Purchases and Sales Made in Q1 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2024. 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 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-190- 2.63% |
$10.6K - $11.5K
|
7.03K
$425K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-199- 2.27% |
$11.1K - $12K
|
8.58K
$518K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-203- 1.47% |
$11.3K - $12.3K
|
13.6K
$821K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-207- 11.29% |
$11.5K - $12.5K
|
1.63K
$98.2K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-214- 6.53% |
$11.9K - $12.9K
|
3.06K
$185K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-215- 0.5% |
$12K - $13K
|
43.2K
$2.61M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-215- 40.19% |
$12K - $13K
|
320
$19.3K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-228- 4.18% |
$12.7K - $13.8K
|
5.22K
$315K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-232- 1.92% |
$12.9K - $14K
|
11.9K
$716K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-236- 4.57% |
$13.2K - $14.2K
|
4.92K
$297K
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-240- 2.47% |
$13.4K - $14.5K
|
9.48K
$573K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-241- 0.15% |
$13.4K - $14.5K
|
163K
$9.86M
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-244- 6.07% |
$13.6K - $14.7K
|
3.77K
$228K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-245- 27.68% |
$13.7K - $14.8K
|
640
$38.7K
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-250- 1.98% |
$13.9K - $15.1K
|
12.4K
$746K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-255- 5.99% |
$14.2K - $15.4K
|
4.01K
$242K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-259- 6.54% |
$14.4K - $15.6K
|
3.7K
$224K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-264- 1.12% |
$14.7K - $15.9K
|
23.3K
$1.41M
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-266- 7.08% |
$14.8K - $16.1K
|
3.49K
$211K
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-267- 0.75% |
$14.9K - $16.1K
|
35.3K
$2.13M
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-273- 1.28% |
$15.2K - $16.5K
|
21K
$1.27M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-278- 1.88% |
$15.5K - $16.8K
|
14.5K
$879K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-279- 11.76% |
$15.6K - $16.8K
|
2.09K
$126K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-283- 4.32% |
$15.8K - $17.1K
|
6.26K
$378K
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-288- 2.56% |
$16.1K - $17.4K
|
11K
$662K
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-288- 4.31% |
$16.1K - $17.4K
|
6.4K
$386K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-314- 6.98% |
$17.5K - $18.9K
|
4.18K
$253K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-332- 4.57% |
$18.5K - $20K
|
6.94K
$419K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-350- 7.53% |
$19.5K - $21.1K
|
4.3K
$260K
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-350- 0.01% |
$19.5K - $21.1K
|
2.93M
$177M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-360- 7.92% |
$20.1K - $21.7K
|
4.18K
$253K
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-371- 0.86% |
$20.7K - $22.4K
|
42.6K
$2.57M
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-378- 0.71% |
$21.1K - $22.8K
|
52.6K
$3.18M
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400- 10.59% |
$22.3K - $24.1K
|
3.38K
$204K
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-409- 0.45% |
$22.8K - $24.7K
|
90.3K
$5.45M
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-423- 81.82% |
$23.6K - $25.5K
|
94
$5.68K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-425- 8.03% |
$23.7K - $25.6K
|
4.87K
$294K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-459- 0.02% |
$25.6K - $27.7K
|
2.59M
$156M
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-462- 2.39% |
$25.8K - $27.9K
|
18.8K
$1.14M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-481- 2.59% |
$26.8K - $29K
|
18.1K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-481- 0.53% |
$26.8K - $29K
|
90.3K
$5.46M
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-481- 6.34% |
$26.8K - $29K
|
7.11K
$430K
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-491- 1.91% |
$27.4K - $29.6K
|
25.2K
$1.52M
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-492- 2.07% |
$27.4K - $29.7K
|
23.3K
$1.41M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-501- 0.71% |
$27.9K - $30.2K
|
70.2K
$4.24M
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-510- 3.25% |
$28.4K - $30.8K
|
15.2K
$917K
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-512- 3.64% |
$28.5K - $30.9K
|
13.5K
$818K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-525- 1.2% |
$29.3K - $31.7K
|
43.2K
$2.61M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-542- 5.5% |
$30.2K - $32.7K
|
9.32K
$563K
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-548- 3.57% |
$30.5K - $33.1K
|
14.8K
$895K
|