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 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
16.2K+ 1.6% |
$880K - $936K
|
1.03M
$62.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
15.8K+ 81.31% |
$860K - $915K
|
35.3K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.4KNew |
$837K - $891K
|
15.4K
$945K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
15.2K+ 3.59% |
$823K - $876K
|
438K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
15K+ 60.96% |
$815K - $867K
|
39.6K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
15K+ 2.36% |
$813K - $865K
|
649K
$39.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14.6K+ 5.58% |
$792K - $843K
|
276K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.4K+ 8.41% |
$780K - $830K
|
185K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
14.2KNew |
$769K - $818K
|
14.2K
$868K
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.7KNew |
$744K - $792K
|
13.7K
$840K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13.6K+ 3.21% |
$738K - $785K
|
437K
$26.8M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13.5K+ 21.06% |
$733K - $780K
|
77.6K
$4.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13.4K+ 20.97% |
$729K - $775K
|
77.4K
$4.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 136.14% |
$726K - $772K
|
23.2K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
13.1KNew |
$712K - $757K
|
13.1K
$803K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
13K+ 12.67% |
$705K - $750K
|
115K
$7.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
12.8K+ 40.94% |
$695K - $740K
|
44.1K
$2.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6K+ 11.01% |
$686K - $730K
|
128K
$7.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.6K+ 11.38% |
$686K - $730K
|
124K
$7.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
12.5K+ 1.14% |
$680K - $724K
|
1.11M
$68.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
12.4K+ 99.63% |
$672K - $716K
|
24.8K
$1.52M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
12.4K+ 99.63% |
$672K - $716K
|
24.8K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.2K+ 249.06% |
$660K - $702K
|
17K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.8K+ 23.28% |
$642K - $683K
|
62.6K
$3.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
11.3KNew |
$615K - $654K
|
11.3K
$694K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
11.3K+ 13.32% |
$614K - $654K
|
96.3K
$5.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
11.2K+ 2.48% |
$609K - $648K
|
464K
$28.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
11.2KNew |
$608K - $647K
|
11.2K
$686K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.1K+ 16.55% |
$603K - $642K
|
78.2K
$4.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.6K+ 133.4% |
$573K - $610K
|
18.5K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
10.3KNew |
$560K - $596K
|
10.3K
$632K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.3KNew |
$559K - $595K
|
10.3K
$631K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.3K+ 5.9% |
$557K - $592K
|
184K
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.2K+ 13.64% |
$554K - $589K
|
85K
$5.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.1K+ 1235.86% |
$548K - $583K
|
10.9K
$669K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
10.1K+ 162.06% |
$548K - $583K
|
16.3K
$1M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
10KNew |
$545K - $580K
|
10K
$616K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.96K+ 0.9% |
$540K - $575K
|
1.11M
$68.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.91K+ 2.09% |
$538K - $572K
|
483K
$29.6M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
9.69K+ 5.8% |
$526K - $560K
|
177K
$10.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.69K+ 41.58% |
$526K - $560K
|
33K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
9.6K+ 3.73% |
$521K - $554K
|
267K
$16.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
9.59K+ 4.74% |
$520K - $554K
|
212K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
9.5K+ 19.59% |
$515K - $548K
|
58K
$3.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.17K+ 5.71% |
$498K - $530K
|
170K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.05K+ 8.28% |
$491K - $523K
|
118K
$7.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.66K+ 1.97% |
$470K - $500K
|
448K
$27.4M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
8.53K+ 18.97% |
$463K - $493K
|
53.5K
$3.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.51K+ 1.53% |
$462K - $491K
|
565K
$34.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.46K+ 116.0% |
$459K - $488K
|
15.7K
$965K
|