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 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-399- 4.59% |
$20.8K - $22.6K
|
8.29K
$493K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-406- 7.55% |
$21.1K - $23K
|
4.97K
$296K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-410- 15.42% |
$21.3K - $23.3K
|
2.25K
$134K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-416- 3.08% |
$21.7K - $23.6K
|
13.1K
$779K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-442- 4.15% |
$23K - $25.1K
|
10.2K
$607K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-459- 9.21% |
$23.9K - $26K
|
4.52K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-465- 0.42% |
$24.2K - $26.4K
|
110K
$6.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-470- 0.69% |
$24.5K - $26.7K
|
68K
$4.05M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-472- 1.75% |
$24.6K - $26.8K
|
26.5K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-474- 9.59% |
$24.7K - $26.9K
|
4.47K
$266K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-474- 6.77% |
$24.7K - $26.9K
|
6.53K
$388K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-474- 9.59% |
$24.7K - $26.9K
|
4.47K
$266K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-496- 97.25% |
$25.8K - $28.1K
|
14
$833
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-500- 5.55% |
$26K - $28.4K
|
8.51K
$506K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-519- 4.91% |
$27K - $29.4K
|
10.1K
$598K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-545- 6.83% |
$28.4K - $30.9K
|
7.44K
$443K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-554- 0.71% |
$28.8K - $31.4K
|
77.9K
$4.64M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-556- 4.04% |
$29K - $31.5K
|
13.2K
$786K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-574- 2.67% |
$29.9K - $32.6K
|
20.9K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-587- 0.62% |
$30.6K - $33.3K
|
94.2K
$5.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-591- 1.06% |
$30.8K - $33.5K
|
54.9K
$3.27M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-592- 0.85% |
$30.8K - $33.6K
|
69.4K
$4.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-603- 63.47% |
$31.4K - $34.2K
|
347
$20.6K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-612- 8.88% |
$31.9K - $34.7K
|
6.28K
$374K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-620- 0.85% |
$32.3K - $35.2K
|
72K
$4.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-621- 9.71% |
$32.3K - $35.2K
|
5.77K
$343K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-622- 6.69% |
$32.4K - $35.3K
|
8.67K
$516K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-622- 6.69% |
$32.4K - $35.3K
|
8.67K
$516K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-645- 10.62% |
$33.6K - $36.6K
|
5.43K
$323K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-652- 2.56% |
$33.9K - $37K
|
24.9K
$1.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-653- 5.44% |
$34K - $37.1K
|
11.3K
$675K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-662- 6.89% |
$34.5K - $37.6K
|
8.94K
$532K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-663- 1.77% |
$34.5K - $37.6K
|
36.9K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-700- 15.63% |
$36.4K - $39.7K
|
3.78K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-706- 1.47% |
$36.8K - $40.1K
|
47.2K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-710- 2.92% |
$37K - $40.3K
|
23.6K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-716- 0.95% |
$37.3K - $40.6K
|
75K
$4.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-725- 9.09% |
$37.8K - $41.1K
|
7.25K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-730- 2.25% |
$38K - $41.4K
|
31.6K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-742- 12.73% |
$38.6K - $42.1K
|
5.09K
$303K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-755- 3.96% |
$39.3K - $42.8K
|
18.3K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-781- 10.9% |
$40.7K - $44.3K
|
6.38K
$380K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-789- 9.63% |
$41.1K - $44.8K
|
7.41K
$441K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-791- 5.75% |
$41.2K - $44.9K
|
13K
$771K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-792- 3.68% |
$41.2K - $44.9K
|
20.7K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-796- 0.78% |
$41.4K - $45.2K
|
102K
$6.05M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-826- 1.4% |
$43K - $46.9K
|
58.1K
$3.46M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-828- 2.94% |
$43.1K - $47K
|
27.3K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-832- 5.04% |
$43.3K - $47.2K
|
15.7K
$933K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-843- 50.78% |
$43.9K - $47.8K
|
817
$48.6K
|