Purchases and Sales Made in Q4 2021 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-125- 0.53% |
$7.69K - $8.26K
|
23.7K
$1.38M
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-127- 17.3% |
$7.81K - $8.39K
|
607
$35.3K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-128- 1.33% |
$7.87K - $8.46K
|
9.52K
$555K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-128Closed |
$7.87K - $8.46K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-135- 1.2% |
$8.3K - $8.92K
|
11.1K
$645K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-147Closed |
$9.04K - $9.72K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-150Closed |
$9.23K - $9.91K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-150- 0.42% |
$9.23K - $9.91K
|
35.7K
$2.08M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-153- 2.54% |
$9.41K - $10.1K
|
5.87K
$342K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-154- 2.55% |
$9.47K - $10.2K
|
5.88K
$342K
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-158- 0.25% |
$9.72K - $10.4K
|
62.9K
$3.66M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-158- 1.73% |
$9.72K - $10.4K
|
8.97K
$522K
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-159- 1.57% |
$9.78K - $10.5K
|
9.99K
$582K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-191- 0.77% |
$11.7K - $12.6K
|
24.5K
$1.43M
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-250- 2.7% |
$15.4K - $16.5K
|
9.02K
$525K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-255- 1.0% |
$15.7K - $16.9K
|
25.1K
$1.46M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-256- 10.22% |
$15.7K - $16.9K
|
2.25K
$131K
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-284- 1.87% |
$17.5K - $18.8K
|
14.9K
$867K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-299- 5.5% |
$18.4K - $19.8K
|
5.14K
$299K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-333- 7.04% |
$20.5K - $22K
|
4.4K
$256K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-340- 3.78% |
$20.9K - $22.5K
|
8.66K
$504K
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-361- 9.37% |
$22.2K - $23.9K
|
3.49K
$203K
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-396- 1.08% |
$24.4K - $26.2K
|
36.1K
$2.1M
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-430- 4.83% |
$26.4K - $28.4K
|
8.47K
$493K
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-434- 0.97% |
$26.7K - $28.7K
|
44.2K
$2.57M
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-458- 1.82% |
$28.2K - $30.3K
|
24.8K
$1.44M
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-460- 8.08% |
$28.3K - $30.4K
|
5.24K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-487- 6.68% |
$30K - $32.2K
|
6.8K
$396K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-489- 6.19% |
$30.1K - $32.3K
|
7.42K
$432K
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-558- 0.98% |
$34.3K - $36.9K
|
56.1K
$3.27M
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-575- 10.0% |
$35.4K - $38K
|
5.18K
$301K
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-578- 13.31% |
$35.6K - $38.2K
|
3.77K
$219K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-589- 2.88% |
$36.2K - $38.9K
|
19.9K
$1.16M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-595- 1.27% |
$36.6K - $39.3K
|
46.1K
$2.68M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-658- 14.38% |
$40.5K - $43.5K
|
3.92K
$228K
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-684- 1.06% |
$42.1K - $45.2K
|
64K
$3.72M
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-705- 30.81% |
$43.4K - $46.6K
|
1.58K
$92.2K
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-764- 3.06% |
$47K - $50.5K
|
24.2K
$1.41M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-879- 5.02% |
$54.1K - $58.1K
|
16.6K
$968K
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-900- 3.02% |
$55.4K - $59.5K
|
28.9K
$1.68M
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-994- 3.21% |
$61.1K - $65.7K
|
30K
$1.75M
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 2.07% |
$61.5K - $66.1K
|
47.3K
$2.75M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.03K- 6.92% |
$63.5K - $68.2K
|
13.9K
$808K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.05K- 7.43% |
$64.8K - $69.6K
|
13.1K
$764K
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.09K- 1.61% |
$66.7K - $71.7K
|
66.3K
$3.86M
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.1K- 19.27% |
$67.9K - $73K
|
4.62K
$269K
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.13KClosed |
$69.4K - $74.6K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.15K- 25.05% |
$70.7K - $76K
|
3.44K
$200K
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.16K- 6.45% |
$71.6K - $76.9K
|
16.9K
$983K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.21K- 7.15% |
$74.7K - $80.2K
|
15.8K
$918K
|