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 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.71K+ 6.4% |
$259K - $307K
|
94.8K
$5.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$258K - $305K
|
5.68K
$347K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.65K+ 2307.35% |
$257K - $304K
|
5.9K
$360K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.64KNew |
$256K - $303K
|
5.64K
$344K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
5.56KNew |
$253K - $299K
|
5.56K
$339K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.47KNew |
$249K - $294K
|
5.47K
$334K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
5.44K+ 3.82% |
$247K - $293K
|
148K
$9.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.42KNew |
$246K - $292K
|
5.42K
$331K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.41K+ 82.2% |
$246K - $291K
|
12K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.39K+ 5.72% |
$245K - $290K
|
99.5K
$6.08M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.38KNew |
$244K - $289K
|
5.38K
$328K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.32KNew |
$242K - $286K
|
5.32K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.28K+ 89.95% |
$240K - $284K
|
11.2K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.15K+ 37.22% |
$234K - $277K
|
19K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.12KNew |
$233K - $276K
|
5.12K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
5.11KNew |
$232K - $275K
|
5.11K
$312K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.1K+ 15.93% |
$232K - $275K
|
37.1K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.06KNew |
$230K - $272K
|
5.06K
$309K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.05KNew |
$230K - $272K
|
5.05K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.04K+ 70.8% |
$229K - $271K
|
12.1K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
5KNew |
$227K - $269K
|
5K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.98KNew |
$226K - $268K
|
4.98K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.94KNew |
$225K - $266K
|
4.94K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.72KNew |
$215K - $254K
|
4.72K
$288K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.71K+ 1.55% |
$214K - $253K
|
309K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.68KNew |
$213K - $252K
|
4.68K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.63K+ 6.28% |
$211K - $249K
|
78.5K
$4.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.57K+ 91.14% |
$208K - $246K
|
9.58K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.56K+ 4.57% |
$207K - $245K
|
104K
$6.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.55K+ 8.44% |
$207K - $245K
|
58.4K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.51KNew |
$205K - $243K
|
4.51K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.49KNew |
$204K - $242K
|
4.49K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$201K - $238K
|
4.42K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.38K+ 51.94% |
$199K - $236K
|
12.8K
$783K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.38K+ 19.39% |
$199K - $236K
|
27K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.35K+ 4.14% |
$198K - $234K
|
110K
$6.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.33KNew |
$197K - $233K
|
4.33K
$264K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.32KNew |
$196K - $232K
|
4.32K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
4.31KNew |
$196K - $232K
|
4.31K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.29KNew |
$195K - $231K
|
4.29K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.24K+ 12.74% |
$193K - $228K
|
37.5K
$2.29M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
4.15K+ 69.22% |
$188K - $223K
|
10.1K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.15KNew |
$188K - $223K
|
4.15K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
4.13KNew |
$188K - $222K
|
4.13K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.12KNew |
$187K - $222K
|
4.12K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$185K - $219K
|
4.08K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.01KNew |
$182K - $216K
|
4.01K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.01K+ 3.36% |
$182K - $216K
|
123K
$7.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.01KNew |
$182K - $216K
|
4.01K
$245K
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$182K - $215K
|
4K
$244K
|