Purchases and Sales Made in Q4 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
36.2M+ 2386.75% |
$1.85B - $2.1B
|
37.7M
$2.3B
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27M+ 1900.34% |
$1.38B - $1.56B
|
28.4M
$1.73B
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
14.8M+ 16265.34% |
$755M - $857M
|
14.9M
$908M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.34MNew |
$119M - $135M
|
2.34M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 10.11% |
$54.7M - $62.1M
|
11.7M
$713M
|
|
|
Feb 02, 2024
Q4 2023
|
Oikos Holdings LLC
|
BUY
|
- |
993K+ 108.43% |
$50.7M - $57.5M
|
1.91M
$117M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
905K+ 13.06% |
$46.2M - $52.5M
|
7.83M
$478M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
774KNew |
$39.5M - $44.9M
|
774K
$47.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
765KNew |
$39M - $44.3M
|
765K
$46.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
624KNew |
$31.9M - $36.2M
|
624K
$38.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
568K+ 107.11% |
$29M - $32.9M
|
1.1M
$67.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
505KNew |
$25.8M - $29.2M
|
505K
$30.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
443K+ 59.21% |
$22.6M - $25.7M
|
1.19M
$72.8M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
423KNew |
$21.6M - $24.5M
|
423K
$25.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
381KNew |
$19.5M - $22.1M
|
381K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
310K+ 8.16% |
$15.8M - $18M
|
4.11M
$251M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
275KNew |
$14M - $15.9M
|
275K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
258KNew |
$13.2M - $14.9M
|
258K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
238KNew |
$12.1M - $13.8M
|
238K
$14.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
220KNew |
$11.2M - $12.7M
|
220K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
214K+ 42.35% |
$10.9M - $12.4M
|
719K
$43.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
201K+ 45.01% |
$10.2M - $11.6M
|
646K
$39.5M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
182KNew |
$9.29M - $10.6M
|
182K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
178K+ 7.26% |
$9.09M - $10.3M
|
2.63M
$160M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 1.87% |
$8.63M - $9.79M
|
9.21M
$562M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
168K+ 1.45% |
$8.57M - $9.72M
|
11.8M
$719M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
159KNew |
$8.12M - $9.22M
|
159K
$9.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148K+ 7.06% |
$7.55M - $8.57M
|
2.24M
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
137KNew |
$7.01M - $7.96M
|
137K
$8.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
127KNew |
$6.47M - $7.35M
|
127K
$7.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
117K+ 19.81% |
$5.99M - $6.8M
|
709K
$43.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116KNew |
$5.92M - $6.72M
|
116K
$7.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
116KNew |
$5.91M - $6.71M
|
116K
$7.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
113KNew |
$5.77M - $6.54M
|
113K
$6.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
103K+ 719.55% |
$5.27M - $5.98M
|
117K
$7.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99.6K+ 19.19% |
$5.09M - $5.77M
|
619K
$37.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
98.8K+ 4.76% |
$5.04M - $5.72M
|
2.17M
$133M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
96.9K+ 24.38% |
$4.95M - $5.62M
|
494K
$30.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
94.4K+ 2.94% |
$4.82M - $5.47M
|
3.31M
$202M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90.9K+ 11.54% |
$4.64M - $5.27M
|
879K
$53.7M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
89.8KNew |
$4.59M - $5.21M
|
89.8K
$5.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
85.9K+ 3.79% |
$4.39M - $4.98M
|
2.35M
$144M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
81.8KNew |
$4.17M - $4.74M
|
81.8K
$4.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
81.3KNew |
$4.15M - $4.71M
|
81.3K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
79.2K+ 5.45% |
$4.04M - $4.59M
|
1.53M
$93.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
73.7K+ 10.43% |
$3.76M - $4.27M
|
780K
$47.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
69.2K+ 7.09% |
$3.53M - $4.01M
|
1.05M
$63.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
68.6KNew |
$3.5M - $3.98M
|
68.6K
$4.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
68.4K+ 929.34% |
$3.49M - $3.97M
|
75.8K
$4.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
67.8KNew |
$3.46M - $3.93M
|
67.8K
$4.14M
|