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 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
60+ 1.26% |
$3.2K - $3.5K
|
4.82K
$295K
|
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
59+ 0.38% |
$3.14K - $3.44K
|
15.6K
$953K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
59+ 5.27% |
$3.14K - $3.44K
|
1.18K
$72.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
58+ 0.76% |
$3.09K - $3.38K
|
7.72K
$473K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
58+ 23.2% |
$3.09K - $3.38K
|
308
$18.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
53+ 0.37% |
$2.82K - $3.09K
|
14.3K
$878K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
50+ 0.32% |
$2.67K - $2.91K
|
15.8K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
50+ 0.09% |
$2.67K - $2.91K
|
58.4K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
48+ 0.09% |
$2.56K - $2.8K
|
56.2K
$3.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
47+ 0.42% |
$2.51K - $2.74K
|
11.3K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
45+ 0.34% |
$2.4K - $2.62K
|
13.1K
$804K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
45+ 0.2% |
$2.4K - $2.62K
|
22.9K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
44+ 0.53% |
$2.35K - $2.56K
|
8.31K
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
44+ 0.47% |
$2.35K - $2.56K
|
9.48K
$581K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
38+ 0.15% |
$2.03K - $2.21K
|
25.2K
$1.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
37+ 0.11% |
$1.97K - $2.16K
|
33.9K
$2.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
34New |
$1.81K - $1.98K
|
34
$2.08K
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
30+ 0.53% |
$1.6K - $1.75K
|
5.64K
$346K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
30+ 0.61% |
$1.6K - $1.75K
|
4.94K
$302K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.48% |
$1.6K - $1.75K
|
6.23K
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 0.43% |
$1.55K - $1.69K
|
6.77K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.55% |
$1.55K - $1.69K
|
5.29K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
28+ 0.22% |
$1.49K - $1.63K
|
12.6K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
27+ 0.07% |
$1.44K - $1.57K
|
39.7K
$2.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.53% |
$1.39K - $1.51K
|
4.89K
$300K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
26+ 0.35% |
$1.39K - $1.51K
|
7.36K
$451K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.54% |
$1.33K - $1.46K
|
4.68K
$287K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
23+ 0.55% |
$1.23K - $1.34K
|
4.21K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
22+ 0.43% |
$1.17K - $1.28K
|
5.1K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
20+ 0.34% |
$1.07K - $1.17K
|
5.87K
$360K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20New |
$1.07K - $1.17K
|
20
$1.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
20+ 0.53% |
$1.07K - $1.17K
|
3.8K
$233K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
19+ 0.25% |
$1.01K - $1.11K
|
7.52K
$461K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
18+ 0.25% |
$959 - $1.05K
|
7.17K
$439K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
18+ 0.15% |
$959 - $1.05K
|
12.1K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17+ 0.16% |
$906 - $990
|
10.8K
$661K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$906 - $990
|
8.68K
$532K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16+ 0.29% |
$853 - $932
|
5.55K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15+ 0.18% |
$800 - $874
|
8.19K
$502K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
14+ 0.22% |
$746 - $816
|
6.28K
$385K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.33% |
$693 - $757
|
3.96K
$243K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
12+ 0.04% |
$640 - $699
|
28.7K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
12+ 0.22% |
$640 - $699
|
5.37K
$329K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
12+ 0.12% |
$640 - $699
|
10.3K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.54% |
$586 - $641
|
2.05K
$126K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 0.54% |
$586 - $641
|
2.05K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11New |
$586 - $641
|
11
$674
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
10+ 0.56% |
$533 - $583
|
1.8K
$110K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 1.45% |
$533 - $583
|
700
$42.9K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9+ 0.38% |
$480 - $524
|
2.4K
$147K
|