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 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
50.6K+ 79.59% |
$2.69M - $2.95M
|
114K
$6.99M
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
48.7K+ 19.97% |
$2.6M - $2.84M
|
293K
$17.9M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
43.8KNew |
$2.33M - $2.55M
|
43.8K
$2.68M
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
43.6K+ 46.92% |
$2.32M - $2.54M
|
137K
$8.37M
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
41.8K+ 161.99% |
$2.23M - $2.43M
|
67.6K
$4.14M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
41.2KNew |
$2.19M - $2.4M
|
41.2K
$2.52M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
40.7K+ 951.25% |
$2.17M - $2.37M
|
45K
$2.76M
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
40.1KNew |
$2.14M - $2.34M
|
40.1K
$2.46M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
39.8K+ 22.15% |
$2.12M - $2.32M
|
220K
$13.5M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.7K+ 11.53% |
$1.9M - $2.08M
|
346K
$21.2M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.6K+ 2.32% |
$1.9M - $2.07M
|
1.57M
$96.1M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
35.6KNew |
$1.9M - $2.07M
|
35.6K
$2.18M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.9K+ 24.07% |
$1.86M - $2.04M
|
180K
$11M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.7K+ 10.0% |
$1.85M - $2.02M
|
381K
$23.4M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.4K+ 6.17% |
$1.83M - $2.01M
|
592K
$36.3M
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
33.5K+ 9.29% |
$1.79M - $1.95M
|
394K
$24.2M
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
31.9K+ 4.95% |
$1.7M - $1.86M
|
676K
$41.4M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.6K+ 16.06% |
$1.58M - $1.72M
|
214K
$13.1M
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
29.5K+ 72.09% |
$1.57M - $1.72M
|
70.4K
$4.31M
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
29.4K+ 6.08% |
$1.57M - $1.71M
|
513K
$31.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.4K+ 0.99% |
$1.57M - $1.71M
|
3.01M
$185M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
28.2K+ 110.63% |
$1.51M - $1.65M
|
53.8K
$3.29M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.9K+ 40.98% |
$1.43M - $1.57M
|
92.6K
$5.67M
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
26.7K+ 130.64% |
$1.42M - $1.55M
|
47.1K
$2.89M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.3K+ 343.54% |
$1.4M - $1.53M
|
33.9K
$2.08M
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
25.3KNew |
$1.35M - $1.48M
|
25.3K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25K+ 9.28% |
$1.33M - $1.46M
|
294K
$18M
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
23.7K+ 5.42% |
$1.27M - $1.38M
|
462K
$28.3M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 8.46% |
$1.26M - $1.37M
|
302K
$18.5M
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
22.2K+ 5.59% |
$1.19M - $1.3M
|
420K
$25.7M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
21.4K+ 135.34% |
$1.14M - $1.25M
|
37.2K
$2.28M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.4K+ 5.56% |
$1.14M - $1.25M
|
406K
$24.9M
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
21.2KNew |
$1.13M - $1.24M
|
21.2K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21K+ 90.52% |
$1.12M - $1.22M
|
44.2K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.7KNew |
$1.1M - $1.21M
|
20.7K
$1.27M
|
|
Nov 01, 2023
Q3 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
20.4K+ 4.15% |
$1.09M - $1.19M
|
512K
$31.4M
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
20K+ 11.57% |
$1.07M - $1.17M
|
193K
$11.8M
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$1.05M - $1.15M
|
19.7K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
19.2K+ 1.4% |
$1.02M - $1.12M
|
1.39M
$85.2M
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
18.8K+ 206.96% |
$1M - $1.1M
|
27.9K
$1.71M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
18K+ 348.39% |
$957K - $1.05M
|
23.1K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.8K+ 10.83% |
$949K - $1.04M
|
182K
$11.2M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
17.3KNew |
$922K - $1.01M
|
17.3K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
17.3K+ 0.81% |
$921K - $1.01M
|
2.15M
$132M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
17K+ 1.53% |
$907K - $991K
|
1.13M
$69.2M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
17KNew |
$905K - $990K
|
17K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
16.4K+ 4.71% |
$874K - $955K
|
364K
$22.3M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
16.3K+ 1.59% |
$869K - $950K
|
1.04M
$63.9M
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
15.8K+ 98.43% |
$844K - $922K
|
31.9K
$1.96M
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
15.6KNew |
$831K - $908K
|
15.6K
$955K
|