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
|
Evoke Wealth, LLC
|
BUY
|
- |
343+ 8.71% |
$18.6K - $19.8K
|
4.28K
$262K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
331+ 9.44% |
$18K - $19.1K
|
3.84K
$235K
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
330+ 17.14% |
$17.9K - $19.1K
|
2.26K
$138K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
314+ 7.99% |
$17K - $18.1K
|
4.25K
$260K
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
313+ 8.84% |
$17K - $18.1K
|
3.85K
$236K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
306+ 0.9% |
$16.6K - $17.7K
|
34.5K
$2.11M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
293+ 1.49% |
$15.9K - $16.9K
|
20K
$1.23M
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
284+ 1.12% |
$15.4K - $16.4K
|
25.5K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
277+ 0.19% |
$15K - $16K
|
146K
$8.92M
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
274+ 4.33% |
$14.9K - $15.8K
|
6.6K
$405K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
267+ 1.09% |
$14.5K - $15.4K
|
24.8K
$1.52M
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
265+ 0.21% |
$14.4K - $15.3K
|
129K
$7.92M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
262+ 0.83% |
$14.2K - $15.1K
|
31.9K
$1.96M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
261+ 5.86% |
$14.2K - $15.1K
|
4.71K
$289K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
259+ 1.98% |
$14.1K - $15K
|
13.3K
$817K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
246+ 5.8% |
$13.4K - $14.2K
|
4.49K
$275K
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
242+ 0.36% |
$13.1K - $14K
|
68K
$4.17M
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
230+ 3.85% |
$12.5K - $13.3K
|
6.2K
$380K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
221New |
$12K - $12.8K
|
221
$13.5K
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
220+ 2.65% |
$11.9K - $12.7K
|
8.51K
$522K
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
214+ 1.79% |
$11.6K - $12.4K
|
12.2K
$747K
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
212+ 3.86% |
$11.5K - $12.2K
|
5.7K
$349K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
205+ 1.01% |
$11.1K - $11.8K
|
20.5K
$1.26M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
203+ 1.09% |
$11K - $11.7K
|
18.9K
$1.16M
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
200+ 5.81% |
$10.9K - $11.6K
|
3.64K
$223K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
193+ 0.93% |
$10.5K - $11.1K
|
21K
$1.29M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
193New |
$10.5K - $11.1K
|
193
$11.8K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
192+ 0.66% |
$10.4K - $11.1K
|
29.3K
$1.79M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
191+ 12.24% |
$10.4K - $11K
|
1.75K
$107K
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
190+ 0.33% |
$10.3K - $11K
|
58.3K
$3.57M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
189+ 2100.0% |
$10.3K - $10.9K
|
198
$12.1K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
188+ 4.19% |
$10.2K - $10.9K
|
4.68K
$287K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
180New |
$9.77K - $10.4K
|
180
$11K
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
177+ 0.27% |
$9.61K - $10.2K
|
64.8K
$3.97M
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
174+ 0.52% |
$9.44K - $10.1K
|
33.8K
$2.07M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
173+ 1.76% |
$9.39K - $9.99K
|
10K
$613K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
165+ 1.35% |
$8.96K - $9.53K
|
12.4K
$759K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
158+ 2.9% |
$8.58K - $9.13K
|
5.6K
$343K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
157+ 1.26% |
$8.52K - $9.07K
|
12.6K
$772K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
157+ 0.42% |
$8.52K - $9.07K
|
37.9K
$2.32M
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
156+ 1.75% |
$8.47K - $9.01K
|
9.09K
$557K
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
154+ 0.58% |
$8.36K - $8.9K
|
26.6K
$1.63M
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
153+ 0.23% |
$8.3K - $8.84K
|
68.1K
$4.17M
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
152New |
$8.25K - $8.78K
|
152
$9.31K
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
150+ 4.09% |
$8.14K - $8.66K
|
3.81K
$234K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
150+ 3.52% |
$8.14K - $8.66K
|
4.41K
$270K
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
144+ 1.11% |
$7.82K - $8.32K
|
13.1K
$801K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
140+ 0.61% |
$7.6K - $8.09K
|
23.2K
$1.42M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
133+ 2.15% |
$7.22K - $7.68K
|
6.31K
$387K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
131+ 6.0% |
$7.11K - $7.57K
|
2.32K
$142K
|