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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-6.04K- 6.27% |
$322K - $352K
|
90.2K
$5.4M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.11K- 3.9% |
$325K - $356K
|
150K
$8.99M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-6.57K- 40.24% |
$350K - $382K
|
9.75K
$583K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.62K- 86.6% |
$353K - $385K
|
1.02K
$61.2K
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-6.95K- 45.7% |
$370K - $405K
|
8.25K
$494K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.06K- 2.57% |
$376K - $411K
|
267K
$16M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7.56K- 4.31% |
$403K - $441K
|
168K
$10.1M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.75K- 1.76% |
$413K - $451K
|
434K
$25.9M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.26K- 1.22% |
$494K - $540K
|
748K
$44.8M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-9.84K- 5.41% |
$525K - $573K
|
172K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2K- 8.37% |
$542K - $593K
|
111K
$6.66M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10.5K- 30.52% |
$561K - $613K
|
24K
$1.43M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.8K- 27.37% |
$577K - $630K
|
28.7K
$1.72M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.9K- 47.01% |
$579K - $632K
|
12.2K
$732K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-11K- 2.07% |
$584K - $639K
|
518K
$31M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.3K- 4.98% |
$601K - $657K
|
215K
$12.9M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.3K- 8.16% |
$604K - $660K
|
128K
$7.63M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-12K- 45.28% |
$639K - $699K
|
14.5K
$867K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.3K- 15.53% |
$656K - $717K
|
66.9K
$4M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-12.4K- 21.41% |
$661K - $722K
|
45.5K
$2.72M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.7K- 41.49% |
$676K - $739K
|
17.9K
$1.07M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.5K- 15.45% |
$718K - $785K
|
73.7K
$4.41M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-14.3K- 95.74% |
$761K - $831K
|
635
$38K
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-15.1K- 48.19% |
$807K - $882K
|
16.3K
$973K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-15.1K- 48.34% |
$807K - $882K
|
16.2K
$967K
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-15.6K- 2.11% |
$833K - $910K
|
723K
$43.3M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-15.8K- 19.23% |
$844K - $923K
|
66.6K
$3.98M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16K- 1.9% |
$853K - $932K
|
828K
$49.5M
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-17.5K- 5.98% |
$932K - $1.02M
|
275K
$16.5M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-17.5K- 16.73% |
$935K - $1.02M
|
87.3K
$5.22M
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-18.9K- 1.81% |
$1.01M - $1.1M
|
1.03M
$61.6M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-19.1K- 3.48% |
$1.02M - $1.11M
|
530K
$31.7M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-19.1K- 12.71% |
$1.02M - $1.11M
|
131K
$7.85M
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-21.1K- 75.99% |
$1.13M - $1.23M
|
6.67K
$399K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-21.3K- 31.82% |
$1.13M - $1.24M
|
45.5K
$2.72M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22.8K- 1.71% |
$1.21M - $1.33M
|
1.3M
$78M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.7K- 5.26% |
$1.32M - $1.44M
|
446K
$26.7M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-25.3K- 26.57% |
$1.35M - $1.47M
|
70K
$4.19M
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-25.4K- 24.69% |
$1.35M - $1.48M
|
77.3K
$4.63M
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-25.9K- 6.0% |
$1.38M - $1.51M
|
405K
$24.2M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-26.3K- 68.75% |
$1.4M - $1.53M
|
12K
$715K
|
|
Nov 02, 2023
Q3 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-28.6K- 7.84% |
$1.52M - $1.66M
|
336K
$20.1M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-28.8K- 24.44% |
$1.54M - $1.68M
|
89K
$5.33M
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-29.9K- 59.33% |
$1.59M - $1.74M
|
20.5K
$1.23M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38K- 6.73% |
$2.03M - $2.22M
|
527K
$31.5M
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-51.2K- 7.83% |
$2.73M - $2.98M
|
603K
$36.1M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-53.5K- 94.68% |
$2.85M - $3.12M
|
3.01K
$180K
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-55.9K- 13.71% |
$2.98M - $3.26M
|
352K
$21M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-59.6K- 35.29% |
$3.17M - $3.47M
|
109K
$6.53M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-64.3K- 4.74% |
$3.42M - $3.74M
|
1.29M
$77.2M
|