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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
17.3KNew |
$787K - $932K
|
17.3K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
17K+ 7.56% |
$771K - $913K
|
241K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.9KNew |
$766K - $908K
|
16.9K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.5K+ 237.54% |
$752K - $890K
|
23.5K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.5KNew |
$748K - $886K
|
16.5K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.3K+ 179.66% |
$741K - $877K
|
25.4K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.6KNew |
$710K - $841K
|
15.6K
$954K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.2K+ 17.06% |
$690K - $818K
|
104K
$6.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
15KNew |
$680K - $806K
|
15K
$914K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14.7K+ 8.6% |
$668K - $792K
|
186K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
14.7K+ 0.57% |
$666K - $789K
|
2.57M
$157M
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
14.6K+ 14.39% |
$663K - $785K
|
116K
$7.08M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
14.4K+ 3.53% |
$656K - $777K
|
423K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.3K+ 30.56% |
$651K - $772K
|
61.2K
$3.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.2KNew |
$646K - $766K
|
14.2K
$869K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
14K+ 6.28% |
$634K - $751K
|
236K
$14.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
13.7KNew |
$624K - $740K
|
13.7K
$839K
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
13.5KNew |
$614K - $727K
|
13.5K
$825K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.4K+ 3.34% |
$610K - $722K
|
415K
$25.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
13KNew |
$592K - $701K
|
13K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.9K+ 21.7% |
$587K - $695K
|
72.4K
$4.42M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
12.9KNew |
$586K - $694K
|
12.9K
$788K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$585K - $693K
|
12.9K
$786K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.6KNew |
$574K - $679K
|
12.6K
$771K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$571K - $676K
|
12.6K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4K+ 31.84% |
$563K - $667K
|
51.3K
$3.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.1KNew |
$549K - $650K
|
12.1K
$737K
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
11.9KNew |
$542K - $641K
|
11.9K
$728K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.9KNew |
$540K - $639K
|
11.9K
$725K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
11.6K+ 159.31% |
$529K - $627K
|
19K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
11.5K+ 2.27% |
$522K - $618K
|
516K
$31.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
11.3KNew |
$513K - $607K
|
11.3K
$689K
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11.1K+ 3.9% |
$506K - $599K
|
296K
$18.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
11.1K+ 63.05% |
$504K - $597K
|
28.7K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
11.1K+ 43.45% |
$504K - $596K
|
36.6K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
11K+ 24.99% |
$501K - $594K
|
55.2K
$3.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
11KNew |
$500K - $592K
|
11K
$672K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
11KNew |
$499K - $591K
|
11K
$670K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
10.8K+ 49.13% |
$491K - $581K
|
32.8K
$2M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
10.8KNew |
$490K - $580K
|
10.8K
$658K
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
10.6K+ 57.13% |
$482K - $570K
|
29.1K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10K+ 2.27% |
$454K - $538K
|
450K
$27.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9.95K+ 22.47% |
$452K - $536K
|
54.2K
$3.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
9.92K+ 2.91% |
$451K - $534K
|
351K
$21.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.68K+ 104.45% |
$440K - $521K
|
18.9K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9.59K+ 51.26% |
$436K - $516K
|
28.3K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.57K+ 45.82% |
$435K - $515K
|
30.5K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.43K+ 66.68% |
$429K - $508K
|
23.6K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.42KNew |
$428K - $507K
|
9.42K
$575K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.08K+ 14.19% |
$413K - $489K
|
73.1K
$4.46M
|