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 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.61K+ 30.65% |
$84K - $91.5K
|
6.88K
$421K
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.59K+ 3.42% |
$82.8K - $90.2K
|
48.1K
$2.95M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$81.3K - $88.6K
|
1.56K
$95.6K
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.53K+ 55.58% |
$79.7K - $86.8K
|
4.28K
$262K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 8.87% |
$78.5K - $85.6K
|
18.5K
$1.13M
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.5K+ 11.24% |
$78.1K - $85.1K
|
14.8K
$910K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.47K+ 3964.86% |
$76.4K - $83.2K
|
1.5K
$92.2K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.44K+ 13.46% |
$74.8K - $81.5K
|
12.1K
$742K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.43K+ 23.72% |
$74.7K - $81.4K
|
7.48K
$458K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 2.52% |
$71.1K - $77.5K
|
55.6K
$3.41M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.36KNew |
$70.9K - $77.3K
|
1.36K
$83.4K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$70.6K - $76.9K
|
1.36K
$83.1K
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 8.14% |
$66.2K - $72.2K
|
16.9K
$1.04M
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.24K+ 12.2% |
$64.5K - $70.2K
|
11.4K
$698K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.23K+ 10.92% |
$63.8K - $69.5K
|
12.4K
$762K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.23K+ 10.92% |
$63.8K - $69.5K
|
12.4K
$762K
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 1.11% |
$63.7K - $69.4K
|
111K
$6.82M
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.21K+ 1.83% |
$62.8K - $68.5K
|
67.3K
$4.12M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.19K+ 15.85% |
$61.9K - $67.5K
|
8.69K
$532K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18K+ 1.01% |
$61.4K - $66.9K
|
118K
$7.23M
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.16K+ 11.5% |
$60.5K - $65.9K
|
11.3K
$690K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$59.9K - $65.3K
|
1.15K
$70.5K
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.13K+ 5.27% |
$59K - $64.3K
|
22.6K
$1.39M
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.13K+ 9.83% |
$58.6K - $63.8K
|
12.6K
$770K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 5.18% |
$57.8K - $63K
|
22.6K
$1.38M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.1K+ 4.91% |
$57.3K - $62.4K
|
23.5K
$1.44M
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.08K+ 13.05% |
$56.2K - $61.3K
|
9.35K
$573K
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.06K+ 4.43% |
$55K - $59.9K
|
24.9K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05K+ 5.77% |
$54.7K - $59.6K
|
19.3K
$1.18M
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
932+ 3.03% |
$48.5K - $52.9K
|
31.7K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
919+ 3.63% |
$47.9K - $52.1K
|
26.2K
$1.61M
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
915+ 6.18% |
$47.6K - $51.9K
|
15.7K
$963K
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
900+ 18.58% |
$46.9K - $51.1K
|
5.75K
$352K
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
900+ 6.13% |
$46.9K - $51.1K
|
15.6K
$955K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
892+ 1.33% |
$46.4K - $50.6K
|
68K
$4.17M
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
836+ 0.64% |
$43.5K - $47.4K
|
132K
$8.06M
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
800+ 4.1% |
$41.7K - $45.4K
|
20.3K
$1.24M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
798+ 3.45% |
$41.6K - $45.3K
|
23.9K
$1.47M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
795+ 6.54% |
$41.4K - $45.1K
|
12.9K
$793K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
785+ 11.61% |
$40.9K - $44.5K
|
7.54K
$462K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
773+ 6.29% |
$40.3K - $43.9K
|
13.1K
$801K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
757+ 18.36% |
$39.4K - $43K
|
4.88K
$299K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
745+ 2.02% |
$38.8K - $42.3K
|
37.7K
$2.31M
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
731+ 14.68% |
$38.1K - $41.5K
|
5.71K
$350K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
731+ 1.43% |
$38.1K - $41.5K
|
51.7K
$3.17M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
727+ 6.56% |
$37.9K - $41.2K
|
11.8K
$723K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
713+ 1.26% |
$37.1K - $40.5K
|
57.3K
$3.51M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
693+ 0.43% |
$36.1K - $39.3K
|
161K
$9.89M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
692+ 5.82% |
$36K - $39.3K
|
12.6K
$771K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
668+ 3.62% |
$34.8K - $37.9K
|
19.1K
$1.17M
|