Purchases and Sales Made in Q1 2025 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2025. 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 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
70.7KNew |
$4.1M - $4.56M
|
70.7K
$4.73M
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
69.3KNew |
$4.02M - $4.47M
|
69.3K
$4.64M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
67.1KNew |
$3.89M - $4.32M
|
67.1K
$4.49M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.7K+ 1.05% |
$3.87M - $4.3M
|
6.42M
$430M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
65.4K+ 1475.13% |
$3.8M - $4.22M
|
69.9K
$4.68M
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
64.2KNew |
$3.72M - $4.14M
|
64.2K
$4.29M
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
63.4KNew |
$3.68M - $4.09M
|
63.4K
$4.24M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
63KNew |
$3.66M - $4.06M
|
63K
$4.22M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
62.8K+ 214.38% |
$3.64M - $4.05M
|
92.1K
$6.16M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
60.6K+ 17.08% |
$3.51M - $3.9M
|
415K
$27.8M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
60.3K+ 36.01% |
$3.5M - $3.89M
|
228K
$15.2M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
57.5K+ 12.22% |
$3.34M - $3.71M
|
528K
$35.4M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
57.4K+ 30.3% |
$3.33M - $3.7M
|
247K
$16.5M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.5K+ 17.91% |
$3.1M - $3.45M
|
352K
$23.6M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
51.9K+ 292.95% |
$3.01M - $3.35M
|
69.7K
$4.66M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
51K+ 27.75% |
$2.96M - $3.29M
|
235K
$15.7M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
50.1K+ 12.9% |
$2.9M - $3.23M
|
438K
$29.3M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49.7K+ 37.18% |
$2.88M - $3.2M
|
183K
$12.3M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49K+ 11.8% |
$2.84M - $3.16M
|
464K
$31.1M
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
46.9K+ 108.05% |
$2.72M - $3.03M
|
90.4K
$6.05M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
46.7K+ 4.48% |
$2.71M - $3.01M
|
1.09M
$73M
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
45.6KNew |
$2.65M - $2.94M
|
45.6K
$3.05M
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
45KNew |
$2.61M - $2.9M
|
45K
$3.01M
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
44.8K+ 15.96% |
$2.6M - $2.89M
|
325K
$21.8M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
43.8K+ 5.76% |
$2.54M - $2.82M
|
804K
$53.8M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 4.9% |
$2.54M - $2.82M
|
937K
$62.7M
|
|
Apr 30, 2025
Q1 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
42.9K+ 11.87% |
$2.49M - $2.77M
|
404K
$27.1M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.6K+ 3.75% |
$2.47M - $2.74M
|
1.18M
$78.9M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
42.5K+ 284.16% |
$2.46M - $2.74M
|
57.4K
$3.84M
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
37.8K+ 4.61% |
$2.19M - $2.44M
|
859K
$57.5M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
37.7KNew |
$2.19M - $2.43M
|
37.7K
$2.53M
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
36.3K+ 7.49% |
$2.1M - $2.34M
|
520K
$34.8M
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
36K+ 413.94% |
$2.09M - $2.32M
|
44.8K
$3M
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
35.9KNew |
$2.08M - $2.31M
|
35.9K
$2.4M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
34.2K+ 356.31% |
$1.99M - $2.21M
|
43.8K
$2.93M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
33.8KNew |
$1.96M - $2.18M
|
33.8K
$2.26M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
33.7KNew |
$1.95M - $2.17M
|
33.7K
$2.25M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
33.1K+ 14.71% |
$1.92M - $2.13M
|
258K
$17.3M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.2K+ 1.28% |
$1.87M - $2.08M
|
2.55M
$170M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
31.8K+ 0.87% |
$1.84M - $2.05M
|
3.67M
$245M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.4K+ 30.23% |
$1.82M - $2.02M
|
135K
$9.04M
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
31.3K+ 0.92% |
$1.81M - $2.02M
|
3.42M
$229M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30.2K+ 39.78% |
$1.75M - $1.94M
|
106K
$7.09M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
29.1KNew |
$1.69M - $1.87M
|
29.1K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
28.1K+ 82.83% |
$1.63M - $1.81M
|
62.1K
$4.15M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.1K+ 611.19% |
$1.63M - $1.81M
|
32.7K
$2.19M
|
|
May 12, 2025
Q1 2025
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
BUY
|
- |
27.7K+ 20.46% |
$1.61M - $1.79M
|
163K
$10.9M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27.5KNew |
$1.6M - $1.77M
|
27.5K
$1.84M
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
27.4K+ 19.73% |
$1.59M - $1.77M
|
166K
$11.1M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
27.4KNew |
$1.59M - $1.76M
|
27.4K
$1.83M
|