Purchases and Sales Made in Q3 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.98M+ 49.01% |
$479M - $523M
|
27.3M
$1.67B
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.93MNew |
$369M - $404M
|
6.93M
$425M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.25M+ 790.04% |
$120M - $131M
|
2.54M
$155M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.07MNew |
$111M - $121M
|
2.07M
$127M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
837K+ 20.38% |
$44.6M - $48.8M
|
4.94M
$303M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
684K+ 88.81% |
$36.4M - $39.8M
|
1.45M
$89.1M
|
|
Nov 01, 2023
Q3 2023
|
Oikos Holdings LLC
|
BUY
|
- |
613K+ 202.74% |
$32.7M - $35.7M
|
916K
$56.1M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
611K+ 75.44% |
$32.5M - $35.6M
|
1.42M
$87M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
608KNew |
$32.4M - $35.4M
|
608K
$37.3M
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
481K+ 2381.23% |
$25.6M - $28M
|
501K
$30.7M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
439K+ 550.86% |
$23.4M - $25.6M
|
519K
$31.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
392K+ 18.32% |
$20.9M - $22.9M
|
2.53M
$155M
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
304K+ 48.42% |
$16.2M - $17.7M
|
931K
$57.1M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
247K+ 124.4% |
$13.2M - $14.4M
|
446K
$27.3M
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
228K+ 30.82% |
$12.2M - $13.3M
|
969K
$59.3M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
219K+ 382.73% |
$11.7M - $12.8M
|
276K
$16.9M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
215K+ 6.0% |
$11.4M - $12.5M
|
3.8M
$233M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
198KNew |
$10.5M - $11.5M
|
198K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
188KNew |
$10M - $10.9M
|
188K
$11.5M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
180K+ 34.29% |
$9.62M - $10.5M
|
707K
$43.3M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
174K+ 52.61% |
$9.28M - $10.1M
|
505K
$30.9M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
173K+ 5.69% |
$9.21M - $10.1M
|
3.21M
$197M
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
173K+ 20.83% |
$9.21M - $10.1M
|
1M
$61.4M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
147K+ 142774.77% |
$7.84M - $8.57M
|
147K
$9.02M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
145K+ 20.63% |
$7.71M - $8.43M
|
846K
$51.8M
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
132K+ 81.26% |
$7.01M - $7.66M
|
293K
$18M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 5.95% |
$6.27M - $6.85M
|
2.1M
$128M
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
116K+ 79.79% |
$6.2M - $6.78M
|
262K
$16.1M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
114K+ 4.89% |
$6.09M - $6.66M
|
2.45M
$150M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
113KNew |
$6.02M - $6.58M
|
113K
$6.92M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113K+ 10.12% |
$6M - $6.56M
|
1.23M
$75.1M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
107K+ 12.61% |
$5.7M - $6.23M
|
956K
$58.5M
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
103KNew |
$5.49M - $6M
|
103K
$6.31M
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
103KNew |
$5.49M - $6M
|
103K
$6.31M
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
91.6K+ 56.55% |
$4.88M - $5.34M
|
254K
$15.5M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
79.7K+ 11.25% |
$4.25M - $4.64M
|
788K
$48.3M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
79K+ 14.34% |
$4.21M - $4.6M
|
630K
$38.6M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
75.6K+ 254.56% |
$4.03M - $4.41M
|
105K
$6.46M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
74.9K+ 3.42% |
$3.99M - $4.37M
|
2.27M
$139M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
74.6K+ 47.52% |
$3.98M - $4.35M
|
232K
$14.2M
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
71.2KNew |
$3.8M - $4.15M
|
71.2K
$4.37M
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
71.2K+ 7.53% |
$3.79M - $4.15M
|
1.02M
$62.3M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70.6K+ 8.25% |
$3.77M - $4.12M
|
927K
$56.8M
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
69K+ 7.6% |
$3.68M - $4.02M
|
977K
$59.9M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
68.4K+ 1.39% |
$3.65M - $3.99M
|
5M
$306M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.4K+ 7.71% |
$3.65M - $3.99M
|
956K
$58.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.9K+ 10.58% |
$3.19M - $3.49M
|
626K
$38.4M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.6K+ 32.31% |
$2.86M - $3.12M
|
219K
$13.4M
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
52K+ 1.53% |
$2.77M - $3.03M
|
3.46M
$212M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
51K+ 3.93% |
$2.72M - $2.97M
|
1.35M
$82.5M
|