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 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.5K+ 81.9% |
$861K - $938K
|
36.7K
$2.25M
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
16.5K+ 29.34% |
$857K - $933K
|
72.5K
$4.44M
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
16.4K+ 6.81% |
$856K - $932K
|
258K
$15.8M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
16.3K+ 8.46% |
$848K - $925K
|
209K
$12.8M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16K+ 14.68% |
$835K - $910K
|
125K
$7.68M
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16KNew |
$831K - $906K
|
16K
$978K
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
15.4K+ 6.59% |
$803K - $874K
|
249K
$15.3M
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
14.6K+ 14.71% |
$758K - $826K
|
113K
$6.95M
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$748K - $816K
|
14.4K
$881K
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.7KNew |
$716K - $780K
|
13.7K
$842K
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
13.5KNew |
$704K - $767K
|
13.5K
$829K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
13KNew |
$677K - $738K
|
13K
$796K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
12.9K+ 169.04% |
$673K - $734K
|
20.6K
$1.26M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 18136.62% |
$671K - $731K
|
12.9K
$793K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$661K - $720K
|
12.7K
$778K
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
12.4KNew |
$647K - $706K
|
12.4K
$762K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
12.3K+ 61.09% |
$641K - $699K
|
32.5K
$1.99M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.2K+ 2.19% |
$635K - $692K
|
569K
$34.8M
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12K+ 9.47% |
$624K - $680K
|
139K
$8.49M
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
11.7K+ 14.76% |
$609K - $664K
|
90.9K
$5.57M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.6K+ 14.69% |
$604K - $658K
|
90.5K
$5.55M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11.1KNew |
$580K - $632K
|
11.1K
$683K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11K+ 38.06% |
$572K - $623K
|
39.8K
$2.44M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
11K+ 2.15% |
$571K - $623K
|
521K
$31.9M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.9K+ 31.85% |
$570K - $621K
|
45.3K
$2.78M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 10.27% |
$566K - $617K
|
117K
$7.16M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
10.3K+ 417.02% |
$535K - $583K
|
12.7K
$780K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
9.96K+ 180.81% |
$519K - $565K
|
15.5K
$948K
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9.85K+ 4.27% |
$513K - $559K
|
240K
$14.7M
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
9.06KNew |
$472K - $514K
|
9.06K
$555K
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
9.05K+ 82.35% |
$471K - $514K
|
20K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.99K+ 18.63% |
$468K - $510K
|
57.3K
$3.51M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.97K+ 6.06% |
$467K - $509K
|
157K
$9.62M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.88K+ 1.91% |
$462K - $504K
|
474K
$29M
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.88KNew |
$462K - $504K
|
8.88K
$544K
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.75KNew |
$455K - $496K
|
8.75K
$536K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.63K+ 25.94% |
$449K - $490K
|
41.9K
$2.57M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
8.6KNew |
$448K - $488K
|
8.6K
$527K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.55K+ 12.2% |
$445K - $485K
|
78.6K
$4.82M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.27K+ 4.45% |
$431K - $469K
|
194K
$11.9M
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
8.2KNew |
$427K - $465K
|
8.2K
$502K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.18K+ 54.15% |
$426K - $464K
|
23.3K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
8.17KNew |
$426K - $464K
|
8.17K
$501K
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.16K+ 1.97% |
$425K - $463K
|
423K
$25.9M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.99K+ 15.71% |
$416K - $453K
|
58.8K
$3.61M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.83KNew |
$408K - $444K
|
7.83K
$480K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
7.8K+ 7.58% |
$406K - $443K
|
111K
$6.79M
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
7.72KNew |
$402K - $438K
|
7.72K
$473K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.63K+ 4.86% |
$397K - $433K
|
165K
$10.1M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.61KNew |
$396K - $432K
|
7.61K
$466K
|