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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.88KNew |
$464K - $511K
|
7.88K
$479K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.79K+ 14.66% |
$576K - $634K
|
76.5K
$4.65M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-5.22K- 32.0% |
$307K - $338K
|
11.1K
$674K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.71% |
$118 - $130
|
119
$7.23K
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-157- 0.74% |
$9.24K - $10.2K
|
20.9K
$1.27M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
913+ 0.35% |
$53.8K - $59.2K
|
259K
$15.8M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.44K+ 3.9% |
$144K - $158K
|
65K
$3.95M
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
144+ 1.69% |
$8.48K - $9.33K
|
8.66K
$527K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.01K+ 15.12% |
$472K - $519K
|
61K
$3.71M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.14K+ 3.39% |
$126K - $139K
|
65.2K
$3.97M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.75% |
$1.53K - $1.68K
|
3.48K
$211K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
515+ 1.79% |
$30.3K - $33.4K
|
29.3K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
87.8K+ 8.13% |
$5.17M - $5.69M
|
1.17M
$71M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 8.29% |
$134K - $147K
|
29.7K
$1.81M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3+ 0.05% |
$177 - $194
|
5.99K
$364K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
240+ 1.32% |
$14.1K - $15.6K
|
18.5K
$1.12M
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-2.57K- 0.96% |
$152K - $167K
|
266K
$16.2M
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35.9K+ 88.37% |
$2.11M - $2.32M
|
76.5K
$4.65M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-975- 8.0% |
$57.4K - $63.2K
|
11.2K
$682K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 2.67% |
$72.8K - $80.2K
|
47.6K
$2.89M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-213- 9.74% |
$12.5K - $13.8K
|
1.97K
$120K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
22+ 0.48% |
$1.3K - $1.43K
|
4.65K
$283K
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
73+ 1.48% |
$4.3K - $4.73K
|
5.02K
$305K
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-3.09K- 42.4% |
$182K - $200K
|
4.19K
$255K
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.7K+ 1.41% |
$218K - $240K
|
266K
$16.1M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.84K+ 5.17% |
$108K - $119K
|
37.4K
$2.28M
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
21KNew |
$1.24M - $1.36M
|
21K
$1.28M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.54K- 22.82% |
$90.9K - $100K
|
5.22K
$317K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
223+ 158.16% |
$13.1K - $14.5K
|
364
$22.1K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
172+ 0.68% |
$10.1K - $11.1K
|
25.5K
$1.55M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 11.35% |
$36.4K - $40.1K
|
6.07K
$369K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
507+ 1.97% |
$29.9K - $32.9K
|
26.2K
$1.59M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45.1K- 91.08% |
$2.65M - $2.92M
|
4.42K
$269K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5.57K- 71.44% |
$328K - $361K
|
2.23K
$135K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
12.3K+ 27.5% |
$725K - $798K
|
57.1K
$3.47M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.78K+ 6.99% |
$281K - $309K
|
73.1K
$4.44M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
118K+ 340.25% |
$6.97M - $7.67M
|
153K
$9.31M
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
34.4KNew |
$2.03M - $2.23M
|
34.4K
$2.09M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
37+ 0.09% |
$2.18K - $2.4K
|
40.4K
$2.45M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-325- 8.54% |
$19.1K - $21.1K
|
3.48K
$211K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.66KNew |
$392K - $432K
|
6.66K
$405K
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-3.55K- 20.23% |
$209K - $230K
|
14K
$851K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-970- 15.2% |
$57.1K - $62.9K
|
5.41K
$329K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
595+ 1.26% |
$35K - $38.6K
|
47.7K
$2.9M
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.4K+ 4.95% |
$82.1K - $90.4K
|
29.6K
$1.8M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.24K+ 20.43% |
$309K - $340K
|
30.9K
$1.88M
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-87- 0.47% |
$5.12K - $5.64K
|
18.2K
$1.11M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
30+ 0.85% |
$1.77K - $1.94K
|
3.56K
$216K
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-24.6K- 8.75% |
$1.45M - $1.59M
|
256K
$15.6M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.04K+ 14.72% |
$120K - $132K
|
15.9K
$965K
|