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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-8.86K- 39.29% |
$461K - $503K
|
13.7K
$839K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.13K- 33.09% |
$476K - $518K
|
18.5K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.23K- 2.45% |
$481K - $524K
|
367K
$22.5M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-9.42K- 1.3% |
$490K - $534K
|
715K
$43.8M
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.43K- 5.19% |
$491K - $535K
|
172K
$10.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.47K- 1.59% |
$493K - $537K
|
584K
$35.8M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.67K- 59.23% |
$503K - $549K
|
6.66K
$408K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-9.7K- 17.74% |
$505K - $550K
|
45K
$2.76M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-9.77K- 2.08% |
$509K - $554K
|
459K
$28.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-10.1K- 14.3% |
$525K - $573K
|
60.5K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.2K- 71.66% |
$531K - $578K
|
4.03K
$247K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.3K- 39.27% |
$538K - $586K
|
16K
$979K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-10.6K- 3.0% |
$550K - $599K
|
342K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10.6K- 28.24% |
$551K - $601K
|
26.9K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-10.7K- 6.02% |
$558K - $608K
|
167K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.7K- 41.16% |
$559K - $610K
|
15.4K
$941K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-10.8K- 3.04% |
$560K - $611K
|
344K
$21.1M
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
SELL
|
- |
-11.2K- 10.37% |
$583K - $635K
|
96.8K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 6.43% |
$598K - $652K
|
167K
$10.2M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-12.4K- 49.91% |
$645K - $703K
|
12.4K
$762K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.4K- 42.5% |
$645K - $703K
|
16.8K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-13.3K- 28.51% |
$690K - $752K
|
33.2K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-13.4K- 1.59% |
$698K - $761K
|
828K
$50.7M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.9K- 25.93% |
$726K - $791K
|
39.8K
$2.44M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.5K- 76.01% |
$805K - $877K
|
4.88K
$299K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-15.7K- 6.5% |
$819K - $892K
|
226K
$13.9M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16.4K- 2.51% |
$852K - $928K
|
634K
$38.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-16.4K- 99.79% |
$854K - $931K
|
35
$2.14K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.7K- 37.7% |
$868K - $945K
|
27.5K
$1.69M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-17.1K- 14.64% |
$890K - $970K
|
99.6K
$6.11M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.2K- 35.43% |
$947K - $1.03M
|
33.1K
$2.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-18.8K- 25.81% |
$981K - $1.07M
|
54.2K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.9K- 62.2% |
$982K - $1.07M
|
11.5K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-19.2K- 75.0% |
$1M - $1.09M
|
6.4K
$392K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.3K- 31.51% |
$1M - $1.09M
|
41.9K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19.7K- 27.76% |
$1.03M - $1.12M
|
51.3K
$3.14M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-20.1K- 0.6% |
$1.05M - $1.14M
|
3.31M
$203M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-20.4K- 27.25% |
$1.06M - $1.16M
|
54.4K
$3.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-20.8K- 45.72% |
$1.08M - $1.18M
|
24.7K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.6K- 5.15% |
$1.13M - $1.23M
|
398K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.2K- 4.01% |
$1.21M - $1.32M
|
556K
$34.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-25.8K- 73.72% |
$1.34M - $1.46M
|
9.2K
$564K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-26.6K- 81.78% |
$1.39M - $1.51M
|
5.93K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-27K- 1.05% |
$1.41M - $1.53M
|
2.54M
$156M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-28.7K- 59.62% |
$1.49M - $1.63M
|
19.4K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-29.6K- 3.77% |
$1.54M - $1.68M
|
755K
$46.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-31.1K- 78.69% |
$1.62M - $1.77M
|
8.43K
$516K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-31.7K- 43.98% |
$1.65M - $1.8M
|
40.3K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-39.2K- 5.64% |
$2.04M - $2.23M
|
657K
$40.2M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-41.9K- 14.15% |
$2.18M - $2.38M
|
254K
$15.6M
|