Purchases and Sales Made in Q1 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
87+ 0.31% |
$4.53K - $4.94K
|
28.4K
$1.74M
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
87+ 2.26% |
$4.53K - $4.94K
|
3.94K
$241K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
85+ 27.42% |
$4.43K - $4.82K
|
395
$24.2K
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
84+ 1.87% |
$4.37K - $4.77K
|
4.57K
$280K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
73New |
$3.8K - $4.14K
|
73
$4.47K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
71+ 0.01% |
$3.7K - $4.03K
|
510K
$31.2M
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
65+ 4.07% |
$3.38K - $3.69K
|
1.66K
$102K
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
61+ 0.25% |
$3.18K - $3.46K
|
24.7K
$1.51M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
60+ 1.02% |
$3.12K - $3.4K
|
5.97K
$366K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
59+ 0.46% |
$3.07K - $3.35K
|
13K
$797K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
54+ 0.22% |
$2.81K - $3.06K
|
24.5K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
54+ 0.15% |
$2.81K - $3.06K
|
36.2K
$2.22M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
50+ 0.01% |
$2.6K - $2.84K
|
480K
$29.4M
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
49+ 0.07% |
$2.55K - $2.78K
|
67.8K
$4.15M
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
48+ 1.2% |
$2.5K - $2.72K
|
4.05K
$248K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
46+ 0.36% |
$2.4K - $2.61K
|
12.7K
$776K
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
41+ 0.19% |
$2.13K - $2.33K
|
22.1K
$1.35M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
39+ 0.08% |
$2.03K - $2.21K
|
47.6K
$2.92M
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
31+ 0.59% |
$1.61K - $1.76K
|
5.29K
$324K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
31+ 1.34% |
$1.61K - $1.76K
|
2.35K
$144K
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
31+ 0.13% |
$1.61K - $1.76K
|
23.7K
$1.45M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
30+ 0.04% |
$1.56K - $1.7K
|
81.9K
$5.02M
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
30+ 0.19% |
$1.56K - $1.7K
|
15.4K
$946K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
29+ 0.13% |
$1.51K - $1.65K
|
23.1K
$1.41M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
28New |
$1.46K - $1.59K
|
28
$1.72K
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
26+ 0.22% |
$1.35K - $1.48K
|
11.8K
$721K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.53K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 1.74% |
$1.25K - $1.36K
|
1.41K
$86.1K
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
24+ 0.16% |
$1.25K - $1.36K
|
15.4K
$942K
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
22+ 0.18% |
$1.15K - $1.25K
|
12.5K
$763K
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
20+ 0.15% |
$1.04K - $1.13K
|
13.2K
$810K
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
20+ 0.23% |
$1.04K - $1.13K
|
8.56K
$525K
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
20+ 0.22% |
$1.04K - $1.13K
|
9.07K
$556K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
19+ 0.17% |
$989 - $1.08K
|
11.2K
$684K
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19+ 0.16% |
$989 - $1.08K
|
11.9K
$731K
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
17+ 0.19% |
$885 - $965
|
9.17K
$562K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16+ 0.22% |
$833 - $908
|
7.35K
$450K
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
16+ 0.11% |
$833 - $908
|
15.1K
$927K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 2.24% |
$781 - $851
|
685
$42K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.23% |
$677 - $738
|
5.57K
$341K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12+ 0.16% |
$625 - $681
|
7.5K
$460K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12+ 0.18% |
$625 - $681
|
6.68K
$409K
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.11% |
$573 - $624
|
10K
$614K
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.23% |
$573 - $624
|
4.81K
$295K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.24% |
$521 - $567
|
4.14K
$254K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 0.22% |
$521 - $567
|
4.49K
$275K
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
9+ 0.16% |
$469 - $511
|
5.7K
$349K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 0.36% |
$469 - $511
|
2.48K
$152K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6+ 0.03% |
$312 - $340
|
19.8K
$1.21M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.25% |
$260 - $284
|
2.02K
$124K
|