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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
130+ 1.1% |
$7.06K - $7.51K
|
11.9K
$729K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
124+ 0.24% |
$6.73K - $7.16K
|
51K
$3.13M
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
122+ 0.79% |
$6.62K - $7.05K
|
15.5K
$950K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
111+ 2.78% |
$6.03K - $6.41K
|
4.11K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
111+ 2.16% |
$6.03K - $6.41K
|
5.26K
$322K
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
110+ 0.1% |
$5.97K - $6.35K
|
107K
$6.53M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
109+ 155.71% |
$5.92K - $6.3K
|
179
$11K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
105+ 1.88% |
$5.7K - $6.06K
|
5.68K
$348K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
103New |
$5.59K - $5.95K
|
103
$6.31K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
101+ 2.56% |
$5.48K - $5.83K
|
4.04K
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
101+ 0.5% |
$5.48K - $5.83K
|
20.2K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 1.1% |
$5.43K - $5.78K
|
9.17K
$562K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$5.43K - $5.78K
|
100
$6.13K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
100+ 0.74% |
$5.43K - $5.78K
|
13.7K
$836K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
100+ 0.52% |
$5.43K - $5.78K
|
19.2K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
98+ 1.04% |
$5.32K - $5.66K
|
9.56K
$585K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
96+ 0.86% |
$5.21K - $5.54K
|
11.3K
$689K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
95+ 1.11% |
$5.16K - $5.49K
|
8.66K
$531K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
94New |
$5.1K - $5.43K
|
94
$5.76K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
94+ 0.79% |
$5.1K - $5.43K
|
12K
$737K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
93+ 0.41% |
$5.05K - $5.37K
|
22.8K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
90+ 1.1% |
$4.89K - $5.2K
|
8.26K
$506K
|
|
|
Aug 03, 2023
Q2 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
90+ 0.4% |
$4.89K - $5.2K
|
22.8K
$1.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
90+ 0.98% |
$4.89K - $5.2K
|
9.26K
$567K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
89+ 0.74% |
$4.83K - $5.14K
|
12.1K
$739K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
80+ 0.95% |
$4.34K - $4.62K
|
8.51K
$521K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
78+ 1.17% |
$4.23K - $4.51K
|
6.77K
$415K
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
76+ 1.37% |
$4.13K - $4.39K
|
5.61K
$344K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
74+ 0.78% |
$4.02K - $4.27K
|
9.55K
$585K
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
71+ 1.34% |
$3.85K - $4.1K
|
5.36K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 1.52% |
$3.8K - $4.04K
|
4.69K
$287K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
70+ 0.09% |
$3.8K - $4.04K
|
80.8K
$4.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
68+ 15.49% |
$3.69K - $3.93K
|
507
$31.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
62+ 0.3% |
$3.37K - $3.58K
|
20.6K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
61+ 1.1% |
$3.31K - $3.52K
|
5.63K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
61+ 0.01% |
$3.31K - $3.52K
|
521K
$31.9M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59+ 0.68% |
$3.2K - $3.41K
|
8.73K
$535K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
59+ 0.68% |
$3.2K - $3.41K
|
8.73K
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 0.85% |
$3.09K - $3.29K
|
6.74K
$413K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
57+ 3.73% |
$3.09K - $3.29K
|
1.59K
$97.2K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
57+ 1.13% |
$3.09K - $3.29K
|
5.09K
$312K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
55+ 0.55% |
$2.99K - $3.18K
|
10.1K
$617K
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
53+ 1.1% |
$2.88K - $3.06K
|
4.87K
$298K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
52+ 0.06% |
$2.82K - $3K
|
91K
$5.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
46+ 1.11% |
$2.5K - $2.66K
|
4.19K
$257K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
45+ 0.79% |
$2.44K - $2.6K
|
5.75K
$352K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
45+ 1.92% |
$2.44K - $2.6K
|
2.39K
$146K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
45New |
$2.44K - $2.6K
|
45
$2.76K
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
43+ 0.47% |
$2.33K - $2.48K
|
9.1K
$558K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
42+ 1.12% |
$2.28K - $2.43K
|
3.78K
$231K
|