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 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-94- 0.19% |
$4.89K - $5.33K
|
49.7K
$3.05M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 0.65% |
$5.21K - $5.67K
|
15.2K
$933K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-103- 0.85% |
$5.36K - $5.84K
|
12K
$733K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-108- 1.26% |
$5.62K - $6.13K
|
8.46K
$518K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-109- 0.87% |
$5.68K - $6.18K
|
12.5K
$764K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-120- 13.7% |
$6.25K - $6.81K
|
756
$46.3K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-122- 2.7% |
$6.35K - $6.92K
|
4.39K
$269K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-126- 0.37% |
$6.56K - $7.15K
|
33.6K
$2.06M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-132- 4.85% |
$6.87K - $7.49K
|
2.59K
$159K
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-140- 0.64% |
$7.29K - $7.94K
|
21.7K
$1.33M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-144- 8.61% |
$7.5K - $8.17K
|
1.53K
$93.7K
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-150- 1.5% |
$7.81K - $8.51K
|
9.85K
$604K
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-151- 0.26% |
$7.86K - $8.57K
|
58.2K
$3.57M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-152- 0.31% |
$7.91K - $8.62K
|
48.3K
$2.96M
|
|
May 10, 2023
Q1 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-154- 0.41% |
$8.02K - $8.74K
|
37.2K
$2.28M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-185- 4.49% |
$9.63K - $10.5K
|
3.94K
$241K
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-187- 0.82% |
$9.74K - $10.6K
|
22.7K
$1.39M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-189- 2.4% |
$9.84K - $10.7K
|
7.7K
$472K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-190- 1.99% |
$9.89K - $10.8K
|
9.37K
$574K
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-200- 4.91% |
$10.4K - $11.3K
|
3.88K
$237K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-201- 0.68% |
$10.5K - $11.4K
|
29.4K
$1.8M
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-204- 4.75% |
$10.6K - $11.6K
|
4.09K
$250K
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-206- 2.46% |
$10.7K - $11.7K
|
8.16K
$500K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-212- 9.8% |
$11K - $12K
|
1.95K
$120K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-214- 0.81% |
$11.1K - $12.1K
|
26.1K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-216- 4.62% |
$11.2K - $12.3K
|
4.46K
$274K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-236- 0.79% |
$12.3K - $13.4K
|
29.8K
$1.83M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-244- 4.77% |
$12.7K - $13.8K
|
4.87K
$298K
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-250- 0.93% |
$13K - $14.2K
|
26.6K
$1.63M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-263- 1.39% |
$13.7K - $14.9K
|
18.7K
$1.15M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-265- 6.69% |
$13.8K - $15K
|
3.7K
$226K
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-267- 0.59% |
$13.9K - $15.1K
|
44.9K
$2.75M
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-272- 68.0% |
$14.2K - $15.4K
|
128
$7.84K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-276- 1.24% |
$14.4K - $15.7K
|
22K
$1.35M
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-279- 0.21% |
$14.5K - $15.8K
|
132K
$8.09M
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-285- 1.39% |
$14.8K - $16.2K
|
20.2K
$1.24M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-285- 2.94% |
$14.8K - $16.2K
|
9.42K
$577K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-289- 1.44% |
$15K - $16.4K
|
19.8K
$1.22M
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-289- 2.55% |
$15K - $16.4K
|
11K
$675K
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-301- 1.92% |
$15.7K - $17.1K
|
15.4K
$941K
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-326- 0.73% |
$17K - $18.5K
|
44.6K
$2.73M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-347- 7.07% |
$18.1K - $19.7K
|
4.56K
$279K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-354- 97.52% |
$18.4K - $20.1K
|
9
$551
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-357- 0.39% |
$18.6K - $20.3K
|
90.1K
$5.52M
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-363- 0.96% |
$18.9K - $20.6K
|
37.6K
$2.31M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-371- 1.12% |
$19.3K - $21.1K
|
32.8K
$2.01M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-374- 20.77% |
$19.5K - $21.2K
|
1.43K
$87.4K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-385- 0.46% |
$20K - $21.8K
|
82.4K
$5.05M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-395Closed |
$20.6K - $22.4K
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-395- 6.5% |
$20.6K - $22.4K
|
5.68K
$348K
|