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 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-70.1K- 1.1% |
$3.74M - $4.08M
|
6.3M
$386M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-76.9K- 74.1% |
$4.1M - $4.48M
|
26.9K
$1.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-78K- 19.96% |
$4.16M - $4.54M
|
313K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-84.8K- 68.48% |
$4.52M - $4.94M
|
39K
$2.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-84.8K- 66.47% |
$4.52M - $4.94M
|
42.8K
$2.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-91.4K- 31.07% |
$4.87M - $5.33M
|
203K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-94.2K- 97.39% |
$5.02M - $5.49M
|
2.53K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-105K- 32.05% |
$5.59M - $6.11M
|
222K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-142K- 4.35% |
$7.58M - $8.28M
|
3.13M
$191M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-150K- 89.82% |
$8.01M - $8.76M
|
17K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-301K- 33.3% |
$16M - $17.5M
|
602K
$36.9M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-420K- 94.63% |
$22.4M - $24.5M
|
23.8K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-511K- 58.27% |
$27.2M - $29.7M
|
366K
$22.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-601K- 6.23% |
$32M - $35M
|
9.04M
$554M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-666K- 31.94% |
$35.5M - $38.8M
|
1.42M
$86.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.87M- 19.83% |
$153M - $167M
|
11.6M
$711M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.3M- 99.32% |
$706M - $772M
|
90.9K
$5.57M
|