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 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-2K- 21.7% |
$107K - $116K
|
7.21K
$431K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.03K- 16.7% |
$108K - $118K
|
10.1K
$605K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.12K- 24.88% |
$113K - $123K
|
6.39K
$382K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.14K- 1.92% |
$114K - $125K
|
109K
$6.55M
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.18K- 9.43% |
$116K - $127K
|
20.9K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.25K- 85.08% |
$120K - $131K
|
395
$23.6K
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.35K- 2.52% |
$125K - $137K
|
90.7K
$5.42M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.43K- 2.93% |
$129K - $141K
|
80.4K
$4.81M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.48K- 2.38% |
$132K - $144K
|
102K
$6.09M
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
SELL
|
- |
-2.5K- 27.05% |
$133K - $146K
|
6.75K
$404K
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-2.52K- 3.4% |
$134K - $147K
|
71.7K
$4.29M
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.55K- 1.51% |
$136K - $149K
|
167K
$9.96M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.59K- 15.63% |
$138K - $151K
|
14K
$837K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.65K- 24.25% |
$141K - $154K
|
8.27K
$494K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.68K- 15.9% |
$143K - $156K
|
14.2K
$847K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.72K- 21.1% |
$145K - $159K
|
10.2K
$609K
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.77K- 0.63% |
$148K - $162K
|
434K
$26M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 14.15% |
$149K - $162K
|
16.9K
$1.01M
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.82K- 2.78% |
$150K - $164K
|
98.4K
$5.88M
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.82K- 23.12% |
$150K - $164K
|
9.37K
$561K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-3K- 6.11% |
$160K - $175K
|
46.1K
$2.76M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3K- 11.46% |
$160K - $175K
|
23.2K
$1.39M
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3.02K- 9.59% |
$161K - $176K
|
28.4K
$1.7M
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-3.21K- 1.57% |
$171K - $187K
|
201K
$12M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-3.4K- 13.75% |
$181K - $198K
|
21.3K
$1.28M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.41K- 20.47% |
$181K - $198K
|
13.2K
$791K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.53K- 21.49% |
$188K - $206K
|
12.9K
$771K
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.61K- 8.6% |
$192K - $210K
|
38.4K
$2.29M
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.64K- 17.12% |
$194K - $212K
|
17.6K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-3.68K- 95.54% |
$196K - $215K
|
172
$10.3K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.72K- 17.72% |
$198K - $217K
|
17.3K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.75K- 10.26% |
$200K - $219K
|
32.8K
$1.96M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.8K- 25.28% |
$202K - $221K
|
11.2K
$671K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.93K- 4.65% |
$209K - $229K
|
80.6K
$4.82M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.05K- 32.68% |
$216K - $236K
|
8.34K
$499K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.06K- 4.85% |
$216K - $237K
|
79.6K
$4.76M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.22K- 4.95% |
$225K - $246K
|
81.1K
$4.85M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.26K- 0.76% |
$227K - $248K
|
558K
$33.4M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.45K- 23.58% |
$237K - $259K
|
14.4K
$863K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.95K- 12.56% |
$264K - $288K
|
34.4K
$2.06M
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.08K- 5.54% |
$271K - $296K
|
86.5K
$5.17M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.1K- 15.46% |
$272K - $297K
|
27.9K
$1.67M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.13K- 24.28% |
$274K - $299K
|
16K
$957K
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-5.21K- 16.43% |
$278K - $304K
|
26.5K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-5.44K- 54.37% |
$290K - $317K
|
4.57K
$273K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.56K- 1.67% |
$296K - $324K
|
328K
$19.6M
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.62K- 54.7% |
$300K - $328K
|
4.66K
$279K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.63K- 38.63% |
$300K - $328K
|
8.94K
$535K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.75K- 0.9% |
$307K - $335K
|
633K
$37.8M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.04K- 48.94% |
$322K - $352K
|
6.3K
$377K
|