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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2+ 0.04% |
$109 - $116
|
5.62K
$344K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 1.16% |
$109 - $116
|
175
$10.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2+ 0.0% |
$109 - $116
|
67.3K
$4.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.02% |
$54.3 - $57.8
|
4.76K
$292K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
1+ 0.28% |
$54.3 - $57.8
|
361
$22.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.0% |
$54.3 - $57.8
|
53.5K
$3.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.01% |
$54.3 - $57.8
|
19.6K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$54.3 - $57.8
|
8.8K
$539K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.03% |
$54.3 - $57.8
|
3.76K
$230K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1- 0.01% |
$54.3 - $57.8
|
7.48K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3- 0.08% |
$163 - $173
|
3.87K
$237K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 0.21% |
$217 - $231
|
1.95K
$119K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 1.15% |
$217 - $231
|
343
$21K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-13- 0.29% |
$706 - $751
|
4.55K
$279K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 92.86% |
$706 - $751
|
1
$61.3
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.43% |
$923 - $982
|
3.95K
$242K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.4% |
$1.09K - $1.16K
|
5.04K
$308K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20- 0.45% |
$1.09K - $1.16K
|
4.47K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-27- 0.03% |
$1.47K - $1.56K
|
82.4K
$5.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-30- 0.62% |
$1.63K - $1.73K
|
4.84K
$297K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-31- 0.33% |
$1.68K - $1.79K
|
9.34K
$572K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-35- 0.41% |
$1.9K - $2.02K
|
8.42K
$516K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-36- 0.24% |
$1.95K - $2.08K
|
15.1K
$925K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37- 1.93% |
$2.01K - $2.14K
|
1.88K
$115K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 10.57% |
$2.12K - $2.25K
|
330
$20.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-40- 0.52% |
$2.17K - $2.31K
|
7.66K
$469K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-43- 0.29% |
$2.33K - $2.48K
|
14.8K
$908K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-46- 0.92% |
$2.5K - $2.66K
|
4.96K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-49- 0.62% |
$2.66K - $2.83K
|
7.8K
$478K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-50- 0.53% |
$2.71K - $2.89K
|
9.44K
$578K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-56- 0.64% |
$3.04K - $3.23K
|
8.76K
$537K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-57- 0.27% |
$3.09K - $3.29K
|
21.2K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-58- 0.38% |
$3.15K - $3.35K
|
15.3K
$937K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-72- 0.56% |
$3.91K - $4.16K
|
12.8K
$784K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-75- 0.76% |
$4.07K - $4.33K
|
9.78K
$599K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-79- 0.7% |
$4.29K - $4.56K
|
11.2K
$687K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-87- 0.56% |
$4.72K - $5.03K
|
15.4K
$943K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-89- 0.82% |
$4.83K - $5.14K
|
10.8K
$660K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-89- 2.2% |
$4.83K - $5.14K
|
3.96K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-92- 1.75% |
$4.99K - $5.31K
|
5.18K
$317K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-105- 1.93% |
$5.7K - $6.06K
|
5.33K
$326K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-110- 0.24% |
$5.97K - $6.35K
|
46.1K
$2.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-110- 19.75% |
$5.97K - $6.35K
|
447
$27.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-116- 2.47% |
$6.3K - $6.7K
|
4.57K
$280K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-122- 0.14% |
$6.62K - $7.05K
|
87.2K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-124- 8.83% |
$6.73K - $7.16K
|
1.28K
$78.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-129- 0.54% |
$7K - $7.45K
|
23.8K
$1.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-130- 0.85% |
$7.06K - $7.51K
|
15.2K
$929K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-139- 35.19% |
$7.54K - $8.03K
|
256
$15.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-144- 1.04% |
$7.82K - $8.32K
|
13.7K
$839K
|