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 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-30.9K- 81.93% |
$1.79M - $1.99M
|
6.81K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31.1K- 3.97% |
$1.81M - $2.01M
|
753K
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-31.4K- 49.53% |
$1.82M - $2.02M
|
32K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-38.5K- 80.13% |
$2.23M - $2.48M
|
9.55K
$639K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-40.4K- 25.43% |
$2.34M - $2.6M
|
118K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-43K- 42.74% |
$2.5M - $2.77M
|
57.7K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-46.6K- 12.25% |
$2.7M - $3M
|
334K
$22.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-46.7KClosed |
$2.71M - $3.01M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-49.3K- 31.7% |
$2.86M - $3.18M
|
106K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-52.8K- 4.74% |
$3.06M - $3.4M
|
1.06M
$71M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53.4K- 4.41% |
$3.1M - $3.44M
|
1.16M
$77.6M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-56.5K- 13.67% |
$3.28M - $3.64M
|
357K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-57.4K- 11.16% |
$3.33M - $3.7M
|
457K
$30.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-68.1K- 82.95% |
$3.95M - $4.39M
|
14K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-68.7K- 32.82% |
$3.99M - $4.43M
|
141K
$9.42M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-69.7K- 23.77% |
$4.04M - $4.49M
|
224K
$15M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-73.4K- 62.34% |
$4.26M - $4.73M
|
44.4K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-74.4K- 95.65% |
$4.32M - $4.8M
|
3.38K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-75.2K- 6.42% |
$4.36M - $4.85M
|
1.1M
$73.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-77.2K- 96.98% |
$4.48M - $4.98M
|
2.41K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-85K- 5.22% |
$4.93M - $5.48M
|
1.54M
$103M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-85.4K- 92.17% |
$4.96M - $5.51M
|
7.26K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-85.5K- 5.66% |
$4.96M - $5.51M
|
1.43M
$95.4M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-87.5K- 6.3% |
$5.07M - $5.64M
|
1.3M
$87.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-94.9K- 3.51% |
$5.5M - $6.11M
|
2.61M
$175M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109KClosed |
$6.34M - $7.05M
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-112K- 59.41% |
$6.5M - $7.22M
|
76.6K
$5.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-170K- 85.66% |
$9.86M - $11M
|
28.5K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-172K- 11.46% |
$10M - $11.1M
|
1.33M
$89.1M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-223K- 92.29% |
$12.9M - $14.4M
|
18.6K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-240K- 10.88% |
$13.9M - $15.4M
|
1.96M
$131M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-250K- 8.82% |
$14.5M - $16.1M
|
2.58M
$173M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-256K- 28.16% |
$14.9M - $16.5M
|
654K
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-487K- 13.2% |
$28.2M - $31.4M
|
3.2M
$214M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-520K- 98.86% |
$30.2M - $33.5M
|
5.98K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-580K- 25.62% |
$33.6M - $37.4M
|
1.68M
$113M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-674K- 70.8% |
$39.1M - $43.5M
|
278K
$18.6M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-755K- 98.12% |
$43.8M - $48.7M
|
14.4K
$966K
|