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
|
Wealth Effects LLC
|
BUY
|
- |
287+ 3.93% |
$14.9K - $16.3K
|
7.59K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
281+ 2.09% |
$14.6K - $15.9K
|
13.7K
$842K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
276+ 1.42% |
$14.4K - $15.7K
|
19.7K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
258+ 2.69% |
$13.4K - $14.6K
|
9.84K
$603K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
252+ 0.23% |
$13.1K - $14.3K
|
110K
$6.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
250+ 6.24% |
$13K - $14.2K
|
4.26K
$261K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
239+ 30.33% |
$12.4K - $13.6K
|
1.03K
$62.9K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
236+ 0.63% |
$12.3K - $13.4K
|
37.9K
$2.32M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
231+ 1.53% |
$12K - $13.1K
|
15.3K
$939K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
231+ 2.72% |
$12K - $13.1K
|
8.73K
$535K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
228+ 3.0% |
$11.9K - $12.9K
|
7.83K
$480K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
225+ 5.72% |
$11.7K - $12.8K
|
4.16K
$255K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
220+ 1.71% |
$11.5K - $12.5K
|
13.1K
$804K
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
219+ 2.45% |
$11.4K - $12.4K
|
9.16K
$561K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
219+ 3.7% |
$11.4K - $12.4K
|
6.14K
$376K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
218+ 1.29% |
$11.4K - $12.4K
|
17.1K
$1.05M
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
214New |
$11.1K - $12.1K
|
214
$13.1K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200New |
$10.4K - $11.3K
|
200
$12.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
189+ 0.23% |
$9.84K - $10.7K
|
84.2K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
188+ 3.79% |
$9.79K - $10.7K
|
5.15K
$315K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
187+ 3.8% |
$9.74K - $10.6K
|
5.1K
$313K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
186+ 4.9% |
$9.69K - $10.6K
|
3.98K
$244K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
186New |
$9.69K - $10.6K
|
186
$11.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
185+ 1.61% |
$9.63K - $10.5K
|
11.7K
$714K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
178+ 0.58% |
$9.27K - $10.1K
|
30.6K
$1.88M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
165+ 1.92% |
$8.59K - $9.36K
|
8.75K
$536K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
164+ 0.65% |
$8.54K - $9.31K
|
25.2K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
161+ 3.05% |
$8.38K - $9.14K
|
5.44K
$333K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
158New |
$8.23K - $8.96K
|
158
$9.68K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
153+ 1.81% |
$7.97K - $8.68K
|
8.6K
$527K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
145+ 2.02% |
$7.55K - $8.23K
|
7.34K
$450K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
137+ 2.98% |
$7.13K - $7.77K
|
4.73K
$290K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
135+ 0.8% |
$7.03K - $7.66K
|
17K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
135New |
$7.03K - $7.66K
|
135
$8.27K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
129+ 1.62% |
$6.72K - $7.32K
|
8.08K
$495K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
126+ 0.25% |
$6.56K - $7.15K
|
50.1K
$3.07M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
120+ 3.43% |
$6.25K - $6.81K
|
3.62K
$222K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
119+ 2.2% |
$6.2K - $6.75K
|
5.54K
$339K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
115+ 0.07% |
$5.99K - $6.53K
|
163K
$9.96M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
104+ 2.12% |
$5.42K - $5.9K
|
5.01K
$307K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
103+ 0.19% |
$5.36K - $5.84K
|
55.7K
$3.41M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
103+ 0.19% |
$5.36K - $5.84K
|
55.7K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
101+ 1.08% |
$5.26K - $5.73K
|
9.46K
$579K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
101+ 1.53% |
$5.26K - $5.73K
|
6.69K
$410K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$5.21K - $5.67K
|
100
$6.13K
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
97+ 0.17% |
$5.05K - $5.5K
|
58.6K
$3.59M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
93New |
$4.84K - $5.28K
|
93
$5.7K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
91+ 0.77% |
$4.74K - $5.16K
|
12K
$733K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
91+ 1.92% |
$4.74K - $5.16K
|
4.84K
$296K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
90+ 0.96% |
$4.69K - $5.11K
|
9.42K
$577K
|