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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.24KClosed |
$76.4K - $82.1K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.27K- 21.0% |
$78.3K - $84.1K
|
4.79K
$292K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.27K- 64.25% |
$78.4K - $84.2K
|
709
$43.3K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.33K- 6.32% |
$81.9K - $88K
|
19.7K
$1.21M
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.34K- 25.3% |
$82.1K - $88.2K
|
3.94K
$241K
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.35K- 10.95% |
$83.3K - $89.5K
|
11K
$673K
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.38K- 6.63% |
$84.9K - $91.3K
|
19.5K
$1.19M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.39K- 6.03% |
$85.4K - $91.8K
|
21.6K
$1.32M
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.39K- 11.2% |
$85.6K - $91.9K
|
11K
$674K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.4K- 5.69% |
$86.1K - $92.5K
|
23.2K
$1.42M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.45K- 16.41% |
$89.3K - $95.9K
|
7.39K
$451K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.51KClosed |
$93K - $99.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.56KClosed |
$96.1K - $103K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.58K- 10.07% |
$96.9K - $104K
|
14.1K
$859K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.72K- 0.92% |
$106K - $114K
|
185K
$11.3M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.85K- 17.73% |
$113K - $122K
|
8.56K
$523K
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 7.96% |
$115K - $123K
|
21.5K
$1.31M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.09K- 5.65% |
$129K - $138K
|
34.9K
$2.13M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.17K- 26.98% |
$134K - $144K
|
5.88K
$359K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.18K- 9.8% |
$134K - $144K
|
20.1K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.19K- 0.57% |
$135K - $145K
|
380K
$23.2M
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 2.07% |
$135K - $146K
|
104K
$6.36M
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-2.31K- 7.92% |
$142K - $153K
|
26.9K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.33K- 23.52% |
$144K - $154K
|
7.59K
$463K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.34K- 34.65% |
$144K - $154K
|
4.41K
$269K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.45K- 8.01% |
$151K - $162K
|
28.1K
$1.72M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-2.49K- 28.45% |
$153K - $165K
|
6.27K
$383K
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.56K- 5.81% |
$157K - $169K
|
41.5K
$2.53M
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.58K- 13.03% |
$159K - $171K
|
17.2K
$1.05M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.62K- 4.39% |
$161K - $173K
|
56.9K
$3.48M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.63K- 2.52% |
$162K - $174K
|
102K
$6.21M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.68K- 9.72% |
$165K - $177K
|
24.9K
$1.52M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 2.27% |
$171K - $184K
|
120K
$7.31M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.84K- 30.29% |
$175K - $188K
|
6.54K
$400K
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.89K- 27.57% |
$178K - $191K
|
7.59K
$464K
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.06KClosed |
$188K - $202K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.07KClosed |
$189K - $203K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.14K- 29.68% |
$193K - $208K
|
7.44K
$455K
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.26KClosed |
$201K - $216K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.29KClosed |
$202K - $218K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.36KClosed |
$206K - $222K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 39.25% |
$209K - $224K
|
5.25K
$321K
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-3.41K- 44.52% |
$210K - $226K
|
4.25K
$260K
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.51KClosed |
$216K - $232K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.68K- 16.74% |
$226K - $243K
|
18.3K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.7K- 55.28% |
$228K - $245K
|
2.99K
$183K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.72K- 7.29% |
$229K - $246K
|
47.3K
$2.89M
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
SELL
|
- |
-3.73KClosed |
$229K - $246K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-3.78K- 0.53% |
$233K - $250K
|
706K
$43.1M
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.85K- 26.64% |
$237K - $254K
|
10.6K
$647K
|