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 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
127KNew |
$5.78M - $6.85M
|
127K
$7.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
127KNew |
$5.77M - $6.83M
|
127K
$7.39M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
126K+ 1550.77% |
$5.72M - $6.77M
|
134K
$7.8M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
116K+ 34.86% |
$5.28M - $6.25M
|
449K
$26.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
113K+ 10.24% |
$5.13M - $6.08M
|
1.22M
$70.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
111KNew |
$5.03M - $5.96M
|
111K
$6.45M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
105K+ 1862.53% |
$4.76M - $5.63M
|
110K
$6.42M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
104K+ 18.7% |
$4.75M - $5.62M
|
663K
$38.6M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
101KNew |
$4.57M - $5.41M
|
101K
$5.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
99.7KNew |
$4.53M - $5.37M
|
99.7K
$5.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
98.9KNew |
$4.5M - $5.33M
|
98.9K
$5.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
93.9KNew |
$4.27M - $5.06M
|
93.9K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
91.5K+ 34.9% |
$4.16M - $4.93M
|
354K
$20.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
91.1K+ 127.13% |
$4.14M - $4.9M
|
163K
$9.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
88.6K+ 98.38% |
$4.03M - $4.77M
|
179K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
84.9K+ 16.7% |
$3.86M - $4.57M
|
593K
$34.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
84.4K+ 9.57% |
$3.83M - $4.54M
|
966K
$56.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
83.2K+ 56.18% |
$3.78M - $4.48M
|
231K
$13.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
80.5K+ 2.48% |
$3.66M - $4.33M
|
3.33M
$194M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
80.2K+ 92.89% |
$3.65M - $4.32M
|
167K
$9.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
71.7K+ 19.48% |
$3.26M - $3.86M
|
440K
$25.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
70.9KNew |
$3.22M - $3.82M
|
70.9K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
70.4K+ 17.86% |
$3.2M - $3.79M
|
465K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
70.1KNew |
$3.18M - $3.77M
|
70.1K
$4.08M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
67.5K+ 10.29% |
$3.07M - $3.64M
|
724K
$42.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
67KNew |
$3.05M - $3.61M
|
67K
$3.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
66.1KNew |
$3M - $3.56M
|
66.1K
$3.85M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
66K+ 36.8% |
$3M - $3.55M
|
245K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
64KNew |
$2.91M - $3.45M
|
64K
$3.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
60.2K+ 16.04% |
$2.74M - $3.24M
|
435K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
60K+ 92.31% |
$2.73M - $3.23M
|
125K
$7.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
59.7KNew |
$2.71M - $3.21M
|
59.7K
$3.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57.5K+ 28.93% |
$2.61M - $3.1M
|
256K
$14.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
56.6K+ 5.15% |
$2.57M - $3.05M
|
1.16M
$67.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
56K+ 43.84% |
$2.54M - $3.01M
|
184K
$10.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
53K+ 14.88% |
$2.41M - $2.85M
|
409K
$23.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
51.2K+ 12.32% |
$2.32M - $2.75M
|
466K
$27.2M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50.7K+ 189.06% |
$2.31M - $2.73M
|
77.6K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
49.8KNew |
$2.26M - $2.68M
|
49.8K
$2.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
49.6KNew |
$2.25M - $2.67M
|
49.6K
$2.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
49KNew |
$2.23M - $2.64M
|
49K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
48.3KNew |
$2.19M - $2.6M
|
48.3K
$2.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
47.2KNew |
$2.15M - $2.54M
|
47.2K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.3K+ 14.83% |
$2.01M - $2.38M
|
343K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
42.6K+ 303.53% |
$1.94M - $2.29M
|
56.6K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
BUY
|
- |
40.9K+ 5.49% |
$1.86M - $2.2M
|
785K
$45.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
37.6KNew |
$1.71M - $2.03M
|
37.6K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1KNew |
$1.68M - $2M
|
37.1K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
36.9KNew |
$1.68M - $1.99M
|
36.9K
$2.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
36.1KNew |
$1.64M - $1.94M
|
36.1K
$2.1M
|