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
|
Iron Financial, LLC
|
BUY
|
- |
2.82K+ 9.94% |
$153K - $163K
|
31.2K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.76K+ 23.14% |
$150K - $160K
|
14.7K
$901K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.71K+ 23.86% |
$147K - $156K
|
14K
$861K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.7K+ 63.11% |
$147K - $156K
|
6.99K
$428K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.65KNew |
$144K - $153K
|
2.65K
$162K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.64K+ 3.29% |
$143K - $152K
|
82.8K
$5.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.61K+ 15.24% |
$142K - $151K
|
19.7K
$1.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.6K+ 27.59% |
$141K - $150K
|
12K
$736K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.58K+ 18.77% |
$140K - $149K
|
16.3K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.56K+ 40.12% |
$139K - $148K
|
8.94K
$548K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.56K+ 6.97% |
$139K - $148K
|
39.3K
$2.41M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.5KNew |
$136K - $145K
|
2.5K
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.46K+ 10.41% |
$134K - $142K
|
26.1K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.36K+ 5.93% |
$128K - $136K
|
42.2K
$2.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.23K+ 2.72% |
$121K - $129K
|
84.1K
$5.15M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.23K+ 37.37% |
$121K - $129K
|
8.19K
$502K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
2.2K+ 6.94% |
$120K - $127K
|
33.9K
$2.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.16K+ 24.13% |
$117K - $125K
|
11.1K
$681K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.16K+ 3.94% |
$117K - $125K
|
57.1K
$3.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.14K+ 2.01% |
$116K - $124K
|
109K
$6.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.06K+ 15.85% |
$112K - $119K
|
15.1K
$923K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.05K+ 45.34% |
$111K - $118K
|
6.57K
$403K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.99K+ 3.61% |
$108K - $115K
|
56.9K
$3.49M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.96K+ 46.95% |
$107K - $113K
|
6.14K
$376K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.9K+ 7.95% |
$103K - $110K
|
25.8K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.89K+ 3.04% |
$103K - $109K
|
64.1K
$3.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.88K+ 26.02% |
$102K - $109K
|
9.12K
$559K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.88K+ 131.67% |
$102K - $109K
|
3.31K
$203K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.87K+ 30.76% |
$102K - $108K
|
7.96K
$488K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.8KNew |
$97.6K - $104K
|
1.8K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
1.79KNew |
$97.1K - $103K
|
1.79K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.75K+ 12.85% |
$94.8K - $101K
|
15.3K
$940K
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.71K+ 11.81% |
$92.8K - $98.8K
|
16.2K
$992K
|
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
1.66K+ 2.29% |
$90.1K - $95.9K
|
74.2K
$4.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.64K+ 23.81% |
$88.9K - $94.6K
|
8.51K
$522K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.62KNew |
$87.7K - $93.3K
|
1.62K
$99K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.56K+ 62.87% |
$84.7K - $90.2K
|
4.04K
$248K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.55K+ 9.09% |
$84K - $89.4K
|
18.6K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.54K+ 5.42% |
$83.5K - $88.9K
|
29.9K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.51K+ 5.34% |
$82.1K - $87.3K
|
29.8K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.49K+ 41.13% |
$80.8K - $85.9K
|
5.11K
$313K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.48K+ 17.02% |
$80.3K - $85.4K
|
10.2K
$623K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.42K+ 3.4% |
$77.3K - $82.3K
|
43.3K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.42K+ 1.57% |
$76.8K - $81.7K
|
91.5K
$5.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
1.39K+ 1.73% |
$75.7K - $80.5K
|
81.8K
$5.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.39K+ 503.99% |
$75.5K - $80.3K
|
1.67K
$102K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.37K+ 8.89% |
$74.5K - $79.2K
|
16.8K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.35K+ 10.76% |
$73.5K - $78.2K
|
13.9K
$854K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.35K+ 32.27% |
$73.3K - $78K
|
5.53K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 5.34% |
$72.8K - $77.5K
|
26.5K
$1.62M
|