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 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.89K+ 22.6% |
$85.7K - $102K
|
10.2K
$596K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.87K+ 8.21% |
$84.8K - $100K
|
24.6K
$1.43M
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$78.4K - $92.9K
|
1.73K
$100K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.7K+ 29.11% |
$77.4K - $91.7K
|
7.56K
$440K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.68K+ 18.61% |
$76.1K - $90.2K
|
10.7K
$622K
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
1.67K+ 39.36% |
$75.8K - $89.7K
|
5.9K
$344K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.57K+ 2.86% |
$71.5K - $84.7K
|
56.6K
$3.3M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.55KNew |
$70.4K - $83.4K
|
1.55K
$90.3K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$70K - $83K
|
1.54K
$89.7K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.45KNew |
$65.8K - $77.9K
|
1.45K
$84.3K
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.41K+ 3.23% |
$63.9K - $75.7K
|
44.9K
$2.61M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 1.34% |
$63.6K - $75.4K
|
106K
$6.17M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.4K+ 2.95% |
$63.6K - $75.3K
|
48.7K
$2.84M
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
1.37K+ 3.74% |
$62.3K - $73.7K
|
38K
$2.21M
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.35K+ 3.01% |
$61.4K - $72.7K
|
46.1K
$2.69M
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.32K+ 1.72% |
$60K - $71.1K
|
78.3K
$4.56M
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.29K+ 19.34% |
$58.8K - $69.7K
|
7.99K
$465K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.25K+ 36.94% |
$56.6K - $67K
|
4.62K
$269K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.22K+ 96.97% |
$55.4K - $65.6K
|
2.47K
$144K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.21K+ 126.26% |
$54.9K - $65K
|
2.16K
$126K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 3.32% |
$53.9K - $63.9K
|
37K
$2.15M
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.18K+ 1.15% |
$53.7K - $63.6K
|
104K
$6.03M
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.17K+ 0.73% |
$53K - $62.8K
|
162K
$9.43M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.16K+ 3.73% |
$52.9K - $62.7K
|
32.4K
$1.89M
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.1K+ 12.36% |
$50K - $59.2K
|
10K
$582K
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.09K+ 5.33% |
$49.4K - $58.6K
|
21.5K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.07K+ 0.69% |
$48.6K - $57.5K
|
157K
$9.14M
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 13.54% |
$47.2K - $55.9K
|
8.7K
$507K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.02K+ 15.47% |
$46.3K - $54.9K
|
7.6K
$443K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
997+ 59.99% |
$45.3K - $53.7K
|
2.66K
$155K
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
982+ 4.07% |
$44.6K - $52.9K
|
25.1K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
962+ 32.07% |
$43.7K - $51.8K
|
3.96K
$231K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
938+ 21.1% |
$42.6K - $50.5K
|
5.38K
$313K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
913+ 15.85% |
$41.5K - $49.1K
|
6.67K
$389K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
838+ 12.58% |
$38.1K - $45.1K
|
7.5K
$437K
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
837+ 177.71% |
$38K - $45.1K
|
1.31K
$76.2K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
820+ 2.49% |
$37.3K - $44.1K
|
33.7K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
752+ 6.51% |
$34.2K - $40.5K
|
12.3K
$717K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
744New |
$33.8K - $40K
|
744
$43.3K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
724+ 9.31% |
$32.9K - $39K
|
8.5K
$495K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
710New |
$32.3K - $38.2K
|
710
$41.3K
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
692+ 0.78% |
$31.5K - $37.3K
|
89.9K
$5.23M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
689+ 2.74% |
$31.3K - $37.1K
|
25.9K
$1.51M
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
689+ 2.51% |
$31.3K - $37.1K
|
28.1K
$1.64M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
687+ 3.92% |
$31.2K - $37K
|
18.2K
$1.06M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
665+ 7.74% |
$30.2K - $35.8K
|
9.26K
$539K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
618New |
$28.1K - $33.3K
|
618
$36K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
602New |
$27.4K - $32.4K
|
602
$35.1K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
593+ 0.39% |
$27K - $31.9K
|
151K
$8.79M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
593+ 0.39% |
$27K - $31.9K
|
151K
$8.79M
|