Purchases and Sales Made in Q4 2022 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2022. 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 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-76- 0.87% |
$3.45K - $4.09K
|
8.63K
$502K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-80- 18.87% |
$3.64K - $4.31K
|
344
$20K
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-87- 1.85% |
$3.95K - $4.68K
|
4.63K
$269K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-89- 0.79% |
$4.05K - $4.79K
|
11.1K
$649K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-98- 1.61% |
$4.45K - $5.28K
|
6K
$349K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 44.05% |
$4.55K - $5.38K
|
127
$7.4K
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-103- 0.19% |
$4.68K - $5.54K
|
55.6K
$3.24M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-109- 1.71% |
$4.95K - $5.87K
|
6.27K
$365K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-109- 1.68% |
$4.95K - $5.87K
|
6.39K
$372K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-109- 0.17% |
$4.95K - $5.87K
|
62.4K
$3.63M
|
|
Feb 02, 2023
Q4 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-114- 0.1% |
$5.18K - $6.14K
|
109K
$6.33M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-126- 2.01% |
$5.73K - $6.78K
|
6.14K
$358K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-127- 1.1% |
$5.77K - $6.84K
|
11.5K
$668K
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-145- 0.26% |
$6.59K - $7.81K
|
55.5K
$3.23M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-153- 18.26% |
$6.95K - $8.24K
|
685
$39.9K
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-158- 1.5% |
$7.18K - $8.51K
|
10.3K
$602K
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-172- 3.79% |
$7.82K - $9.26K
|
4.37K
$254K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-178- 8.13% |
$8.09K - $9.58K
|
2.01K
$117K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-178- 0.72% |
$8.09K - $9.58K
|
24.6K
$1.43M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-186- 0.65% |
$8.45K - $10K
|
28.5K
$1.66M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-202- 0.82% |
$9.18K - $10.9K
|
24.3K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-203- 4.63% |
$9.23K - $10.9K
|
4.19K
$244K
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-208- 1.55% |
$9.45K - $11.2K
|
13.2K
$768K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-234- 0.83% |
$10.6K - $12.6K
|
27.8K
$1.62M
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-254- 3.09% |
$11.5K - $13.7K
|
7.98K
$464K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-270- 1.17% |
$12.3K - $14.5K
|
22.8K
$1.33M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-286- 0.39% |
$13K - $15.4K
|
72.7K
$4.23M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-314- 3.95% |
$14.3K - $16.9K
|
7.64K
$445K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-315- 38.65% |
$14.3K - $17K
|
500
$29.1K
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-319- 1.43% |
$14.5K - $17.2K
|
22K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-320- 13.91% |
$14.5K - $17.2K
|
1.98K
$115K
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-344- 3.47% |
$15.6K - $18.5K
|
9.56K
$557K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-350- 39.55% |
$15.9K - $18.8K
|
535
$31.2K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-350- 5.97% |
$15.9K - $18.8K
|
5.51K
$321K
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-350- 7.91% |
$15.9K - $18.8K
|
4.08K
$237K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-360- 6.22% |
$16.4K - $19.4K
|
5.43K
$316K
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-375- 3.69% |
$17K - $20.2K
|
9.79K
$570K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-381- 3.35% |
$17.3K - $20.5K
|
11K
$639K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-411- 0.5% |
$18.7K - $22.1K
|
81.8K
$4.76M
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-411- 1.01% |
$18.7K - $22.1K
|
40.5K
$2.36M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-426Closed |
$19.4K - $22.9K
|
0
$0
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-443- 1.66% |
$20.1K - $23.8K
|
26.3K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-449- 5.19% |
$20.4K - $24.2K
|
8.2K
$477K
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-473- 3.04% |
$21.5K - $25.5K
|
15.1K
$879K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-483- 8.8% |
$22K - $26K
|
5.01K
$292K
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-492- 5.53% |
$22.4K - $26.5K
|
8.4K
$489K
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 3.5% |
$22.7K - $26.9K
|
13.8K
$802K
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-505- 1.99% |
$23K - $27.2K
|
24.9K
$1.45M
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-545- 3.74% |
$24.8K - $29.3K
|
14K
$817K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-546- 12.18% |
$24.8K - $29.4K
|
3.94K
$229K
|