Latest Institutional Transactions on Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information on the latest institutional transactions involving Vanguard Star Fd Vanguard Tota (VXUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.26KNew |
$189K - $213K
|
3.26K
$192K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 0.95% |
$83.2K - $93.7K
|
149K
$8.81M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-158- 0.99% |
$9.17K - $10.3K
|
15.8K
$931K
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
52+ 0.2% |
$3.02K - $3.4K
|
25.7K
$1.51M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.78K+ 0.23% |
$161K - $182K
|
1.23M
$72.8M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.48K- 14.08% |
$85.9K - $96.8K
|
9.04K
$534K
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
55+ 0.71% |
$3.19K - $3.6K
|
7.85K
$463K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
239+ 52.3% |
$13.9K - $15.6K
|
696
$41.1K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.0% |
$58 - $65.4
|
20.5K
$1.21M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-128- 0.42% |
$7.43K - $8.37K
|
30.7K
$1.81M
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.8K+ 0.44% |
$278K - $313K
|
1.09M
$64.2M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
568+ 2.62% |
$33K - $37.1K
|
22.2K
$1.31M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-134- 3.0% |
$7.78K - $8.76K
|
4.33K
$255K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.85K+ 8.26% |
$107K - $121K
|
24.2K
$1.43M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
23.1K+ 7.07% |
$1.34M - $1.51M
|
351K
$20.7M
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-142- 0.76% |
$8.24K - $9.28K
|
18.7K
$1.1M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-808- 3.09% |
$46.9K - $52.8K
|
25.3K
$1.49M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.59K+ 1.84% |
$150K - $169K
|
143K
$8.46M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.28K- 7.22% |
$74.4K - $83.8K
|
16.5K
$972K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.1K- 1.13% |
$1.51M - $1.71M
|
2.28M
$135M
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-600- 13.85% |
$34.8K - $39.2K
|
3.73K
$220K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4+ 0.08% |
$232 - $261
|
4.77K
$281K
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4+ 0.17% |
$232 - $261
|
2.39K
$141K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-32- 0.49% |
$1.86K - $2.09K
|
6.47K
$382K
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.07K- 0.75% |
$61.9K - $69.7K
|
141K
$8.3M
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-77.5K- 48.39% |
$4.5M - $5.07M
|
82.7K
$4.88M
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
5KNew |
$290K - $327K
|
5K
$295K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
700New |
$40.6K - $45.8K
|
700
$41.3K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-806- 1.27% |
$46.8K - $52.7K
|
62.6K
$3.7M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-634- 1.32% |
$36.8K - $41.4K
|
47.2K
$2.79M
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-83- 2.38% |
$4.82K - $5.43K
|
3.4K
$201K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
101+ 0.42% |
$5.86K - $6.6K
|
24.1K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-100K- 95.17% |
$5.83M - $6.57M
|
5.1K
$301K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-150- 2.65% |
$8.7K - $9.81K
|
5.52K
$326K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
22.1K+ 38.32% |
$1.28M - $1.44M
|
79.7K
$4.71M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
661+ 13.93% |
$38.4K - $43.2K
|
5.41K
$319K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12+ 0.33% |
$696 - $784
|
3.67K
$217K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 2.87% |
$116K - $131K
|
71.9K
$4.25M
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.7K- 16.64% |
$331K - $372K
|
28.5K
$1.68M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.4K+ 10.57% |
$81.4K - $91.6K
|
14.7K
$865K
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
50.1K+ 8.38% |
$2.91M - $3.28M
|
648K
$38.2M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.16K- 6.16% |
$126K - $141K
|
33K
$1.94M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-374- 7.25% |
$21.7K - $24.4K
|
4.78K
$282K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
560+ 3.37% |
$32.5K - $36.6K
|
17.2K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.5K+ 2.2% |
$667K - $751K
|
533K
$31.4M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-499- 0.52% |
$29K - $32.6K
|
95.7K
$5.65M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
98.6K+ 10.05% |
$5.72M - $6.45M
|
1.08M
$63.8M
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
12.8K+ 13.15% |
$742K - $836K
|
110K
$6.5M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
80New |
$4.64K - $5.23K
|
80
$4.72K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
20.9K+ 4.06% |
$1.21M - $1.36M
|
535K
$31.6M
|