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 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.39K- 13.66% |
$75.3K - $80.2K
|
8.77K
$538K
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.4K- 11.04% |
$75.9K - $80.8K
|
11.3K
$690K
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.45K- 1.65% |
$78.8K - $83.8K
|
86.6K
$5.31M
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.45K- 16.64% |
$78.9K - $83.9K
|
7.28K
$446K
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.46K- 7.2% |
$79K - $84K
|
18.8K
$1.15M
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.47K- 2.84% |
$79.8K - $84.9K
|
50.2K
$3.08M
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.51K- 27.55% |
$81.8K - $87K
|
3.96K
$243K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.64K- 29.18% |
$89.1K - $94.8K
|
3.98K
$244K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.65K- 2.27% |
$89.6K - $95.4K
|
71K
$4.35M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.76K- 29.73% |
$95.5K - $102K
|
4.16K
$255K
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.82K- 5.49% |
$99K - $105K
|
31.4K
$1.92M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.82K- 5.5% |
$99K - $105K
|
31.3K
$1.92M
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.85K- 6.79% |
$101K - $107K
|
25.4K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.89K- 1.03% |
$103K - $109K
|
182K
$11.2M
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2K- 8.84% |
$109K - $116K
|
20.6K
$1.26M
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.02K- 1.97% |
$110K - $117K
|
101K
$6.17M
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.05K- 10.15% |
$111K - $118K
|
18.2K
$1.11M
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.1K- 13.13% |
$114K - $121K
|
13.9K
$850K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.13K- 27.42% |
$115K - $123K
|
5.63K
$345K
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.15K- 12.09% |
$117K - $124K
|
15.6K
$959K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.16K- 2.17% |
$117K - $125K
|
97.5K
$5.97M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.16K- 2.17% |
$117K - $125K
|
97.5K
$5.97M
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.16K- 16.33% |
$117K - $125K
|
11.1K
$678K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.18K- 99.0% |
$118K - $126K
|
22
$1.35K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.19K- 10.05% |
$119K - $126K
|
19.6K
$1.2M
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-2.37K- 6.3% |
$129K - $137K
|
35.3K
$2.16M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.4K- 18.22% |
$130K - $139K
|
10.8K
$660K
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.46K- 6.48% |
$133K - $142K
|
35.4K
$2.17M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 9.86% |
$135K - $143K
|
22.7K
$1.39M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.59K- 6.18% |
$141K - $150K
|
39.3K
$2.41M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.72K- 14.82% |
$147K - $157K
|
15.6K
$957K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-2.77K- 2.73% |
$151K - $160K
|
99K
$6.06M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.79K- 4.21% |
$151K - $161K
|
63.4K
$3.89M
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.9K- 39.97% |
$158K - $168K
|
4.36K
$267K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.05K- 0.86% |
$166K - $176K
|
353K
$21.6M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.25K- 11.02% |
$176K - $187K
|
26.2K
$1.61M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-3.31K- 2.05% |
$179K - $191K
|
158K
$9.67M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3.31K- 2.05% |
$179K - $191K
|
158K
$9.67M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.32K- 12.56% |
$180K - $192K
|
23.1K
$1.41M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.36K- 16.49% |
$182K - $194K
|
17K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.41K- 11.29% |
$185K - $197K
|
26.8K
$1.64M
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-3.45K- 2.46% |
$187K - $199K
|
137K
$8.39M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.75K- 37.78% |
$204K - $217K
|
6.18K
$378K
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.02K- 7.23% |
$218K - $232K
|
51.7K
$3.16M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.2K- 2.41% |
$228K - $242K
|
170K
$10.4M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.2K- 35.46% |
$228K - $243K
|
7.64K
$468K
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.51K- 1.52% |
$245K - $260K
|
293K
$17.9M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.03K- 38.97% |
$273K - $291K
|
7.88K
$483K
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-5.06K- 21.33% |
$275K - $292K
|
18.7K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.25K- 13.9% |
$285K - $303K
|
32.5K
$1.99M
|