
602
$36.9K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-13- 0.23% |
$595 - $709
|
5.53K
$339K
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-17- 0.07% |
$778 - $927
|
25.4K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-20- 1.31% |
$915 - $1.09K
|
1.51K
$92.6K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-22- 0.15% |
$1.01K - $1.2K
|
15K
$918K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-23- 0.06% |
$1.05K - $1.25K
|
37.7K
$2.31M
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-28- 0.13% |
$1.28K - $1.53K
|
22K
$1.35M
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-34- 0.24% |
$1.56K - $1.85K
|
14.1K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-35- 0.6% |
$1.6K - $1.91K
|
5.8K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-38- 0.49% |
$1.74K - $2.07K
|
7.69K
$471K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-39- 70.91% |
$1.78K - $2.13K
|
16
$980
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-42Closed |
$1.92K - $2.29K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-48- 4.48% |
$2.2K - $2.62K
|
1.02K
$62.7K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-54- 1.27% |
$2.47K - $2.94K
|
4.21K
$258K
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-58- 1.06% |
$2.65K - $3.16K
|
5.43K
$333K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-59- 0.27% |
$2.7K - $3.22K
|
21.8K
$1.34M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59- 0.07% |
$2.7K - $3.22K
|
85.1K
$5.21M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-60- 0.17% |
$2.75K - $3.27K
|
36.1K
$2.21M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-85- 3.62% |
$3.89K - $4.64K
|
2.27K
$139K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-90- 1.42% |
$4.12K - $4.91K
|
6.24K
$382K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-99- 0.11% |
$4.53K - $5.4K
|
91.1K
$5.58M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-104- 1.18% |
$4.76K - $5.67K
|
8.7K
$533K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-111- 2.12% |
$5.08K - $6.05K
|
5.12K
$314K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-122- 1.71% |
$5.58K - $6.65K
|
7.01K
$429K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-125- 27.17% |
$5.72K - $6.82K
|
335
$20.5K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-130- 1.49% |
$5.95K - $7.09K
|
8.62K
$528K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-145- 3.7% |
$6.63K - $7.91K
|
3.78K
$231K
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-149- 0.16% |
$6.82K - $8.12K
|
90.5K
$5.54M
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-151- 14.17% |
$6.91K - $8.23K
|
915
$56.1K
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-161- 0.45% |
$7.37K - $8.78K
|
35.9K
$2.2M
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-164- 98.8% |
$7.5K - $8.94K
|
2
$123
|