Purchases and Sales Made in Q2 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 2023. 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 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.09M+ 49.76% |
$331M - $352M
|
18.3M
$1.12B
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
657K+ 25.17% |
$35.7M - $38M
|
3.27M
$200M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
529KNew |
$28.7M - $30.5M
|
529K
$32.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
472K+ 116.66% |
$25.6M - $27.2M
|
876K
$53.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
465K+ 135.18% |
$25.3M - $26.9M
|
809K
$49.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
421K+ 4.57% |
$22.9M - $24.3M
|
9.64M
$591M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
379K+ 583.92% |
$20.6M - $21.9M
|
444K
$27.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
302K+ 92.62% |
$16.4M - $17.4M
|
627K
$38.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
301K+ 7.91% |
$16.3M - $17.4M
|
4.11M
$252M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
287K+ 14.03% |
$15.6M - $16.6M
|
2.34M
$143M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
259K+ 7.8% |
$14.1M - $15M
|
3.58M
$219M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
257K+ 1.81% |
$14M - $14.9M
|
14.5M
$887M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
213K+ 159.23% |
$11.6M - $12.3M
|
347K
$21.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
200KNew |
$10.8M - $11.5M
|
200K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
176KNew |
$9.53M - $10.1M
|
176K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
173K+ 666.27% |
$9.37M - $9.97M
|
199K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
162KNew |
$8.79M - $9.35M
|
162K
$9.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
152K+ 967.28% |
$8.23M - $8.76M
|
167K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
150KNew |
$8.16M - $8.68M
|
150K
$9.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
133K+ 1144.29% |
$7.21M - $7.67M
|
144K
$8.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
123K+ 23.58% |
$6.67M - $7.09M
|
644K
$39.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
121K+ 29.74% |
$6.55M - $6.97M
|
526K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
118K+ 426.99% |
$6.38M - $6.79M
|
145K
$8.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
117K+ 290.85% |
$6.37M - $6.78M
|
158K
$9.66M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
113K+ 19.28% |
$6.15M - $6.55M
|
701K
$43M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
112K+ 5.37% |
$6.06M - $6.44M
|
2.19M
$134M
|
|
|
Aug 10, 2023
Q2 2023
|
Latigo Investments, LLC
|
BUY
|
- |
110KNew |
$5.98M - $6.37M
|
110K
$6.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
101K+ 3.06% |
$5.5M - $5.85M
|
3.41M
$209M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
100K+ 43.62% |
$5.45M - $5.8M
|
331K
$20.3M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
96.7KNew |
$5.25M - $5.59M
|
96.7K
$5.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
96K+ 7.8% |
$5.21M - $5.55M
|
1.33M
$81.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
93.7K+ 841.18% |
$5.09M - $5.41M
|
105K
$6.43M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
93.3K+ 46.42% |
$5.06M - $5.39M
|
294K
$18M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
90.2K+ 114.34% |
$4.9M - $5.21M
|
169K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
81.9KNew |
$4.45M - $4.73M
|
81.9K
$5.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
79.2K+ 1.63% |
$4.3M - $4.58M
|
4.93M
$302M
|
|
|
Jul 21, 2023
Q2 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
77.7K+ 18.75% |
$4.22M - $4.49M
|
492K
$30.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
75.5K+ 277.58% |
$4.1M - $4.36M
|
103K
$6.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
72.7KNew |
$3.95M - $4.2M
|
72.7K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.3K+ 18.15% |
$3.92M - $4.18M
|
470K
$28.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
67.1K+ 85.32% |
$3.64M - $3.88M
|
146K
$8.93M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
65.9K+ 8.87% |
$3.58M - $3.81M
|
809K
$49.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
60.1K+ 10.12% |
$3.26M - $3.47M
|
654K
$40.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
57.9K+ 5640.12% |
$3.14M - $3.35M
|
59K
$3.61M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
52.8K+ 39.72% |
$2.87M - $3.05M
|
186K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52.6K+ 45.02% |
$2.85M - $3.04M
|
169K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
52K+ 4.19% |
$2.82M - $3.01M
|
1.3M
$79.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
50.3K+ 94.11% |
$2.73M - $2.9M
|
104K
$6.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.3K+ 2.22% |
$2.46M - $2.62M
|
2.09M
$128M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.3K+ 19.41% |
$2.46M - $2.62M
|
279K
$17.1M
|