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 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.9K- 38.24% |
$240K - $258K
|
6.3K
$367K
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.08KClosed |
$251K - $269K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.08K- 16.81% |
$251K - $270K
|
20.2K
$1.18M
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.11KClosed |
$253K - $272K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.13KClosed |
$254K - $273K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.13KClosed |
$254K - $273K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.13KClosed |
$254K - $273K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-4.17K- 39.83% |
$256K - $275K
|
6.3K
$367K
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.44K- 15.23% |
$273K - $294K
|
24.7K
$1.44M
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.6K- 42.66% |
$283K - $304K
|
6.18K
$360K
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.71KClosed |
$290K - $311K
|
0
$0
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.81K- 52.02% |
$296K - $318K
|
4.44K
$258K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.82KClosed |
$296K - $318K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.07K- 99.67% |
$312K - $335K
|
17
$990
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-5.09KClosed |
$313K - $336K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5.14KClosed |
$316K - $340K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-5.21K- 5.95% |
$320K - $344K
|
82.3K
$4.79M
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.22K- 34.85% |
$321K - $345K
|
9.77K
$569K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.71K- 55.9% |
$351K - $377K
|
4.5K
$262K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.74KClosed |
$353K - $379K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.79K- 20.82% |
$356K - $382K
|
22K
$1.28M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.84K- 8.37% |
$359K - $386K
|
63.9K
$3.72M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.92K- 10.7% |
$364K - $391K
|
49.4K
$2.87M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.11K- 4.63% |
$376K - $404K
|
126K
$7.32M
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.36K- 9.51% |
$391K - $420K
|
60.5K
$3.53M
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-6.43KClosed |
$395K - $425K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-6.52K- 3.35% |
$401K - $431K
|
188K
$11M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.62K- 26.25% |
$407K - $437K
|
18.6K
$1.08M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.92K- 1.76% |
$426K - $457K
|
387K
$22.6M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-7.15K- 51.33% |
$440K - $472K
|
6.78K
$395K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.53K- 17.67% |
$463K - $498K
|
35.1K
$2.04M
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.23KClosed |
$506K - $544K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-8.3K- 6.68% |
$510K - $548K
|
116K
$6.75M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.65KClosed |
$532K - $571K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$639K - $687K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.9K- 56.45% |
$668K - $718K
|
8.38K
$488K
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-11.5K- 43.7% |
$706K - $758K
|
14.8K
$861K
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.7K- 75.0% |
$718K - $772K
|
3.89K
$227K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-13K- 26.47% |
$797K - $856K
|
36K
$2.1M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13K- 22.29% |
$802K - $862K
|
45.5K
$2.65M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-13.5K- 33.89% |
$831K - $893K
|
26.3K
$1.53M
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-13.9K- 52.02% |
$857K - $921K
|
12.9K
$748K
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-14.6K- 10.3% |
$897K - $964K
|
127K
$7.4M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.7K- 2.36% |
$903K - $970K
|
607K
$35.3M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.7K- 2.46% |
$905K - $972K
|
584K
$34M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-15KClosed |
$925K - $994K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-16K- 70.19% |
$986K - $1.06M
|
6.81K
$396K
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-17.3KClosed |
$1.06M - $1.14M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-17.9K- 43.91% |
$1.1M - $1.18M
|
22.9K
$1.33M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.5K- 5.39% |
$1.2M - $1.29M
|
342K
$19.9M
|