Purchases and Sales Made in Q4 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2024. 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 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.84K+ 5.17% |
$108K - $119K
|
37.4K
$2.3M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.82K+ 32.95% |
$107K - $118K
|
7.34K
$450K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.78KNew |
$105K - $115K
|
1.78K
$109K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.7KNew |
$100K - $110K
|
1.7K
$104K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.68K+ 40.09% |
$98.7K - $109K
|
5.86K
$359K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.65K+ 14.77% |
$97.3K - $107K
|
12.8K
$788K
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.65K+ 18.44% |
$97.2K - $107K
|
10.6K
$650K
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1.65K+ 6.6% |
$97.2K - $107K
|
26.7K
$1.63M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.65K+ 5.96% |
$97K - $107K
|
29.3K
$1.8M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.65K+ 3.72% |
$96.9K - $107K
|
45.8K
$2.81M
|
|
Feb 13, 2025
Q4 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.64K+ 0.76% |
$96.5K - $106K
|
218K
$13.4M
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.59K+ 28.39% |
$93.8K - $103K
|
7.21K
$442K
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 0.32% |
$93.6K - $103K
|
494K
$30.3M
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.58K+ 9.67% |
$92.8K - $102K
|
17.9K
$1.1M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.56K+ 6.04% |
$91.9K - $101K
|
27.4K
$1.68M
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
BUY
|
- |
1.55K+ 0.54% |
$91.5K - $101K
|
288K
$17.6M
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.55K+ 21.49% |
$91K - $100K
|
8.74K
$536K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.54K+ 33.37% |
$90.4K - $99.5K
|
6.14K
$376K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.53K+ 2.28% |
$90.3K - $99.4K
|
68.8K
$4.22M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.52K+ 9.58% |
$89.7K - $98.8K
|
17.4K
$1.07M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.44K+ 0.05% |
$85K - $93.6K
|
2.65M
$162M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 7.98% |
$85K - $93.6K
|
19.5K
$1.2M
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.43K+ 3.72% |
$84K - $92.5K
|
39.8K
$2.44M
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 2.22% |
$83.7K - $92.1K
|
65.5K
$4.02M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.42K+ 11.17% |
$83.5K - $91.9K
|
14.1K
$866K
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.42K+ 1.01% |
$83.5K - $91.9K
|
142K
$8.72M
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.4K+ 4.95% |
$82.1K - $90.4K
|
29.6K
$1.81M
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.39K+ 5.46% |
$81.7K - $89.9K
|
26.8K
$1.64M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.39K+ 5.51% |
$81.6K - $89.8K
|
26.5K
$1.63M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.38K+ 12.09% |
$81.4K - $89.6K
|
12.8K
$786K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.35K+ 17.83% |
$79.4K - $87.4K
|
8.91K
$547K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.3K+ 13.01% |
$76.3K - $84K
|
11.3K
$690K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.26K+ 33.15% |
$74.2K - $81.7K
|
5.07K
$311K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.26K+ 10.36% |
$74K - $81.4K
|
13.4K
$820K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.24K+ 28.7% |
$73.1K - $80.5K
|
5.57K
$341K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 2.67% |
$72.8K - $80.2K
|
47.6K
$2.92M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.24K+ 5.66% |
$72.8K - $80.2K
|
23.1K
$1.42M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 2.28% |
$71.2K - $78.4K
|
54.2K
$3.32M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.19K+ 0.5% |
$70.3K - $77.4K
|
241K
$14.8M
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.14K+ 1.32% |
$67.2K - $73.9K
|
87.3K
$5.35M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.14KNew |
$67.1K - $73.9K
|
1.14K
$69.9K
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.14K+ 14.25% |
$67K - $73.7K
|
9.12K
$559K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.1K+ 13.98% |
$64.7K - $71.2K
|
8.95K
$549K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 2.73% |
$63.1K - $69.5K
|
40.3K
$2.47M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 3.23% |
$62.6K - $68.9K
|
34K
$2.08M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 8.11% |
$61.6K - $67.8K
|
14K
$856K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.04K+ 4.23% |
$61.5K - $67.7K
|
25.7K
$1.58M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.04K+ 1.41% |
$61K - $67.1K
|
74.5K
$4.57M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.03K+ 12.11% |
$60.8K - $66.9K
|
9.55K
$586K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.03K+ 4.77% |
$60.4K - $66.4K
|
22.5K
$1.38M
|