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 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.33K+ 51.43% |
$72.2K - $76.9K
|
3.92K
$240K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.33K+ 2.88% |
$72.2K - $76.8K
|
47.5K
$2.91M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.33K+ 2.88% |
$72.2K - $76.8K
|
47.5K
$2.91M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.32K+ 10.25% |
$71.7K - $76.3K
|
14.2K
$870K
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.32K+ 10.19% |
$71.6K - $76.2K
|
14.3K
$875K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.31K+ 17.36% |
$71.1K - $75.7K
|
8.85K
$542K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.29K+ 12.05% |
$70.1K - $74.6K
|
12K
$736K
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.28K+ 8.32% |
$69.4K - $73.8K
|
16.6K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.25K+ 33.1% |
$67.9K - $72.2K
|
5.03K
$308K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.25K+ 0.76% |
$67.6K - $72K
|
166K
$10.2M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.23K+ 29.54% |
$66.7K - $71K
|
5.39K
$330K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.23K+ 2043.33% |
$66.5K - $70.8K
|
1.29K
$78.8K
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.22K+ 1.79% |
$66.4K - $70.7K
|
69.6K
$4.26M
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.22K+ 5.51% |
$66.3K - $70.5K
|
23.4K
$1.43M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.21KNew |
$65.7K - $69.9K
|
1.21K
$74.2K
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.21K+ 2.51% |
$65.7K - $69.9K
|
49.3K
$3.02M
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.2K+ 21.16% |
$65.3K - $69.5K
|
6.89K
$422K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.2K+ 23.96% |
$65.1K - $69.3K
|
6.21K
$380K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.19K+ 1.59% |
$64.8K - $69K
|
76.2K
$4.67M
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.18K+ 1.06% |
$64.2K - $68.3K
|
113K
$6.89M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 1.4% |
$64K - $68.1K
|
85.3K
$5.23M
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1.18K+ 9.46% |
$63.9K - $68K
|
13.6K
$835K
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
BUY
|
- |
1.16K+ 0.19% |
$62.7K - $66.8K
|
602K
$36.9M
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.15K+ 2.38% |
$62.3K - $66.3K
|
49.3K
$3.02M
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
1.13K+ 0.17% |
$61.1K - $65K
|
658K
$40.3M
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 1.22% |
$60.9K - $64.8K
|
92.9K
$5.69M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.1K+ 6.92% |
$59.5K - $63.4K
|
16.9K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 1.75% |
$54.4K - $57.9K
|
58.2K
$3.57M
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
986+ 0.24% |
$53.5K - $57K
|
415K
$25.4M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
963+ 234.88% |
$52.3K - $55.6K
|
1.37K
$84.1K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
935+ 6.91% |
$50.8K - $54K
|
14.5K
$886K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
934+ 3.76% |
$50.7K - $53.9K
|
25.8K
$1.58M
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
907+ 2.34% |
$49.2K - $52.4K
|
39.6K
$2.43M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
907+ 3.9% |
$49.2K - $52.4K
|
24.2K
$1.48M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
905+ 2.76% |
$49.1K - $52.3K
|
33.7K
$2.06M
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
880+ 1.98% |
$47.8K - $50.8K
|
45.4K
$2.78M
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
855+ 32.55% |
$46.4K - $49.4K
|
3.48K
$213K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
838+ 16.47% |
$45.5K - $48.4K
|
5.93K
$363K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
804+ 2.7% |
$43.6K - $46.4K
|
30.6K
$1.88M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
804+ 2.7% |
$43.6K - $46.4K
|
30.6K
$1.88M
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
797+ 7.0% |
$43.3K - $46K
|
12.2K
$747K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
781New |
$42.4K - $45.1K
|
781
$47.9K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
767+ 16.58% |
$41.6K - $44.3K
|
5.39K
$330K
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
763+ 17.07% |
$41.4K - $44.1K
|
5.23K
$321K
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
763+ 17.07% |
$41.4K - $44.1K
|
5.23K
$321K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
757+ 669.91% |
$41.1K - $43.7K
|
870
$53.3K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
748+ 14.66% |
$40.6K - $43.2K
|
5.85K
$359K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
746+ 4.9% |
$40.5K - $43.1K
|
16K
$979K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
745+ 1.56% |
$40.4K - $43K
|
48.4K
$2.96M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
705+ 0.45% |
$38.3K - $40.7K
|
157K
$9.62M
|