Purchases and Sales Made in Q3 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q3 2023. 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 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.56K+ 403.62% |
$137K - $149K
|
3.2K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.56K+ 16.26% |
$136K - $149K
|
18.3K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.56K+ 5.39% |
$136K - $149K
|
50K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.53K+ 10.63% |
$135K - $147K
|
26.3K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.52K+ 4.94% |
$134K - $147K
|
53.5K
$3.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.49K+ 3.11% |
$133K - $145K
|
82.6K
$5.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.42K+ 20.12% |
$129K - $141K
|
14.4K
$882K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.38K+ 15.68% |
$127K - $139K
|
17.5K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.38K+ 3.59% |
$127K - $138K
|
68.5K
$4.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.35K+ 156.45% |
$125K - $137K
|
3.86K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.34K+ 7.25% |
$125K - $136K
|
34.6K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.28K+ 7.15% |
$122K - $133K
|
34.2K
$2.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 9.96% |
$121K - $132K
|
25K
$1.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 1.43% |
$120K - $132K
|
160K
$9.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
2.25K+ 15.85% |
$120K - $131K
|
16.5K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 7.25% |
$117K - $128K
|
32.6K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.18K+ 14.81% |
$116K - $127K
|
16.9K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.17K+ 2.64% |
$116K - $126K
|
84.1K
$5.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 1.49% |
$115K - $125K
|
147K
$8.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.13K+ 3.48% |
$113K - $124K
|
63.3K
$3.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.08K+ 2.47% |
$111K - $121K
|
86.2K
$5.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.06KNew |
$110K - $120K
|
2.06K
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$109K - $119K
|
2.04K
$125K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.04KNew |
$109K - $119K
|
2.04K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.03K+ 3.24% |
$108K - $118K
|
64.6K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 5.21% |
$107K - $117K
|
40.7K
$2.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2K+ 1.18% |
$106K - $116K
|
171K
$10.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2K+ 6.69% |
$106K - $116K
|
31.8K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.97K+ 3.38% |
$105K - $115K
|
60.2K
$3.68M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.96K+ 46.95% |
$105K - $114K
|
6.14K
$375K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.93K+ 58.38% |
$103K - $112K
|
5.24K
$320K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.93K+ 5.8% |
$103K - $112K
|
35.1K
$2.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.89K+ 34.52% |
$101K - $110K
|
7.37K
$450K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.89K+ 17.75% |
$101K - $110K
|
12.5K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.81K+ 1.03% |
$96.7K - $106K
|
179K
$10.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.79K+ 5.08% |
$95.6K - $105K
|
37.1K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.75K+ 65.18% |
$93K - $102K
|
4.42K
$270K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.68K+ 16.66% |
$89.4K - $97.8K
|
11.8K
$718K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.63K+ 30.75% |
$86.6K - $94.7K
|
6.91K
$422K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.58K+ 2.27% |
$84.3K - $92.1K
|
71.2K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51KNew |
$80.2K - $87.7K
|
1.51K
$91.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.43K+ 5.48% |
$76.2K - $83.3K
|
27.5K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.38K+ 0.44% |
$73.7K - $80.6K
|
319K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.33K+ 23.61% |
$70.8K - $77.4K
|
6.96K
$425K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.31K+ 6.68% |
$69.9K - $76.4K
|
20.9K
$1.28M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.3K+ 107.63% |
$69.1K - $75.6K
|
2.5K
$153K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.29K+ 7.59% |
$68.5K - $74.9K
|
18.2K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.28K+ 12.58% |
$68.2K - $74.5K
|
11.4K
$699K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 3.93% |
$68.1K - $74.4K
|
33.8K
$2.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.26K+ 3.2% |
$67.1K - $73.3K
|
40.5K
$2.48M
|