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
|
Legacy Bridge, LLC
|
BUY
|
- |
4.05K+ 19.28% |
$235K - $261K
|
25.1K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.02K+ 12.96% |
$233K - $259K
|
35K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.99K+ 1.35% |
$231K - $257K
|
300K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.99KNew |
$231K - $257K
|
3.99K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
3.97K+ 69.67% |
$230K - $256K
|
9.66K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.95K+ 6.38% |
$229K - $255K
|
65.9K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.93K+ 85.29% |
$228K - $253K
|
8.54K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
3.93KNew |
$228K - $253K
|
3.93K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.81K+ 23.99% |
$221K - $245K
|
19.7K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.77KNew |
$219K - $243K
|
3.77K
$253K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
3.77K+ 137.82% |
$219K - $243K
|
6.5K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.76KNew |
$218K - $242K
|
3.76K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
3.75KNew |
$218K - $242K
|
3.75K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3.73K+ 155.6% |
$216K - $240K
|
6.12K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.71KNew |
$215K - $239K
|
3.71K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.7K+ 40.75% |
$215K - $239K
|
12.8K
$856K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.65K+ 13.54% |
$212K - $235K
|
30.6K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.65K+ 4.83% |
$212K - $235K
|
79.3K
$5.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.65K+ 4.17% |
$212K - $235K
|
91.2K
$6.1M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.61K+ 58.45% |
$210K - $233K
|
9.79K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.58K+ 3.72% |
$207K - $230K
|
99.6K
$6.67M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.56K+ 17.69% |
$207K - $230K
|
23.7K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.56K+ 8.29% |
$206K - $229K
|
46.5K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
3.55KNew |
$206K - $229K
|
3.55K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.53K+ 9.43% |
$205K - $228K
|
41K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.53KNew |
$205K - $227K
|
3.53K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.52KNew |
$204K - $227K
|
3.52K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.48K+ 0.7% |
$202K - $224K
|
504K
$33.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
3.48K+ 126.91% |
$202K - $224K
|
6.22K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$201K - $223K
|
3.47K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$201K - $223K
|
3.46K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.4KNew |
$197K - $219K
|
3.4K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
3.4K+ 11.93% |
$197K - $219K
|
31.9K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.37KNew |
$196K - $217K
|
3.37K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
3.37K+ 4.66% |
$195K - $217K
|
75.6K
$5.06M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.35KNew |
$194K - $216K
|
3.35K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$194K - $216K
|
3.35K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$194K - $216K
|
3.35K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$193K - $215K
|
3.33K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.32KNew |
$193K - $214K
|
3.32K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.31KNew |
$192K - $214K
|
3.31K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.31KNew |
$192K - $213K
|
3.31K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.3KNew |
$191K - $213K
|
3.3K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
3.3KNew |
$191K - $213K
|
3.3K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.3KNew |
$191K - $213K
|
3.3K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.29KNew |
$191K - $212K
|
3.29K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.28KNew |
$190K - $211K
|
3.28K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.26KNew |
$189K - $210K
|
3.26K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.25K+ 8.86% |
$189K - $210K
|
39.9K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.23KNew |
$187K - $208K
|
3.23K
$216K
|