Signature Wealth Management Group Vanguard Star Fd Vanguard Tota Transaction History

Signature Wealth Management Group

$240 Million
Q2 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-84 Closed	0 $0
Q3 2018 Oct 30, 2018	SELL	N/A	-5 Reduced 5.62%	84 $4,000
Q1 2018 Apr 12, 2018	BUY	N/A	89 New	89 $5,000

Others Institutions Holding VXUS

# of Institutions

1,537

Shares Held

363M

Call Options Held

104K

Put Options Held

170K

Vanguard Group Inc Valley Forge, PA

81.7M
Shares

$6.1 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$1.24 Billion
0.09% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

13.4M
Shares

$1 Billion
3.81% of portfolio
Envestnet Asset Management Inc

12.6M
Shares

$937 Million
0.27% of portfolio
Ci Private Wealth, LLC Miami, FL

12.3M
Shares

$920 Million
1.25% of portfolio

About VANGUARD STAR FD VANGUARD TOTA

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