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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.27K+ 10.94% |
$441K - $482K
|
83.8K
$5.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.27K+ 9.73% |
$441K - $482K
|
93.2K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
7.93KNew |
$423K - $462K
|
7.93K
$486K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.85K+ 112.37% |
$418K - $457K
|
14.8K
$909K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.71K+ 39.41% |
$411K - $449K
|
27.3K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.63K+ 10.01% |
$407K - $444K
|
83.9K
$5.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.57KNew |
$403K - $441K
|
7.57K
$464K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.44K+ 10.69% |
$396K - $433K
|
77K
$4.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.33K+ 50.68% |
$391K - $427K
|
21.8K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
7.19K+ 66.76% |
$383K - $419K
|
18K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
7.11KNew |
$379K - $414K
|
7.11K
$436K
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6.99K+ 1.5% |
$373K - $407K
|
474K
$29M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.9K+ 6.66% |
$368K - $402K
|
110K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.87KNew |
$366K - $400K
|
6.87K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.73K+ 4.45% |
$359K - $392K
|
158K
$9.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
6.73KNew |
$359K - $392K
|
6.73K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.57K+ 16.7% |
$350K - $383K
|
45.9K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.41K+ 18.64% |
$342K - $374K
|
40.8K
$2.5M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.32K+ 23.72% |
$337K - $368K
|
33K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.21K+ 8.0% |
$331K - $362K
|
83.8K
$5.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
6.21K+ 2.44% |
$331K - $362K
|
260K
$15.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.12K+ 75.31% |
$326K - $356K
|
14.2K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.04K+ 19.74% |
$322K - $352K
|
36.6K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.97K+ 26.98% |
$318K - $348K
|
28.1K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.95K+ 5.91% |
$317K - $347K
|
107K
$6.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.91K+ 6.59% |
$315K - $344K
|
95.5K
$5.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
5.89K+ 16.06% |
$314K - $343K
|
42.5K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
5.8KNew |
$309K - $338K
|
5.8K
$355K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.7K+ 4.82% |
$304K - $332K
|
124K
$7.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
5.69K+ 1.37% |
$303K - $332K
|
421K
$25.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.47K+ 1.13% |
$291K - $319K
|
489K
$30M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5.42K+ 5.34% |
$289K - $316K
|
107K
$6.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
5.39KNew |
$287K - $314K
|
5.39K
$330K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.29K+ 134.31% |
$282K - $308K
|
9.22K
$565K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
5.11KNew |
$273K - $298K
|
5.11K
$313K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.1K+ 8.12% |
$272K - $297K
|
67.9K
$4.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
5KNew |
$267K - $291K
|
5K
$307K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.99K+ 13.19% |
$266K - $291K
|
42.9K
$2.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.94K+ 4.64% |
$263K - $288K
|
111K
$6.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4.92K+ 7.21% |
$262K - $286K
|
73.1K
$4.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.88K+ 1.01% |
$260K - $284K
|
486K
$29.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.85KNew |
$258K - $282K
|
4.85K
$297K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.81K+ 20.58% |
$256K - $280K
|
28.2K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
4.8KNew |
$256K - $279K
|
4.8K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.78K+ 0.33% |
$255K - $278K
|
1.45M
$88.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.76K+ 23.12% |
$254K - $277K
|
25.3K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.75KNew |
$253K - $277K
|
4.75K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.75K+ 4.36% |
$253K - $277K
|
114K
$6.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.74K+ 35.56% |
$253K - $276K
|
18.1K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.66KNew |
$248K - $272K
|
4.66K
$286K
|