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 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
12.4KNew |
$733K - $807K
|
12.4K
$764K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
12.3K+ 27.5% |
$725K - $798K
|
57.1K
$3.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
11.9K+ 274.22% |
$700K - $771K
|
16.2K
$996K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.9K+ 9.74% |
$698K - $769K
|
134K
$8.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 83.37% |
$634K - $698K
|
23.7K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10.7KNew |
$632K - $696K
|
10.7K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10.7K+ 36.61% |
$628K - $691K
|
39.8K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 7.08% |
$622K - $685K
|
160K
$9.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
10.6KNew |
$622K - $685K
|
10.6K
$648K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 18.32% |
$608K - $670K
|
66.7K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10.2K+ 1.41% |
$598K - $658K
|
732K
$44.9M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
10KNew |
$590K - $650K
|
10K
$615K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.79K+ 14.66% |
$576K - $634K
|
76.5K
$4.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
9.75KNew |
$574K - $632K
|
9.75K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.68K+ 9.89% |
$570K - $627K
|
108K
$6.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.3KNew |
$548K - $603K
|
9.3K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
9.25KNew |
$545K - $600K
|
9.25K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
9.22KNew |
$543K - $597K
|
9.22K
$566K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
9.1K+ 46.99% |
$536K - $590K
|
28.5K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.82KNew |
$519K - $571K
|
8.82K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
8.65K+ 9.65% |
$509K - $561K
|
98.3K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.64K+ 217.52% |
$509K - $560K
|
12.6K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
8.62KNew |
$507K - $558K
|
8.62K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.56K+ 10.84% |
$504K - $554K
|
87.5K
$5.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.43K+ 43.81% |
$496K - $546K
|
27.7K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.41KNew |
$495K - $545K
|
8.41K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.38K+ 1.13% |
$493K - $543K
|
748K
$45.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.15K+ 12.7% |
$480K - $528K
|
72.3K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
8.06KNew |
$475K - $522K
|
8.06K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.01K+ 15.12% |
$472K - $519K
|
61K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
7.95K+ 210.71% |
$468K - $515K
|
11.7K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.88KNew |
$464K - $511K
|
7.88K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.83KNew |
$461K - $508K
|
7.83K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
7.47K+ 15.81% |
$440K - $484K
|
54.7K
$3.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
7.45KNew |
$439K - $483K
|
7.45K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
7.23KNew |
$426K - $468K
|
7.23K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
7.22KNew |
$425K - $468K
|
7.22K
$443K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.14K+ 44.07% |
$420K - $463K
|
23.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.07K+ 12.63% |
$416K - $458K
|
63K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.89K+ 98.32% |
$406K - $447K
|
13.9K
$853K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.85KNew |
$403K - $444K
|
6.85K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.73K+ 73.67% |
$396K - $436K
|
15.9K
$973K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.66KNew |
$392K - $432K
|
6.66K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6.61K+ 2.41% |
$389K - $428K
|
281K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.52KNew |
$384K - $423K
|
6.52K
$400K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.52KNew |
$384K - $423K
|
6.52K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.44K+ 1.11% |
$379K - $417K
|
587K
$36M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.36K+ 9.47% |
$375K - $412K
|
73.6K
$4.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.29KNew |
$370K - $408K
|
6.29K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
6.21KNew |
$366K - $403K
|
6.21K
$381K
|