Purchases and Sales Made in Q3 2022 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-4.7K- 6.97% |
$215K - $256K
|
62.8K
$3.85M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.76K- 41.92% |
$218K - $259K
|
6.59K
$404K
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-4.77K- 48.67% |
$218K - $260K
|
5.03K
$308K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.78K- 15.17% |
$219K - $261K
|
26.7K
$1.64M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.84K- 45.53% |
$221K - $264K
|
5.79K
$355K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.86K- 17.63% |
$223K - $265K
|
22.7K
$1.39M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.02K- 22.23% |
$230K - $274K
|
17.6K
$1.08M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-5.09K- 8.91% |
$233K - $278K
|
52K
$3.19M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.1K- 14.72% |
$233K - $278K
|
29.5K
$1.81M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.36K- 11.75% |
$245K - $292K
|
40.3K
$2.47M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.4K- 6.76% |
$247K - $295K
|
74.5K
$4.57M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.41K- 69.67% |
$247K - $295K
|
2.35K
$144K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5.44K- 9.73% |
$249K - $297K
|
50.5K
$3.09M
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-5.47K- 14.69% |
$250K - $298K
|
31.8K
$1.95M
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-5.87K- 3.09% |
$269K - $320K
|
184K
$11.3M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-5.95K- 23.74% |
$272K - $324K
|
19.1K
$1.17M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-6.24K- 7.29% |
$285K - $340K
|
79.3K
$4.86M
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-6.29K- 23.48% |
$288K - $343K
|
20.5K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.43K- 31.72% |
$294K - $351K
|
13.8K
$848K
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-6.54K- 3.52% |
$299K - $357K
|
180K
$11M
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.67K- 39.1% |
$305K - $364K
|
10.4K
$636K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7K- 49.12% |
$320K - $382K
|
7.25K
$444K
|
|
Nov 01, 2022
Q3 2022
|
Sicart Associates LLC
|
SELL
|
- |
-7K- 16.74% |
$320K - $382K
|
34.8K
$2.13M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.08K- 3.44% |
$324K - $386K
|
199K
$12.2M
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.22K- 1.42% |
$330K - $394K
|
501K
$30.7M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-7.7K- 4.28% |
$352K - $420K
|
172K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-7.81K- 56.55% |
$357K - $426K
|
6K
$368K
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.2K- 17.31% |
$375K - $447K
|
39.2K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.21K- 46.02% |
$376K - $448K
|
9.63K
$590K
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.41K- 53.06% |
$385K - $458K
|
7.44K
$456K
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8.48K- 12.85% |
$388K - $462K
|
57.5K
$3.52M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.55K- 59.36% |
$391K - $466K
|
5.85K
$359K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-8.69K- 10.08% |
$398K - $474K
|
77.5K
$4.75M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.29K- 8.43% |
$425K - $507K
|
101K
$6.18M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.38K- 13.05% |
$429K - $512K
|
62.5K
$3.83M
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
SELL
|
- |
-9.44K- 2.7% |
$432K - $515K
|
341K
$20.9M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9.5K- 25.26% |
$434K - $518K
|
28.1K
$1.72M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9.9K- 61.89% |
$453K - $540K
|
6.1K
$374K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.1K- 5.46% |
$461K - $549K
|
174K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.9K- 36.15% |
$499K - $595K
|
19.3K
$1.18M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 1.95% |
$502K - $599K
|
551K
$33.8M
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-11.3K- 4.92% |
$516K - $615K
|
218K
$13.3M
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-11.4K- 2.31% |
$520K - $620K
|
480K
$29.4M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-11.4K- 62.4% |
$524K - $624K
|
6.9K
$423K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.8K- 26.21% |
$541K - $644K
|
33.3K
$2.04M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-13.3K- 11.29% |
$607K - $724K
|
104K
$6.39M
|
|
Nov 02, 2022
Q3 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-14.2K- 55.58% |
$649K - $774K
|
11.3K
$695K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.2K- 57.08% |
$694K - $827K
|
11.4K
$698K
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.8K- 5.19% |
$724K - $863K
|
289K
$17.7M
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-17.1K- 23.54% |
$784K - $934K
|
55.6K
$3.41M
|