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 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
15.2K+ 25.7% |
$811K - $886K
|
74.4K
$4.56M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
15K+ 20.68% |
$801K - $876K
|
87.7K
$5.38M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.6K+ 393.48% |
$778K - $851K
|
18.3K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3KNew |
$764K - $835K
|
14.3K
$878K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
14.1K+ 2.14% |
$749K - $819K
|
672K
$41.2M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
14K+ 3.02% |
$746K - $816K
|
478K
$29.3M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
13.9K+ 7.47% |
$739K - $808K
|
200K
$12.2M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.7K+ 2.35% |
$732K - $800K
|
598K
$36.6M
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.3K+ 54.81% |
$708K - $774K
|
37.5K
$2.3M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.9K+ 4.97% |
$688K - $752K
|
272K
$16.7M
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
12.7K+ 1.57% |
$677K - $740K
|
822K
$50.3M
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
12.3KNew |
$657K - $718K
|
12.3K
$756K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2K+ 7.24% |
$648K - $708K
|
180K
$11M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 2.08% |
$642K - $702K
|
591K
$36.2M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.9K+ 2.19% |
$635K - $694K
|
557K
$34.1M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
11.8K+ 24.72% |
$631K - $690K
|
59.7K
$3.66M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.6K+ 16.91% |
$619K - $677K
|
80.3K
$4.92M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.6K+ 19.63% |
$617K - $674K
|
70.5K
$4.32M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.6K+ 27.44% |
$617K - $674K
|
53.7K
$3.29M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
11.6K+ 41278.57% |
$616K - $673K
|
11.6K
$710K
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
11.1K+ 4.16% |
$593K - $648K
|
278K
$17.1M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11K+ 62.78% |
$587K - $642K
|
28.6K
$1.75M
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11K+ 2.55% |
$587K - $641K
|
442K
$27.1M
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
11K+ 48.14% |
$585K - $640K
|
33.8K
$2.07M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.7K+ 13.71% |
$572K - $625K
|
89K
$5.45M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
10.6KNew |
$565K - $617K
|
10.6K
$649K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
10.5K+ 42.44% |
$561K - $613K
|
35.3K
$2.17M
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.4KNew |
$555K - $606K
|
10.4K
$638K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.2K+ 42.21% |
$544K - $595K
|
34.4K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.96K+ 9.01% |
$531K - $580K
|
120K
$7.38M
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
9.87KNew |
$526K - $575K
|
9.87K
$604K
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
9.71K+ 28.61% |
$518K - $566K
|
43.6K
$2.67M
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
9.69K+ 3.6% |
$517K - $565K
|
279K
$17.1M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.66K+ 111.76% |
$515K - $563K
|
18.3K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.51K+ 9.76% |
$507K - $554K
|
107K
$6.56M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.51K+ 9.76% |
$507K - $554K
|
107K
$6.56M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.51K+ 6.54% |
$507K - $554K
|
155K
$9.5M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.35KNew |
$499K - $545K
|
9.35K
$573K
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9.34K+ 3.38% |
$498K - $544K
|
285K
$17.5M
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
9.25K+ 41.78% |
$493K - $539K
|
31.4K
$1.92M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.23KNew |
$492K - $538K
|
9.23K
$566K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.23K+ 10.81% |
$492K - $537K
|
94.6K
$5.79M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.12K+ 43.73% |
$486K - $532K
|
30K
$1.84M
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9.09KNew |
$485K - $530K
|
9.09K
$557K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
9.04K+ 5.05% |
$482K - $527K
|
188K
$11.5M
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
8.96K+ 4.23% |
$478K - $522K
|
221K
$13.5M
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.87K+ 3.39% |
$473K - $517K
|
270K
$16.6M
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
8.7K+ 1.44% |
$464K - $507K
|
611K
$37.4M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8.49KNew |
$452K - $494K
|
8.49K
$520K
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.43KNew |
$450K - $491K
|
8.43K
$517K
|