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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16.5K- 30.28% |
$971K - $1.07M
|
38K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-17.8K- 1.67% |
$1.05M - $1.15M
|
1.04M
$64.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.8K- 0.78% |
$1.05M - $1.16M
|
2.26M
$139M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20.3K- 3.15% |
$1.2M - $1.32M
|
624K
$38.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-20.8K- 20.61% |
$1.22M - $1.34M
|
79.9K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-24.6K- 8.75% |
$1.45M - $1.59M
|
256K
$15.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-26.6K- 0.78% |
$1.57M - $1.72M
|
3.39M
$208M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31.8K- 41.2% |
$1.87M - $2.06M
|
45.4K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-32.1K- 51.69% |
$1.89M - $2.08M
|
30K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-34.8K- 12.61% |
$2.05M - $2.26M
|
241K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-36.5K- 20.81% |
$2.15M - $2.36M
|
139K
$8.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-39.2K- 47.44% |
$2.31M - $2.54M
|
43.5K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.3K- 3.21% |
$2.43M - $2.68M
|
1.24M
$76.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-42.9K- 15.62% |
$2.53M - $2.78M
|
232K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45.1K- 91.08% |
$2.65M - $2.92M
|
4.42K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-61.5K- 20.37% |
$3.62M - $3.98M
|
240K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-91.2K- 39.54% |
$5.37M - $5.91M
|
139K
$8.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-187K- 45.74% |
$11M - $12.1M
|
222K
$13.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-288K- 98.38% |
$17M - $18.7M
|
4.74K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-667K- 46.72% |
$39.3M - $43.2M
|
761K
$46.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-884K- 98.3% |
$52M - $57.3M
|
15.3K
$936K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.06M- 95.92% |
$62.1M - $68.4M
|
44.8K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.65M- 50.14% |
$391M - $431M
|
6.61M
$405M
|