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 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.81K+ 12.0% |
$481K - $516K
|
73K
$4.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.76KNew |
$477K - $513K
|
7.76K
$452K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7.73K+ 572.37% |
$475K - $511K
|
9.08K
$529K
|
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
BUY
|
- |
7.71K+ 3.79% |
$474K - $510K
|
211K
$12.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7.66KNew |
$471K - $506K
|
7.66K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.56KNew |
$465K - $500K
|
7.56K
$440K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.5KNew |
$461K - $496K
|
7.5K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.36K+ 0.34% |
$453K - $486K
|
2.17M
$127M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.33K+ 535.45% |
$451K - $484K
|
8.69K
$506K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.32K+ 11.69% |
$450K - $484K
|
70K
$4.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.25KNew |
$446K - $479K
|
7.25K
$422K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
7.16K+ 25.32% |
$440K - $473K
|
35.4K
$2.06M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.16KNew |
$440K - $473K
|
7.16K
$417K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.07K+ 8.34% |
$435K - $467K
|
91.9K
$5.35M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
6.94KNew |
$427K - $459K
|
6.94K
$404K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.85KNew |
$422K - $453K
|
6.85K
$399K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.79KNew |
$418K - $449K
|
6.79K
$395K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
6.78KNew |
$417K - $448K
|
6.78K
$395K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.65KNew |
$409K - $439K
|
6.65K
$387K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.64K+ 19.6% |
$408K - $439K
|
40.5K
$2.36M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6.53KNew |
$402K - $432K
|
6.53K
$380K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.32K+ 28.19% |
$389K - $418K
|
28.7K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.17KNew |
$380K - $408K
|
6.17K
$359K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.96K+ 41.16% |
$367K - $394K
|
20.4K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.94KNew |
$365K - $392K
|
5.94K
$346K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.93K+ 7.71% |
$365K - $392K
|
82.8K
$4.82M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5.84KNew |
$359K - $386K
|
5.84K
$340K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.84KNew |
$359K - $386K
|
5.84K
$340K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.82K+ 1.57% |
$358K - $384K
|
376K
$21.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
5.8KNew |
$357K - $383K
|
5.8K
$338K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5.79K+ 0.5% |
$356K - $383K
|
1.17M
$68.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.79K+ 7.42% |
$356K - $382K
|
83.7K
$4.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5.67K+ 5.06% |
$349K - $375K
|
118K
$6.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.65KNew |
$347K - $373K
|
5.65K
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.52K+ 47.31% |
$340K - $365K
|
17.2K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
5.51K+ 41.95% |
$339K - $364K
|
18.7K
$1.09M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.47KNew |
$336K - $361K
|
5.47K
$318K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.47K+ 25.56% |
$336K - $361K
|
26.9K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
5.43K+ 1.73% |
$334K - $359K
|
320K
$18.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
5.42K+ 2.53% |
$333K - $358K
|
220K
$12.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
5.39KNew |
$332K - $356K
|
5.39K
$314K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.38K+ 4.95% |
$331K - $355K
|
114K
$6.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5.34K+ 16.9% |
$328K - $353K
|
36.9K
$2.15M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.24K+ 45.86% |
$322K - $346K
|
16.7K
$970K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5.24K+ 20.28% |
$322K - $346K
|
31K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.11K+ 133.26% |
$315K - $338K
|
8.95K
$521K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.11KNew |
$314K - $338K
|
5.11K
$298K
|
|
|
Feb 10, 2022
Q4 2021
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
5.11KNew |
$314K - $338K
|
5.11K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
5.08K+ 129.23% |
$312K - $335K
|
9K
$524K
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
5.04KNew |
$310K - $333K
|
5.04K
$293K
|