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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.64K+ 38.01% |
$247K - $270K
|
16.8K
$1.03M
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.62KNew |
$246K - $269K
|
4.62K
$283K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.6KNew |
$245K - $268K
|
4.6K
$282K
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
4.58K+ 10.38% |
$244K - $267K
|
48.7K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4.49KNew |
$239K - $262K
|
4.49K
$275K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.48K+ 3.83% |
$239K - $261K
|
122K
$7.45M
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.46K+ 3.26% |
$238K - $260K
|
141K
$8.66M
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 2.6% |
$237K - $259K
|
176K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.4KNew |
$234K - $256K
|
4.4K
$270K
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
BUY
|
- |
4.34K+ 12.31% |
$231K - $253K
|
39.6K
$2.43M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.25KNew |
$226K - $248K
|
4.25K
$260K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.21K+ 0.94% |
$224K - $245K
|
452K
$27.7M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.18K+ 81.61% |
$223K - $243K
|
9.29K
$569K
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4.17K+ 97.34% |
$222K - $243K
|
8.46K
$518K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.15KNew |
$221K - $242K
|
4.15K
$254K
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.13KNew |
$220K - $240K
|
4.13K
$253K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.08KNew |
$217K - $238K
|
4.08K
$250K
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.04KNew |
$215K - $235K
|
4.04K
$247K
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$213K - $233K
|
4K
$245K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.89K+ 4.88% |
$208K - $227K
|
83.8K
$5.13M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.86K+ 3.82% |
$206K - $225K
|
105K
$6.42M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85K+ 12.95% |
$205K - $225K
|
33.6K
$2.06M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
3.83K+ 15.42% |
$204K - $223K
|
28.7K
$1.76M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.81KNew |
$203K - $222K
|
3.81K
$234K
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
3.76K+ 5.11% |
$201K - $219K
|
77.4K
$4.74M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.72K+ 47.46% |
$198K - $217K
|
11.6K
$708K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
3.71K+ 2060.0% |
$198K - $216K
|
3.89K
$238K
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.63K+ 1.45% |
$194K - $212K
|
253K
$15.5M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.59K+ 8.29% |
$191K - $209K
|
46.9K
$2.88M
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
3.58K+ 3.15% |
$191K - $208K
|
117K
$7.18M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
3.53K+ 177.05% |
$188K - $206K
|
5.53K
$339K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.53K+ 7.79% |
$188K - $206K
|
48.9K
$2.99M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.53K+ 2.08% |
$188K - $205K
|
173K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.5K+ 29.12% |
$186K - $204K
|
15.5K
$950K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 18.44% |
$181K - $198K
|
21.9K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.31K+ 19.43% |
$176K - $193K
|
20.3K
$1.25M
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 1.31% |
$175K - $191K
|
254K
$15.5M
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.28K+ 29.61% |
$175K - $191K
|
14.3K
$879K
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.1K+ 8.77% |
$165K - $181K
|
38.4K
$2.35M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
3K+ 7.51% |
$160K - $175K
|
42.9K
$2.63M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3KNew |
$160K - $175K
|
3K
$184K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
3KNew |
$160K - $175K
|
3K
$184K
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.85K+ 0.84% |
$152K - $166K
|
343K
$21M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.79K+ 16.04% |
$148K - $162K
|
20.2K
$1.23M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.76KNew |
$147K - $161K
|
2.76K
$169K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.71KNew |
$144K - $158K
|
2.71K
$166K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.68K+ 24.09% |
$143K - $156K
|
13.8K
$845K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.64K+ 4.69% |
$141K - $154K
|
59K
$3.61M
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.63K+ 5.34% |
$140K - $153K
|
52K
$3.18M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.6K+ 63.31% |
$139K - $151K
|
6.71K
$411K
|