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 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.58K+ 63.59% |
$238K - $260K
|
11.8K
$722K
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.55KNew |
$237K - $258K
|
4.55K
$279K
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4.53K+ 53.87% |
$236K - $257K
|
12.9K
$792K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.52KNew |
$235K - $257K
|
4.52K
$277K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.51KNew |
$235K - $256K
|
4.51K
$277K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.49KNew |
$234K - $255K
|
4.49K
$275K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.43K+ 0.15% |
$231K - $251K
|
3.02M
$185M
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
4.31KNew |
$224K - $244K
|
4.31K
$264K
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.31KNew |
$224K - $244K
|
4.31K
$264K
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.28K+ 90.6% |
$223K - $243K
|
9K
$551K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.18KNew |
$218K - $237K
|
4.18K
$256K
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.15KNew |
$216K - $235K
|
4.15K
$254K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.14KNew |
$215K - $235K
|
4.14K
$254K
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.14K+ 24.1% |
$215K - $235K
|
21.3K
$1.3M
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
4.11KNew |
$214K - $233K
|
4.11K
$252K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.1KNew |
$213K - $233K
|
4.1K
$251K
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.08KNew |
$212K - $231K
|
4.08K
$250K
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.08KNew |
$212K - $231K
|
4.08K
$250K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
4.02K+ 2.95% |
$209K - $228K
|
140K
$8.58M
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.99KNew |
$208K - $226K
|
3.99K
$244K
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
3.94KNew |
$205K - $224K
|
3.94K
$241K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.93KNew |
$205K - $223K
|
3.93K
$241K
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.9K+ 64.89% |
$203K - $221K
|
9.91K
$607K
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.9K+ 11.89% |
$203K - $221K
|
36.7K
$2.25M
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.84K+ 0.88% |
$200K - $218K
|
439K
$26.9M
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.82KNew |
$199K - $217K
|
3.82K
$234K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.79K+ 5.34% |
$197K - $215K
|
74.8K
$4.58M
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.79KNew |
$197K - $215K
|
3.79K
$232K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.78K+ 3.07% |
$197K - $215K
|
127K
$7.78M
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3.78K+ 16.5% |
$197K - $214K
|
26.7K
$1.64M
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
3.78KNew |
$197K - $214K
|
3.78K
$231K
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.76KNew |
$196K - $213K
|
3.76K
$230K
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.75KNew |
$195K - $213K
|
3.75K
$230K
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.73KNew |
$194K - $212K
|
3.73K
$229K
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
3.7K+ 13.42% |
$193K - $210K
|
31.3K
$1.92M
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.67KNew |
$191K - $208K
|
3.67K
$225K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.66KNew |
$191K - $208K
|
3.66K
$224K
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.59K+ 27.25% |
$187K - $204K
|
16.8K
$1.03M
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.57K+ 5.32% |
$186K - $202K
|
70.6K
$4.33M
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.54KNew |
$184K - $201K
|
3.54K
$217K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.5KNew |
$182K - $198K
|
3.5K
$214K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.44KNew |
$179K - $195K
|
3.44K
$211K
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.4K+ 23.6% |
$177K - $193K
|
17.8K
$1.09M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
3.32K+ 4.31% |
$173K - $188K
|
80.4K
$4.93M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.31K+ 17.16% |
$172K - $188K
|
22.6K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.28K+ 3.29% |
$171K - $186K
|
103K
$6.3M
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 1.97% |
$166K - $181K
|
165K
$10.1M
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.17K+ 3.26% |
$165K - $180K
|
100K
$6.14M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.12K+ 3.89% |
$162K - $177K
|
83.4K
$5.11M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.08K+ 52.3% |
$160K - $175K
|
8.96K
$549K
|