Purchases and Sales Made in Q2 2021 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.28K+ 20.77% |
$81.3K - $86.4K
|
7.44K
$484K
|
|
Jul 22, 2021
Q2 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.25K+ 8.88% |
$79.4K - $84.4K
|
15.3K
$997K
|
|
Aug 06, 2021
Q2 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.23K+ 0.67% |
$78.3K - $83.2K
|
186K
$12.1M
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1.21K+ 6.81% |
$76.9K - $81.7K
|
19K
$1.23M
|
|
Jul 14, 2021
Q2 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.2K+ 22.12% |
$76.3K - $81K
|
6.63K
$431K
|
|
Jul 28, 2021
Q2 2021
|
Washington Trust Bank
|
BUY
|
- |
1.18K+ 2.81% |
$74.8K - $79.4K
|
43K
$2.8M
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.1K+ 14.14% |
$70K - $74.4K
|
8.9K
$579K
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
1.04KNew |
$66.1K - $70.2K
|
1.04K
$67.7K
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.03K+ 16.5% |
$65.1K - $69.2K
|
7.24K
$471K
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.02KNew |
$64.8K - $68.8K
|
1.02K
$66.3K
|
|
Aug 16, 2021
Q2 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1K+ 6.67% |
$63.6K - $67.5K
|
16K
$1.04M
|
|
Aug 02, 2021
Q2 2021
|
Corundum Group, Inc.
|
BUY
|
- |
995+ 3.05% |
$63.2K - $67.2K
|
33.7K
$2.19M
|
|
Aug 06, 2021
Q2 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
989+ 3.11% |
$62.9K - $66.8K
|
32.8K
$2.13M
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
982New |
$62.4K - $66.3K
|
982
$63.9K
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
964+ 26.1% |
$61.3K - $65.1K
|
4.66K
$303K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
960+ 21.48% |
$61K - $64.8K
|
5.43K
$353K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
931+ 16.66% |
$59.2K - $62.8K
|
6.52K
$424K
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
898+ 6.63% |
$57.1K - $60.6K
|
14.4K
$940K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
869New |
$55.2K - $58.7K
|
869
$56.5K
|
|
Aug 10, 2021
Q2 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
842+ 7.14% |
$53.5K - $56.8K
|
12.6K
$822K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
840New |
$53.4K - $56.7K
|
840
$54.7K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
835+ 109.15% |
$53.1K - $56.4K
|
1.6K
$104K
|
|
Aug 03, 2021
Q2 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
832+ 4.46% |
$52.9K - $56.2K
|
19.5K
$1.27M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
824+ 6.2% |
$52.4K - $55.6K
|
14.1K
$918K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
783+ 1.08% |
$49.8K - $52.9K
|
73.5K
$4.78M
|
|
Aug 16, 2021
Q2 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
775+ 17.44% |
$49.3K - $52.3K
|
5.22K
$340K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
758+ 2.83% |
$48.2K - $51.2K
|
27.6K
$1.79M
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
755+ 0.91% |
$48K - $51K
|
83.4K
$5.42M
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
743+ 10.11% |
$47.2K - $50.2K
|
8.09K
$526K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
707+ 8.53% |
$44.9K - $47.7K
|
9K
$585K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
706+ 22.21% |
$44.9K - $47.7K
|
3.89K
$253K
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
678+ 2.48% |
$43.1K - $45.8K
|
28K
$1.82M
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
666+ 3.45% |
$42.3K - $45K
|
20K
$1.3M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
662+ 2.98% |
$42.1K - $44.7K
|
22.9K
$1.49M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
658+ 64.89% |
$41.8K - $44.4K
|
1.67K
$109K
|
|
Aug 10, 2021
Q2 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
647+ 0.64% |
$41.1K - $43.7K
|
102K
$6.61M
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
589+ 47.96% |
$37.4K - $39.8K
|
1.82K
$118K
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
584+ 14.58% |
$37.1K - $39.4K
|
4.59K
$299K
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
576+ 5.53% |
$36.6K - $38.9K
|
11K
$715K
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
571New |
$36.3K - $38.5K
|
571
$37.2K
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
567+ 7.99% |
$36K - $38.3K
|
7.66K
$499K
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
550+ 28.95% |
$35K - $37.1K
|
2.45K
$159K
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
548+ 2.66% |
$34.8K - $37K
|
21.1K
$1.38M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
526+ 1.66% |
$33.4K - $35.5K
|
32.3K
$2.1M
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
515+ 5.6% |
$32.7K - $34.8K
|
9.7K
$631K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
500+ 7.47% |
$31.8K - $33.8K
|
7.19K
$468K
|
|
Jul 13, 2021
Q2 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
493+ 6.63% |
$31.3K - $33.3K
|
7.93K
$516K
|
|
Jan 19, 2022
Q2 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
475+ 0.74% |
$30.2K - $32.1K
|
65K
$4.23M
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
461+ 5.04% |
$29.3K - $31.1K
|
9.6K
$625K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
460+ 10.91% |
$29.2K - $31.1K
|
4.68K
$304K
|