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 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-149- 0.68% |
$8.09K - $8.61K
|
21.9K
$1.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-157- 0.24% |
$8.52K - $9.07K
|
66.2K
$3.96M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-165- 1.89% |
$8.96K - $9.53K
|
8.59K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-185- 0.4% |
$10K - $10.7K
|
46.3K
$2.77M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-190- 4.65% |
$10.3K - $11K
|
3.9K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-191- 10.9% |
$10.4K - $11K
|
1.56K
$93.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-200- 14.68% |
$10.9K - $11.6K
|
1.16K
$69.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-205- 4.22% |
$11.1K - $11.8K
|
4.66K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-212- 1.07% |
$11.5K - $12.2K
|
19.6K
$1.17M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-214Closed |
$11.6K - $12.4K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-220- 1.68% |
$11.9K - $12.7K
|
12.9K
$771K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-228- 1.5% |
$12.4K - $13.2K
|
15K
$898K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-239- 2.05% |
$13K - $13.8K
|
11.4K
$683K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-244- 0.8% |
$13.2K - $14.1K
|
30.4K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-250- 2.09% |
$13.6K - $14.4K
|
11.7K
$700K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-267- 2.2% |
$14.5K - $15.4K
|
11.8K
$708K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-268- 65.53% |
$14.5K - $15.5K
|
141
$8.43K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-269- 5.95% |
$14.6K - $15.5K
|
4.25K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-278- 30.45% |
$15.1K - $16.1K
|
635
$38K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-285- 53.27% |
$15.5K - $16.5K
|
250
$15K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-290- 4.53% |
$15.7K - $16.8K
|
6.11K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-294- 1.43% |
$16K - $17K
|
20.3K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-305- 6.18% |
$16.6K - $17.6K
|
4.63K
$277K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-315- 0.65% |
$17.1K - $18.2K
|
47.9K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-338- 3.3% |
$18.3K - $19.5K
|
9.89K
$592K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-346- 0.59% |
$18.8K - $20K
|
57.9K
$3.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-349- 4.1% |
$18.9K - $20.2K
|
8.16K
$488K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-353- 8.08% |
$19.2K - $20.4K
|
4.02K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-390- 2.29% |
$21.2K - $22.5K
|
16.6K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-394- 9.51% |
$21.4K - $22.8K
|
3.75K
$224K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-396- 0.39% |
$21.5K - $22.9K
|
100K
$5.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-407- 7.32% |
$22.1K - $23.5K
|
5.15K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-412- 0.59% |
$22.4K - $23.8K
|
69K
$4.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-424- 1.14% |
$23K - $24.5K
|
36.8K
$2.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-429- 1.28% |
$23.3K - $24.8K
|
33.2K
$1.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-433- 7.05% |
$23.5K - $25K
|
5.71K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-433- 69.5% |
$23.5K - $25K
|
190
$11.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-434- 5.99% |
$23.6K - $25.1K
|
6.82K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-442- 2.6% |
$24K - $25.5K
|
16.6K
$992K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-457- 1.71% |
$24.8K - $26.4K
|
26.2K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-459- 0.33% |
$24.9K - $26.5K
|
138K
$8.26M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-474- 29.01% |
$25.7K - $27.4K
|
1.16K
$69.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-475- 5.52% |
$25.8K - $27.4K
|
8.12K
$486K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-500- 3.78% |
$27.1K - $28.9K
|
12.7K
$761K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-519- 7.95% |
$28.2K - $30K
|
6.01K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-535- 3.41% |
$29K - $30.9K
|
15.2K
$908K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-545- 3.67% |
$29.6K - $31.5K
|
14.3K
$855K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-550- 2.32% |
$29.9K - $31.8K
|
23.1K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-554- 0.65% |
$30.1K - $32K
|
84.5K
$5.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-571- 2.54% |
$31K - $33K
|
21.9K
$1.31M
|