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 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.6K+ 1.84% |
$250K - $266K
|
254K
$15.6M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
4.48K+ 94.61% |
$243K - $259K
|
9.21K
$564K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.46K+ 76.64% |
$242K - $258K
|
10.3K
$630K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.41K+ 5.84% |
$239K - $255K
|
79.9K
$4.89M
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.32K+ 0.99% |
$235K - $250K
|
441K
$27M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.29K+ 19.19% |
$233K - $248K
|
26.6K
$1.63M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.29KNew |
$233K - $248K
|
4.29K
$263K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.29K+ 1.33% |
$233K - $248K
|
327K
$20.1M
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.24K+ 5.34% |
$230K - $245K
|
83.6K
$5.12M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.23K+ 1.23% |
$230K - $244K
|
348K
$21.3M
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.2K+ 21.92% |
$228K - $243K
|
23.4K
$1.43M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.2K+ 9.92% |
$228K - $243K
|
46.5K
$2.85M
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.2K+ 111.41% |
$228K - $242K
|
7.97K
$488K
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
4.15K+ 9.23% |
$225K - $240K
|
49.1K
$3.01M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.15K+ 24.42% |
$225K - $240K
|
21.1K
$1.3M
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
4.14KNew |
$224K - $239K
|
4.14K
$253K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.07K+ 15.34% |
$221K - $235K
|
30.6K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.99K+ 3.62% |
$217K - $231K
|
114K
$7M
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.97KNew |
$216K - $229K
|
3.97K
$243K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.96K+ 6.74% |
$215K - $229K
|
62.8K
$3.85M
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
3.85K+ 12.2% |
$209K - $222K
|
35.3K
$2.17M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
3.82K+ 7.58% |
$207K - $220K
|
54.2K
$3.32M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.75K+ 6.92% |
$204K - $217K
|
57.9K
$3.55M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.71KNew |
$201K - $214K
|
3.71K
$227K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.65K+ 26.22% |
$198K - $211K
|
17.5K
$1.08M
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.63KNew |
$197K - $210K
|
3.63K
$223K
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.62KNew |
$196K - $209K
|
3.62K
$222K
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3.61K+ 1.5% |
$196K - $209K
|
244K
$15M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.6KNew |
$195K - $208K
|
3.6K
$220K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.59KNew |
$195K - $207K
|
3.59K
$220K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.56K+ 8.52% |
$193K - $206K
|
45.3K
$2.78M
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 5.62% |
$191K - $203K
|
66.2K
$4.05M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.5K+ 2.17% |
$190K - $202K
|
165K
$10.1M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.5K+ 6.17% |
$190K - $202K
|
60.1K
$3.68M
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.47K+ 16.69% |
$188K - $200K
|
24.3K
$1.49M
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
3.46K+ 13.21% |
$188K - $200K
|
29.6K
$1.81M
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.42K+ 75.16% |
$186K - $198K
|
7.98K
$489K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.34K+ 3.57% |
$181K - $193K
|
96.7K
$5.92M
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.33K+ 3.32% |
$181K - $192K
|
104K
$6.35M
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.29K+ 8.98% |
$179K - $190K
|
39.9K
$2.45M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.28K+ 6.17% |
$178K - $190K
|
56.5K
$3.46M
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.18K+ 4.51% |
$173K - $184K
|
73.7K
$4.51M
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
3.17K+ 0.88% |
$172K - $183K
|
364K
$22.3M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.11K+ 27.12% |
$169K - $179K
|
14.6K
$892K
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.08K+ 2.2% |
$167K - $178K
|
143K
$8.77M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.02KNew |
$164K - $174K
|
3.02K
$185K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.02KNew |
$164K - $174K
|
3.02K
$185K
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
2.97K+ 33.68% |
$161K - $171K
|
11.8K
$722K
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.85K+ 19.13% |
$155K - $165K
|
17.7K
$1.09M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.84K+ 24.08% |
$154K - $164K
|
14.6K
$897K
|