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 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
9.01KNew |
$410K - $485K
|
9.01K
$525K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.85K+ 69.2% |
$402K - $476K
|
21.6K
$1.26M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.73KNew |
$397K - $470K
|
8.73K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.7KNew |
$395K - $468K
|
8.7K
$506K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.64K+ 19.83% |
$392K - $465K
|
52.2K
$3.04M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
8.59KNew |
$390K - $462K
|
8.59K
$500K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
8.57KNew |
$389K - $461K
|
8.57K
$499K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.34K+ 23.27% |
$379K - $449K
|
44.2K
$2.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.33K+ 26.7% |
$379K - $448K
|
39.5K
$2.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.3K+ 28.73% |
$377K - $447K
|
37.2K
$2.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
8.3K+ 3.68% |
$377K - $447K
|
234K
$13.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
8.14K+ 4.41% |
$370K - $438K
|
193K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7.97K+ 10.05% |
$362K - $429K
|
87.3K
$5.08M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.49KNew |
$341K - $403K
|
7.49K
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7.49KNew |
$340K - $403K
|
7.49K
$436K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7.49KNew |
$340K - $403K
|
7.49K
$436K
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.48K+ 19.18% |
$340K - $403K
|
46.5K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.44K+ 196.88% |
$338K - $400K
|
11.2K
$653K
|
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
7.43K+ 1.08% |
$338K - $400K
|
696K
$40.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
7.43KNew |
$338K - $400K
|
7.43K
$433K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
7.31KNew |
$332K - $393K
|
7.31K
$425K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.23KNew |
$329K - $389K
|
7.23K
$421K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.1K+ 10.94% |
$323K - $382K
|
72K
$4.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.09K+ 55.43% |
$322K - $382K
|
19.9K
$1.16M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
7.07KNew |
$321K - $381K
|
7.07K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.05K+ 109.93% |
$321K - $380K
|
13.5K
$784K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.03K+ 70.5% |
$320K - $379K
|
17K
$991K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.03K+ 13.54% |
$320K - $379K
|
59K
$3.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
6.88K+ 2.37% |
$313K - $370K
|
297K
$17.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.86K+ 30.08% |
$312K - $369K
|
29.6K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.84KNew |
$311K - $368K
|
6.84K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
6.79KNew |
$309K - $365K
|
6.79K
$395K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
6.77K+ 2918.53% |
$308K - $364K
|
7K
$408K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$307K - $364K
|
6.76K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6.59K+ 32.27% |
$299K - $355K
|
27K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.48K+ 2.45% |
$295K - $349K
|
271K
$15.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.39KNew |
$291K - $344K
|
6.39K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.38K+ 7.72% |
$290K - $343K
|
89K
$5.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.37KNew |
$290K - $343K
|
6.37K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.34K+ 60.92% |
$288K - $341K
|
16.7K
$975K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.32KNew |
$287K - $340K
|
6.32K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.31K+ 37.47% |
$287K - $340K
|
23.1K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
6.2K+ 7.04% |
$282K - $334K
|
94.3K
$5.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
6.17K+ 3.55% |
$280K - $332K
|
180K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
6.15K+ 32.04% |
$280K - $331K
|
25.3K
$1.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.14KNew |
$279K - $331K
|
6.14K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.13K+ 28.05% |
$278K - $330K
|
28K
$1.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6.01KNew |
$273K - $324K
|
6.01K
$350K
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.91K+ 3.37% |
$269K - $318K
|
182K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.83K+ 45.37% |
$265K - $314K
|
18.7K
$1.09M
|