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
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.35K- 5.68% |
$291K - $309K
|
88.9K
$5.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.48K- 20.79% |
$297K - $316K
|
20.9K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.67K- 0.88% |
$308K - $327K
|
638K
$39.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.93K- 13.09% |
$322K - $343K
|
39.4K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6K- 3.43% |
$326K - $347K
|
169K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.12K- 14.34% |
$332K - $353K
|
36.5K
$2.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-6.19K- 25.42% |
$336K - $358K
|
18.2K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.18K- 32.17% |
$444K - $472K
|
17.2K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-8.4K- 1.91% |
$456K - $485K
|
431K
$26.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-8.92K- 6.03% |
$484K - $515K
|
139K
$8.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-8.93K- 22.12% |
$484K - $516K
|
31.4K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.03K- 37.26% |
$490K - $521K
|
15.2K
$931K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-9.09K- 34.49% |
$494K - $525K
|
17.3K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.24K- 62.46% |
$501K - $533K
|
5.55K
$340K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-9.24K- 4.82% |
$502K - $534K
|
182K
$11.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-9.97K- 40.37% |
$541K - $576K
|
14.7K
$902K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10K- 9.12% |
$544K - $579K
|
99.8K
$6.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-10.3K- 11.16% |
$557K - $593K
|
81.6K
$5M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 2.93% |
$582K - $619K
|
355K
$21.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-10.9K- 59.15% |
$590K - $628K
|
7.51K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.4K- 4.06% |
$619K - $658K
|
269K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-11.5K- 10.13% |
$622K - $662K
|
102K
$6.22M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.6K- 21.53% |
$628K - $669K
|
42.2K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-12K- 44.61% |
$651K - $693K
|
14.9K
$913K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.8K- 11.67% |
$748K - $796K
|
104K
$6.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-14.7K- 48.01% |
$796K - $847K
|
15.9K
$973K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-15.3K- 30.81% |
$832K - $885K
|
34.4K
$2.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-16.2K- 2.14% |
$878K - $934K
|
739K
$45.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.4K- 60.97% |
$890K - $947K
|
10.5K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-16.5K- 13.0% |
$896K - $953K
|
110K
$6.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-17.4K- 34.82% |
$947K - $1.01M
|
32.6K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18.2K- 10.4% |
$985K - $1.05M
|
156K
$9.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-18.2K- 16.03% |
$988K - $1.05M
|
95.3K
$5.84M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.1K- 14.56% |
$1.09M - $1.16M
|
118K
$7.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-20.7K- 33.5% |
$1.12M - $1.2M
|
41.1K
$2.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-21.9K- 3.75% |
$1.19M - $1.26M
|
562K
$34.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.3K- 1.21% |
$1.32M - $1.4M
|
1.98M
$121M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-25.9K- 1.02% |
$1.4M - $1.49M
|
2.51M
$154M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28.7K- 79.41% |
$1.56M - $1.66M
|
7.45K
$456K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-29.4K- 57.01% |
$1.59M - $1.7M
|
22.1K
$1.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-29.8K- 14.26% |
$1.62M - $1.72M
|
179K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.5K- 4.12% |
$1.65M - $1.76M
|
708K
$43.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.7K- 5.58% |
$1.72M - $1.83M
|
537K
$32.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-32K- 58.81% |
$1.74M - $1.85M
|
22.4K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-34K- 16.4% |
$1.84M - $1.96M
|
173K
$10.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-38.1K- 6.12% |
$2.07M - $2.2M
|
584K
$35.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.9K- 1.35% |
$2.22M - $2.36M
|
2.98M
$183M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-45.7K- 4.79% |
$2.48M - $2.64M
|
908K
$55.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-49.5K- 6.04% |
$2.69M - $2.86M
|
770K
$47.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-50.6K- 5.09% |
$2.75M - $2.93M
|
945K
$57.9M
|