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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-552- 2.68% |
$25.1K - $29.7K
|
20K
$1.22M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-567- 83.38% |
$25.8K - $30.5K
|
113
$6.9K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-576- 11.4% |
$26.2K - $31K
|
4.48K
$274K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-592- 3.64% |
$26.9K - $31.9K
|
15.7K
$957K
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-603- 0.53% |
$27.4K - $32.5K
|
114K
$6.95M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-622- 3.93% |
$28.3K - $33.5K
|
15.2K
$928K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-647- 4.07% |
$29.4K - $34.8K
|
15.2K
$930K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-675- 87.1% |
$30.7K - $36.3K
|
100
$6.11K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-689- 13.4% |
$31.3K - $37.1K
|
4.45K
$272K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-698- 5.9% |
$31.7K - $37.6K
|
11.1K
$680K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-700- 1.53% |
$31.8K - $37.7K
|
45K
$2.75M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-703- 13.46% |
$32K - $37.8K
|
4.52K
$276K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-713- 5.66% |
$32.4K - $38.4K
|
11.9K
$726K
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-722- 3.46% |
$32.8K - $38.9K
|
20.1K
$1.23M
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-725- 1.0% |
$33K - $39K
|
71.7K
$4.38M
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-758- 6.52% |
$34.5K - $40.8K
|
10.9K
$664K
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-782- 2.76% |
$35.5K - $42.1K
|
27.6K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-800- 9.35% |
$36.4K - $43.1K
|
7.76K
$474K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-804- 22.81% |
$36.5K - $43.3K
|
2.72K
$166K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-817- 14.09% |
$37.1K - $44K
|
4.98K
$304K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-818- 37.2% |
$37.2K - $44K
|
1.38K
$84.4K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-821- 8.39% |
$37.3K - $44.2K
|
8.97K
$548K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-826- 33.6% |
$37.5K - $44.5K
|
1.63K
$99.7K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-833- 0.31% |
$37.9K - $44.8K
|
271K
$16.6M
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-847- 3.57% |
$38.5K - $45.6K
|
22.9K
$1.4M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-905- 18.0% |
$41.1K - $48.7K
|
4.12K
$252K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-917- 10.71% |
$41.7K - $49.4K
|
7.65K
$467K
|
|
Feb 14, 2023
Q4 2022
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-968- 0.47% |
$44K - $52.1K
|
204K
$12.4M
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-968- 1.86% |
$44K - $52.1K
|
51K
$3.11M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-985- 1.34% |
$44.8K - $53K
|
72.5K
$4.43M
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.01K- 71.86% |
$45.7K - $54.2K
|
394
$24.1K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.04K- 7.29% |
$47.3K - $56K
|
13.2K
$808K
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.05K- 0.76% |
$47.5K - $56.3K
|
136K
$8.31M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.07K- 3.66% |
$48.8K - $57.8K
|
28.2K
$1.73M
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.08K- 18.04% |
$49.2K - $58.2K
|
4.92K
$300K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 14.23% |
$49.7K - $58.9K
|
6.59K
$403K
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-1.1K- 9.35% |
$49.9K - $59.1K
|
10.6K
$650K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.11K- 12.88% |
$50.6K - $59.9K
|
7.53K
$460K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.12K- 21.28% |
$50.7K - $60K
|
4.13K
$252K
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
SELL
|
- |
-1.18K- 14.73% |
$53.6K - $63.5K
|
6.82K
$417K
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.19K- 20.0% |
$53.9K - $63.8K
|
4.74K
$290K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.19K- 12.31% |
$53.9K - $63.8K
|
8.45K
$516K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.21K- 19.73% |
$54.8K - $64.9K
|
4.91K
$300K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 6.89% |
$54.9K - $65K
|
16.3K
$997K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.23K- 9.85% |
$55.7K - $65.9K
|
11.2K
$685K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.23K- 5.23% |
$55.9K - $66.3K
|
22.3K
$1.36M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 16.28% |
$56.1K - $66.4K
|
6.35K
$388K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.33K- 4.78% |
$60.6K - $71.8K
|
26.6K
$1.62M
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-1.46K- 5.61% |
$66.5K - $78.8K
|
24.6K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.47K- 23.6% |
$66.9K - $79.3K
|
4.77K
$291K
|