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 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.35K- 0.94% |
$152K - $180K
|
352K
$21.5M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.51K- 19.06% |
$159K - $189K
|
14.9K
$909K
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-3.51K- 15.97% |
$159K - $189K
|
18.4K
$1.13M
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.6K- 4.64% |
$164K - $194K
|
73.9K
$4.51M
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.61K- 0.55% |
$164K - $194K
|
651K
$39.7M
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-3.63K- 86.93% |
$165K - $195K
|
545
$33.3K
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.67K- 5.09% |
$167K - $198K
|
68.5K
$4.18M
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.69K- 10.71% |
$168K - $199K
|
30.8K
$1.88M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.7K- 28.47% |
$168K - $199K
|
9.29K
$568K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.7K- 28.47% |
$168K - $199K
|
9.29K
$568K
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-3.77K- 6.3% |
$171K - $203K
|
56.1K
$3.42M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.79K- 14.5% |
$172K - $204K
|
22.3K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.8K- 29.29% |
$173K - $205K
|
9.18K
$561K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.9K- 16.95% |
$177K - $210K
|
19.1K
$1.17M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.06K- 81.62% |
$184K - $218K
|
913
$55.8K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.1K- 4.7% |
$186K - $221K
|
83.1K
$5.08M
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.42K- 13.89% |
$201K - $238K
|
27.4K
$1.67M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-4.54K- 64.86% |
$207K - $245K
|
2.46K
$150K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.61K- 0.91% |
$210K - $248K
|
503K
$30.7M
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.63K- 7.74% |
$210K - $249K
|
55.2K
$3.37M
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.68K- 26.62% |
$213K - $252K
|
12.9K
$787K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.72K- 54.6% |
$214K - $254K
|
3.92K
$239K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.78K- 31.65% |
$217K - $257K
|
10.3K
$631K
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.8K- 22.94% |
$218K - $258K
|
16.1K
$984K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-4.84K- 36.91% |
$220K - $261K
|
8.27K
$505K
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.89K- 43.09% |
$222K - $263K
|
6.46K
$394K
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-4.92K- 4.36% |
$224K - $265K
|
108K
$6.6M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.2K- 25.02% |
$236K - $280K
|
15.6K
$951K
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.36K- 28.05% |
$244K - $288K
|
13.7K
$840K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.41K- 41.39% |
$246K - $291K
|
7.67K
$468K
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-5.59KClosed |
$254K - $301K
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.69K- 27.38% |
$259K - $306K
|
15.1K
$922K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.81K- 16.68% |
$264K - $313K
|
29K
$1.77M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.82K- 44.71% |
$265K - $314K
|
7.2K
$440K
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.98K- 32.44% |
$272K - $322K
|
12.5K
$761K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.02K- 87.3% |
$274K - $324K
|
876
$53.5K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.16K- 23.11% |
$280K - $332K
|
20.5K
$1.25M
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-6.18K- 40.89% |
$281K - $333K
|
8.94K
$546K
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-6.39K- 12.07% |
$290K - $344K
|
46.5K
$2.84M
|
|
Jan 31, 2023
Q4 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-6.49K- 14.8% |
$295K - $349K
|
37.3K
$2.28M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6.52K- 98.92% |
$296K - $351K
|
71
$4.34K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.54K- 24.73% |
$297K - $352K
|
19.9K
$1.22M
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-6.64K- 3.6% |
$302K - $357K
|
178K
$10.9M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.69K- 4.33% |
$304K - $360K
|
148K
$9.04M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-6.88K- 8.21% |
$313K - $370K
|
76.9K
$4.7M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.09K- 7.79% |
$322K - $382K
|
84K
$5.13M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.51K- 5.43% |
$341K - $404K
|
131K
$7.99M
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-7.63K- 6.93% |
$347K - $411K
|
103K
$6.26M
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-8.06K- 9.23% |
$366K - $434K
|
79.2K
$4.84M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.42K- 39.4% |
$383K - $453K
|
13K
$791K
|