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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
29.7KNew |
$1.51M - $1.72M
|
29.7K
$1.81M
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
29.3K+ 8.53% |
$1.49M - $1.7M
|
372K
$22.7M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
29.1K+ 53.18% |
$1.49M - $1.69M
|
83.9K
$5.11M
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
28.4K+ 5.99% |
$1.45M - $1.64M
|
502K
$30.6M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
28.2KNew |
$1.44M - $1.64M
|
28.2K
$1.72M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
28.2K+ 194.17% |
$1.44M - $1.63M
|
42.6K
$2.6M
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
27.3K+ 13.6% |
$1.4M - $1.59M
|
229K
$13.9M
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
26.3KNew |
$1.34M - $1.52M
|
26.3K
$1.6M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.2K+ 148.07% |
$1.34M - $1.52M
|
43.9K
$2.67M
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
25.7KNew |
$1.31M - $1.49M
|
25.7K
$1.57M
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
25.6K+ 2.75% |
$1.31M - $1.48M
|
957K
$58.3M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.2K+ 31.05% |
$1.29M - $1.46M
|
106K
$6.47M
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
24.7K+ 12.36% |
$1.26M - $1.43M
|
224K
$13.7M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
23.9K+ 4.91% |
$1.22M - $1.38M
|
510K
$31M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
23.5K+ 4.58% |
$1.2M - $1.36M
|
537K
$32.7M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.4K+ 108.75% |
$1.2M - $1.36M
|
45K
$2.74M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.1K+ 0.77% |
$1.18M - $1.34M
|
3.04M
$185M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
22.5KNew |
$1.15M - $1.3M
|
22.5K
$1.37M
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
22.3K+ 47.32% |
$1.14M - $1.29M
|
69.4K
$4.23M
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
22.1K+ 2.2% |
$1.13M - $1.28M
|
1.02M
$62.4M
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
22K+ 4.96% |
$1.12M - $1.27M
|
464K
$28.3M
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
21.9KNew |
$1.12M - $1.27M
|
21.9K
$1.33M
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21.8K+ 26.01% |
$1.11M - $1.26M
|
106K
$6.43M
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
21.4KNew |
$1.09M - $1.24M
|
21.4K
$1.3M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.2K+ 20.12% |
$1.08M - $1.23M
|
127K
$7.71M
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
21.1K+ 5.22% |
$1.08M - $1.22M
|
426K
$26M
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
21KNew |
$1.07M - $1.22M
|
21K
$1.28M
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
20.6KNew |
$1.05M - $1.2M
|
20.6K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.9K+ 0.79% |
$1.02M - $1.15M
|
2.55M
$156M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.8KNew |
$1.01M - $1.15M
|
19.8K
$1.2M
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
19.8K+ 3.01% |
$1.01M - $1.15M
|
676K
$41.2M
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
19.5KNew |
$995K - $1.13M
|
19.5K
$1.19M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
18K+ 78.23% |
$919K - $1.04M
|
41K
$2.5M
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
17.9KNew |
$914K - $1.04M
|
17.9K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17.8K+ 15.86% |
$911K - $1.03M
|
130K
$7.94M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
17.8K+ 4.89% |
$910K - $1.03M
|
382K
$23.3M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.5KNew |
$891K - $1.01M
|
17.5K
$1.06M
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
17.4K+ 3.77% |
$888K - $1.01M
|
479K
$29.2M
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.4K+ 3.85% |
$888K - $1.01M
|
469K
$28.6M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 5.73% |
$885K - $1M
|
320K
$19.5M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16.8K+ 14.76% |
$860K - $976K
|
131K
$7.97M
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
16.6KNew |
$848K - $963K
|
16.6K
$1.01M
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
16.5K+ 340.56% |
$844K - $958K
|
21.4K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.4K+ 28.09% |
$837K - $951K
|
74.8K
$4.55M
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
16.3K+ 1.74% |
$832K - $944K
|
954K
$58.1M
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
16.3KNew |
$832K - $944K
|
16.3K
$992K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.3K+ 2.6% |
$831K - $944K
|
642K
$39.1M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
16.2K+ 77.47% |
$828K - $940K
|
37.2K
$2.26M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15.9K+ 47.21% |
$810K - $920K
|
49.5K
$3.01M
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
15.6K+ 1.9% |
$797K - $904K
|
837K
$51M
|