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 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-225- 1.24% |
$12K - $13.1K
|
18K
$1.1M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-235- 3.8% |
$12.5K - $13.7K
|
5.94K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-235- 3.91% |
$12.5K - $13.7K
|
5.77K
$354K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-235- 25.03% |
$12.5K - $13.7K
|
704
$43.1K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-262- 1.52% |
$14K - $15.3K
|
17K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-266- 1.13% |
$14.2K - $15.5K
|
23.4K
$1.43M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-270- 1.38% |
$14.4K - $15.7K
|
19.3K
$1.18M
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-324- 5.68% |
$17.3K - $18.9K
|
5.38K
$330K
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-330- 14.63% |
$17.6K - $19.2K
|
1.93K
$118K
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-347- 3.91% |
$18.5K - $20.2K
|
8.53K
$523K
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-347- 1.36% |
$18.5K - $20.2K
|
25.1K
$1.54M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-350- 4.29% |
$18.7K - $20.4K
|
7.81K
$479K
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-353- 0.21% |
$18.8K - $20.6K
|
167K
$10.3M
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-354- 6.61% |
$18.9K - $20.6K
|
5K
$306K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-360- 8.3% |
$19.2K - $21K
|
3.98K
$244K
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-377- 5.55% |
$20.1K - $22K
|
6.41K
$393K
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-406- 8.47% |
$21.6K - $23.7K
|
4.39K
$269K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-408- 2.14% |
$21.7K - $23.8K
|
18.6K
$1.14M
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-428- 3.09% |
$22.8K - $24.9K
|
13.4K
$824K
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-435- 0.32% |
$23.2K - $25.3K
|
136K
$8.36M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-474- 5.96% |
$25.3K - $27.6K
|
7.47K
$458K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-487- 3.23% |
$26K - $28.4K
|
14.6K
$893K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-489- 0.37% |
$26.1K - $28.5K
|
130K
$7.98M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-490- 11.95% |
$26.1K - $28.5K
|
3.61K
$221K
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-508- 0.51% |
$27.1K - $29.6K
|
98.5K
$6.03M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-524- 4.59% |
$27.9K - $30.5K
|
10.9K
$667K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-570- 1.86% |
$30.4K - $33.2K
|
30K
$1.84M
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-571- 0.8% |
$30.4K - $33.3K
|
70.5K
$4.32M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-580- 7.76% |
$30.9K - $33.8K
|
6.9K
$423K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-586- 9.28% |
$31.2K - $34.1K
|
5.73K
$351K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-589- 7.48% |
$31.4K - $34.3K
|
7.29K
$447K
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-590- 2.63% |
$31.4K - $34.4K
|
21.8K
$1.34M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-594- 12.6% |
$31.7K - $34.6K
|
4.12K
$252K
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-610- 0.65% |
$32.5K - $35.5K
|
93.4K
$5.73M
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-626- 3.1% |
$33.4K - $36.5K
|
19.6K
$1.2M
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-643- 4.11% |
$34.3K - $37.5K
|
15K
$919K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-649- 0.35% |
$34.6K - $37.8K
|
185K
$11.3M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-671- 4.56% |
$35.8K - $39.1K
|
14K
$860K
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-681- 12.1% |
$36.3K - $39.7K
|
4.95K
$303K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-699- 4.89% |
$37.3K - $40.7K
|
13.6K
$833K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-724- 4.65% |
$38.6K - $42.2K
|
14.8K
$910K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-725- 12.82% |
$38.6K - $42.2K
|
4.93K
$302K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-733- 7.67% |
$39.1K - $42.7K
|
8.82K
$541K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-750- 2.52% |
$40K - $43.7K
|
29K
$1.78M
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-764- 9.59% |
$40.7K - $44.5K
|
7.2K
$441K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-767- 6.09% |
$40.9K - $44.7K
|
11.8K
$725K
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-784- 3.57% |
$41.8K - $45.7K
|
21.2K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-785- 11.33% |
$41.8K - $45.7K
|
6.15K
$377K
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-795- 2.66% |
$42.4K - $46.3K
|
29.1K
$1.79M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-818- 5.24% |
$43.6K - $47.7K
|
14.8K
$906K
|