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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
15.6K+ 14.53% |
$907K - $1.01M
|
123K
$8.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
15.5K+ 17.5% |
$897K - $996K
|
104K
$6.95M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15K+ 22.13% |
$872K - $969K
|
83K
$5.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14.8K+ 3410.57% |
$861K - $956K
|
15.3K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 69.46% |
$857K - $952K
|
36K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
14.7K+ 66.36% |
$850K - $944K
|
36.7K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
14.2K+ 61.1% |
$824K - $916K
|
37.5K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.2K+ 58.12% |
$824K - $916K
|
38.6K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.1K+ 60.16% |
$816K - $906K
|
37.4K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
13.9K+ 2.94% |
$805K - $895K
|
485K
$32.5M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13.8K+ 2.44% |
$799K - $888K
|
578K
$38.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
13.7KNew |
$794K - $882K
|
13.7K
$916K
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
13.6K+ 9.96% |
$788K - $876K
|
150K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
13.6K+ 501.55% |
$787K - $874K
|
16.3K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13.5K+ 25.2% |
$781K - $868K
|
66.9K
$4.48M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.4K+ 8.77% |
$779K - $866K
|
167K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
13.2K+ 31.92% |
$768K - $853K
|
54.7K
$3.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 67.31% |
$763K - $847K
|
32.7K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.8KNew |
$744K - $826K
|
12.8K
$858K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
12.4K+ 10.12% |
$719K - $799K
|
135K
$9.03M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
12.3K+ 40.72% |
$713K - $792K
|
42.5K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.3KNew |
$712K - $791K
|
12.3K
$822K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.1K+ 3330.77% |
$703K - $782K
|
12.5K
$836K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
12K+ 9.29% |
$698K - $776K
|
142K
$9.48M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
11.9K+ 29.59% |
$692K - $768K
|
52.2K
$3.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.9K+ 40.17% |
$691K - $768K
|
41.6K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
11.8K+ 7.18% |
$683K - $759K
|
176K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$675K - $751K
|
11.6K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.6K+ 87.79% |
$674K - $749K
|
24.9K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
11.4K+ 3.59% |
$662K - $736K
|
330K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 56.86% |
$655K - $727K
|
31.1K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
11.2KNew |
$648K - $721K
|
11.2K
$748K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.2KNew |
$648K - $720K
|
11.2K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
11KNew |
$637K - $708K
|
11K
$735K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
10.9K+ 14.87% |
$635K - $705K
|
84.5K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
10.9KNew |
$633K - $704K
|
10.9K
$731K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.8KNew |
$629K - $699K
|
10.8K
$726K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
10.8K+ 10.16% |
$624K - $694K
|
117K
$7.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.7K+ 0.65% |
$622K - $691K
|
1.67M
$111M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.4KNew |
$604K - $672K
|
10.4K
$697K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 1.99% |
$591K - $656K
|
521K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.91KNew |
$575K - $639K
|
9.91K
$664K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.72KNew |
$564K - $626K
|
9.72K
$651K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.58KNew |
$556K - $618K
|
9.58K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.54K+ 8.97% |
$553K - $615K
|
116K
$7.75M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.48K+ 20.52% |
$550K - $611K
|
55.7K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
9.41KNew |
$546K - $607K
|
9.41K
$630K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
9.38KNew |
$544K - $604K
|
9.38K
$628K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.37KNew |
$544K - $604K
|
9.37K
$627K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
9.35KNew |
$542K - $603K
|
9.35K
$626K
|