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 |
---|---|---|---|---|---|---|---|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-165- 1.89% |
$8.96K - $9.53K
|
8.59K
$605K
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
23.4KNew |
$1.27M - $1.35M
|
23.4K
$1.65M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.45% |
$1.09K - $1.16K
|
4.47K
$315K
|
|
Q1 2023 | |||||||
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.9KNew |
$98.9K - $108K
|
1.9K
$134K
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.8KNew |
$1.34M - $1.46M
|
25.8K
$1.82M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.15KNew |
$216K - $235K
|
4.15K
$292K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.21K+ 40.96% |
$115K - $125K
|
7.59K
$534K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
8.2KNew |
$427K - $465K
|
8.2K
$578K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
470+ 11.99% |
$24.5K - $26.7K
|
4.39K
$309K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
35.8KNew |
$1.87M - $2.03M
|
35.8K
$2.52M
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
93New |
$4.84K - $5.28K
|
93
$6.55K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.6K- 87.39% |
$83.4K - $90.8K
|
231
$16.3K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
138KNew |
$7.19M - $7.83M
|
138K
$9.73M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
28New |
$1.46K - $1.59K
|
28
$1.97K
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.79KNew |
$197K - $215K
|
3.79K
$267K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
135New |
$7.03K - $7.66K
|
135
$9.51K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-30- 7.94% |
$1.56K - $1.7K
|
348
$24.5K
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-781- 10.9% |
$40.7K - $44.3K
|
6.38K
$449K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-789- 9.63% |
$41.1K - $44.8K
|
7.41K
$522K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
64.2KNew |
$3.34M - $3.64M
|
64.2K
$4.52M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 18136.62% |
$671K - $731K
|
12.9K
$912K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$5.21K - $5.67K
|
100
$7.04K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$59.9K - $65.3K
|
1.15K
$81.1K
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
900+ 18.58% |
$46.9K - $51.1K
|
5.75K
$405K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-16.4K- 99.79% |
$854K - $931K
|
35
$2.47K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-43- 0.28% |
$2.24K - $2.44K
|
15.2K
$1.07M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-927- 35.65% |
$48.3K - $52.6K
|
1.67K
$118K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.1KNew |
$213K - $233K
|
4.1K
$289K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.54KNew |
$288K - $314K
|
5.54K
$390K
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.08K- 3.78% |
$56.1K - $61.2K
|
27.4K
$1.93M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.76K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$661K - $720K
|
12.7K
$894K
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-272- 68.0% |
$14.2K - $15.4K
|
128
$9.02K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-8.86K- 39.29% |
$461K - $503K
|
13.7K
$964K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500New |
$26K - $28.4K
|
500
$35.2K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-93- 2.35% |
$4.84K - $5.28K
|
3.86K
$272K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-68- 26.88% |
$3.54K - $3.86K
|
185
$13K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
SELL
|
- |
-1.75K- 13.98% |
$90.9K - $99K
|
10.7K
$756K
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.7KNew |
$716K - $780K
|
13.7K
$968K
|
|
Q4 2022 | |||||||
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
837+ 177.71% |
$38K - $45.1K
|
1.31K
$92.1K
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-5.59KClosed |
$254K - $301K
|
0
$0
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
395New |
$18K - $21.3K
|
395
$27.8K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
25.7K+ 215.22% |
$1.17M - $1.38M
|
37.6K
$2.65M
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.98K- 32.44% |
$272K - $322K
|
12.5K
$878K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$185K - $219K
|
4.08K
$287K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1KNew |
$1.68M - $2M
|
37.1K
$2.61M
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
275New |
$12.5K - $14.8K
|
275
$19.4K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.71K- 4.96% |
$77.8K - $92.1K
|
32.8K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-109- 1.71% |
$4.95K - $5.87K
|
6.27K
$442K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$258K - $305K
|
5.68K
$400K
|