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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
9+ 0.18% |
$480 - $524
|
5.1K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.7% |
$480 - $524
|
1.29K
$79K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 0.1% |
$480 - $524
|
8.86K
$543K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9+ 0.11% |
$480 - $524
|
7.86K
$481K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9+ 0.12% |
$480 - $524
|
7.46K
$457K
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
8+ 0.07% |
$426 - $466
|
11K
$676K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7+ 0.16% |
$373 - $408
|
4.42K
$271K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$373 - $408
|
7
$429
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
7+ 0.14% |
$373 - $408
|
4.85K
$297K
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
6+ 0.13% |
$320 - $350
|
4.57K
$280K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.57% |
$320 - $350
|
1.06K
$64.9K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.12% |
$320 - $350
|
4.85K
$297K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.61% |
$320 - $350
|
985
$60.4K
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
5+ 0.11% |
$267 - $291
|
4.56K
$280K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
5+ 0.12% |
$267 - $291
|
4.05K
$248K
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5+ 0.02% |
$267 - $291
|
22.8K
$1.4M
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.04% |
$267 - $291
|
11.2K
$687K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$213 - $233
|
689
$42.2K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.05% |
$160 - $175
|
5.54K
$339K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.42% |
$160 - $175
|
723
$44.3K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.06% |
$160 - $175
|
4.68K
$287K
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$107 - $117
|
3.48K
$213K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.27% |
$107 - $117
|
160
$9.8K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.03% |
$107 - $117
|
6.54K
$400K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.05% |
$107 - $117
|
4.41K
$270K
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$107 - $117
|
39.6K
$2.43M
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.33% |
$107 - $117
|
610
$37.4K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$107 - $117
|
1.88K
$115K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.14% |
$107 - $117
|
1.39K
$85.3K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.05% |
$107 - $117
|
3.82K
$234K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1+ 0.0% |
$53.3 - $58.3
|
67.3K
$4.12M
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.01% |
$53.3 - $58.3
|
10.2K
$626K
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.01% |
$53.3 - $58.3
|
7.28K
$446K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$53.3 - $58.3
|
5.78K
$354K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$53.3 - $58.3
|
5.7K
$349K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.53% |
$53.3 - $58.3
|
191
$11.7K
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.61% |
$53.3 - $58.3
|
164
$10K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.57% |
$53.3 - $58.3
|
176
$10.8K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$53.3 - $58.3
|
7.53K
$461K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
1+ 0.02% |
$53.3 - $58.3
|
5.13K
$314K
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1- 0.02% |
$53.3 - $58.3
|
5.62K
$344K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 1.12% |
$107 - $117
|
176
$10.8K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3- 0.02% |
$160 - $175
|
15.4K
$942K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-7- 3.38% |
$373 - $408
|
200
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8- 0.08% |
$426 - $466
|
9.88K
$606K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-8- 0.03% |
$426 - $466
|
26.5K
$1.62M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-10- 1.75% |
$533 - $583
|
560
$34.3K
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 0.1% |
$533 - $583
|
9.73K
$596K
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-15- 0.14% |
$800 - $874
|
10.9K
$667K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-19- 0.13% |
$1.01K - $1.11K
|
15.1K
$924K
|