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 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8.48K- 20.38% |
$386K - $457K
|
33.1K
$1.93M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.53K- 22.84% |
$388K - $459K
|
28.8K
$1.68M
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-8.56K- 3.9% |
$389K - $461K
|
211K
$12.3M
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.57K- 0.28% |
$389K - $461K
|
3.01M
$176M
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9.08K- 37.09% |
$413K - $489K
|
15.4K
$897K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.6K- 84.2% |
$436K - $517K
|
1.8K
$105K
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-10.7K- 4.91% |
$485K - $575K
|
207K
$12.1M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11K- 27.57% |
$499K - $591K
|
28.8K
$1.68M
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-11.1KClosed |
$503K - $595K
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-11.3K- 2.34% |
$511K - $606K
|
469K
$27.3M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.3K- 8.82% |
$514K - $609K
|
117K
$6.81M
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-12.9K- 91.69% |
$586K - $694K
|
1.17K
$68.1K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.2K- 13.07% |
$599K - $710K
|
87.7K
$5.11M
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-13.5K- 31.96% |
$616K - $729K
|
28.8K
$1.68M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-13.7K- 28.93% |
$623K - $738K
|
33.7K
$1.96M
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 7.86% |
$630K - $746K
|
162K
$9.45M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-14K- 50.89% |
$638K - $756K
|
13.5K
$789K
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-14.3K- 13.01% |
$649K - $769K
|
95.5K
$5.56M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-14.9K- 45.78% |
$677K - $802K
|
17.6K
$1.03M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.9K- 5.16% |
$679K - $804K
|
274K
$16M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.2K- 3.08% |
$735K - $871K
|
510K
$29.7M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-17K- 13.45% |
$772K - $914K
|
109K
$6.36M
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-18K- 69.46% |
$818K - $969K
|
7.91K
$461K
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-18.1K- 57.0% |
$823K - $975K
|
13.7K
$796K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.1K- 12.72% |
$824K - $976K
|
124K
$7.24M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-18.3K- 18.08% |
$831K - $984K
|
82.8K
$4.82M
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-18.4K- 10.56% |
$837K - $991K
|
156K
$9.08M
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-18.9K- 14.62% |
$857K - $1.02M
|
110K
$6.41M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.9K- 4.16% |
$948K - $1.12M
|
480K
$28M
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-21.3K- 8.46% |
$968K - $1.15M
|
231K
$13.4M
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-21.6K- 28.29% |
$980K - $1.16M
|
54.7K
$3.18M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-24.2K- 31.33% |
$1.1M - $1.3M
|
53K
$3.09M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26K- 34.94% |
$1.18M - $1.4M
|
48.5K
$2.82M
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-26.5K- 17.75% |
$1.2M - $1.42M
|
123K
$7.14M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-28.4K- 3.58% |
$1.29M - $1.53M
|
765K
$44.5M
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-28.6K- 79.31% |
$1.3M - $1.54M
|
7.46K
$434K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.4K- 21.96% |
$1.34M - $1.58M
|
104K
$6.08M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-32.7K- 6.0% |
$1.49M - $1.76M
|
513K
$29.9M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 3.94% |
$1.59M - $1.88M
|
851K
$49.6M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.3K- 7.76% |
$1.61M - $1.9M
|
420K
$24.4M
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-38.5K- 15.04% |
$1.75M - $2.07M
|
217K
$12.7M
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-38.7K- 28.5% |
$1.76M - $2.08M
|
97.1K
$5.65M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-40.6K- 83.62% |
$1.85M - $2.19M
|
7.95K
$463K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-41.7K- 20.43% |
$1.9M - $2.25M
|
162K
$9.46M
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43.5K- 24.75% |
$1.98M - $2.34M
|
132K
$7.7M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.4K- 8.24% |
$2.06M - $2.44M
|
505K
$29.4M
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-50.2K- 10.63% |
$2.28M - $2.7M
|
422K
$24.6M
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-52.6K- 29.36% |
$2.39M - $2.83M
|
127K
$7.37M
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-54.4K- 10.83% |
$2.47M - $2.93M
|
448K
$26.1M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-64.1K- 99.96% |
$2.91M - $3.45M
|
23
$1.34K
|