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 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
9.28K+ 5.14% |
$538K - $598K
|
190K
$12.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.23KNew |
$535K - $595K
|
9.23K
$618K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
9.18K+ 16.57% |
$533K - $592K
|
64.6K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
9.17K+ 23.19% |
$532K - $591K
|
48.7K
$3.26M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.01K+ 1.62% |
$522K - $581K
|
564K
$37.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.73KNew |
$506K - $563K
|
8.73K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
8.73K+ 6.58% |
$506K - $562K
|
141K
$9.46M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.55K+ 18.75% |
$496K - $551K
|
54.1K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.55KNew |
$496K - $551K
|
8.55K
$572K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
8.51KNew |
$494K - $549K
|
8.51K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.17K+ 1068.37% |
$474K - $527K
|
8.94K
$598K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.12K+ 133.75% |
$471K - $523K
|
14.2K
$950K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
8.04K+ 8.18% |
$466K - $518K
|
106K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.03K+ 19.35% |
$466K - $518K
|
49.5K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.02KNew |
$465K - $517K
|
8.02K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8K+ 96.25% |
$464K - $515K
|
16.3K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
7.98K+ 6.55% |
$463K - $514K
|
130K
$8.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
7.92K+ 4.86% |
$460K - $511K
|
171K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.85K+ 3.11% |
$455K - $506K
|
260K
$17.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
7.78KNew |
$451K - $501K
|
7.78K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.53K+ 11.93% |
$437K - $485K
|
70.6K
$4.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.42K+ 36.92% |
$430K - $478K
|
27.5K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.37K+ 8.49% |
$427K - $475K
|
94.2K
$6.3M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.1KNew |
$412K - $458K
|
7.1K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.1K+ 113.62% |
$412K - $458K
|
13.3K
$893K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.06KNew |
$409K - $455K
|
7.06K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.94K+ 5.26% |
$402K - $447K
|
139K
$9.29M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
6.93KNew |
$402K - $447K
|
6.93K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.87K+ 0.73% |
$399K - $443K
|
946K
$63.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.81K+ 1.5% |
$395K - $439K
|
461K
$30.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.74KNew |
$391K - $435K
|
6.74K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.7KNew |
$389K - $432K
|
6.7K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6.67K+ 8.02% |
$387K - $430K
|
89.8K
$6.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.64KNew |
$385K - $428K
|
6.64K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.62K+ 10.18% |
$384K - $427K
|
71.7K
$4.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.53K+ 13.87% |
$379K - $421K
|
53.6K
$3.59M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6.37KNew |
$370K - $411K
|
6.37K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
6.24K+ 21.1% |
$362K - $402K
|
35.8K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
6.17K+ 4.99% |
$358K - $398K
|
130K
$8.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.09K+ 808.23% |
$353K - $392K
|
6.84K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
6.06K+ 2.78% |
$352K - $391K
|
224K
$15M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.01KNew |
$349K - $387K
|
6.01K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.91K+ 9.78% |
$343K - $381K
|
66.3K
$4.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.9K+ 0.96% |
$342K - $380K
|
618K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
5.89KNew |
$341K - $379K
|
5.89K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.88K+ 0.87% |
$341K - $379K
|
680K
$45.5M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
5.75KNew |
$333K - $370K
|
5.75K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.72K+ 4.16% |
$332K - $369K
|
143K
$9.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
5.63K+ 10.29% |
$327K - $363K
|
60.3K
$4.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.55K+ 45.69% |
$322K - $358K
|
17.7K
$1.18M
|