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 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-580- 1.73% |
$31.5K - $33.5K
|
33K
$2.02M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-584Closed |
$31.7K - $33.7K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 0.02% |
$32.7K - $34.8K
|
2.93M
$180M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-618- 2.48% |
$33.5K - $35.7K
|
24.3K
$1.49M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-619- 3.05% |
$33.6K - $35.8K
|
19.7K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-634- 12.76% |
$34.4K - $36.6K
|
4.34K
$266K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
SELL
|
- |
-648- 0.57% |
$35.2K - $37.4K
|
114K
$6.96M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-656- 0.37% |
$35.6K - $37.9K
|
177K
$10.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-727- 3.48% |
$39.5K - $42K
|
20.2K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-737- 12.59% |
$40K - $42.6K
|
5.12K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-741- 5.73% |
$40.2K - $42.8K
|
12.2K
$748K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-755- 6.06% |
$41K - $43.6K
|
11.7K
$717K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-778- 3.93% |
$42.2K - $44.9K
|
19K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-805- 3.89% |
$43.7K - $46.5K
|
19.9K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-820- 1.16% |
$44.5K - $47.4K
|
69.6K
$4.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-830- 2.65% |
$45.1K - $47.9K
|
30.5K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-855- 1.67% |
$46.4K - $49.4K
|
50.4K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-863- 6.63% |
$46.8K - $49.8K
|
12.1K
$744K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-888- 4.03% |
$48.2K - $51.3K
|
21.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-921- 3.23% |
$50K - $53.2K
|
27.6K
$1.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-927- 0.82% |
$50.3K - $53.5K
|
112K
$6.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-939- 23.54% |
$51K - $54.2K
|
3.05K
$187K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-950- 1.19% |
$51.6K - $54.9K
|
79.1K
$4.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-952- 3.65% |
$51.7K - $55K
|
25.1K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-969- 3.97% |
$52.6K - $56K
|
23.4K
$1.44M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-974- 8.84% |
$52.9K - $56.3K
|
10.1K
$616K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-974- 5.01% |
$52.9K - $56.3K
|
18.5K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-991- 16.71% |
$53.8K - $57.2K
|
4.94K
$303K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-993- 17.87% |
$53.9K - $57.4K
|
4.56K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1K- 4.12% |
$54.3K - $57.8K
|
23.3K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.01K- 1.4% |
$54.7K - $58.2K
|
71K
$4.35M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.03K- 13.82% |
$55.8K - $59.4K
|
6.41K
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.05K- 18.4% |
$57K - $60.7K
|
4.66K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.06K- 8.04% |
$57.4K - $61.1K
|
12.1K
$742K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.09K- 2.42% |
$59.1K - $62.9K
|
43.8K
$2.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.09K- 5.67% |
$59.3K - $63.1K
|
18.2K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.13K- 12.25% |
$61.2K - $65.1K
|
8.07K
$494K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.25K- 7.48% |
$68.1K - $72.4K
|
15.5K
$951K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.25K- 7.48% |
$68.1K - $72.4K
|
15.5K
$951K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.27K- 14.18% |
$68.8K - $73.2K
|
7.68K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.28K- 5.47% |
$69.5K - $74K
|
22.1K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.29K- 4.82% |
$69.7K - $74.2K
|
25.4K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 2.75% |
$70.5K - $75K
|
45.9K
$2.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 8.16% |
$70.8K - $75.3K
|
14.7K
$899K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.31K- 1.0% |
$71.3K - $75.9K
|
131K
$8.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 7.84% |
$71.9K - $76.5K
|
15.6K
$954K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.33K- 98.08% |
$72.2K - $76.8K
|
26
$1.59K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.33K- 0.13% |
$72.2K - $76.8K
|
1.05M
$64.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.33K- 0.39% |
$72.4K - $77K
|
340K
$20.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.34K- 11.2% |
$72.7K - $77.4K
|
10.6K
$651K
|