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 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.26K+ 7.08% |
$66.9K - $73.1K
|
19K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.19K+ 3.37% |
$63.6K - $69.5K
|
36.6K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.18K+ 25.55% |
$63.1K - $69K
|
5.82K
$356K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.17KNew |
$62.5K - $68.3K
|
1.17K
$71.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.16K+ 25.31% |
$61.8K - $67.6K
|
5.74K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.16K+ 1.01% |
$61.7K - $67.4K
|
115K
$7.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.1K+ 5.31% |
$58.5K - $63.9K
|
21.7K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.09K+ 7.92% |
$57.8K - $63.2K
|
14.8K
$905K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 1.1% |
$57.8K - $63.2K
|
99.9K
$6.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.04K+ 5.59% |
$55.3K - $60.5K
|
19.6K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.03K+ 0.29% |
$55K - $60.1K
|
354K
$21.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.03K+ 4.52% |
$54.6K - $59.7K
|
23.7K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.02K+ 7.34% |
$54.5K - $59.6K
|
15K
$916K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.02K+ 1.9% |
$54.1K - $59.1K
|
54.5K
$3.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1K+ 22.32% |
$53.5K - $58.4K
|
5.5K
$337K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1K+ 4550.0% |
$53.4K - $58.3K
|
1.02K
$62.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
992+ 1.19% |
$52.9K - $57.8K
|
84.6K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
982+ 10.98% |
$52.3K - $57.2K
|
9.92K
$608K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
981+ 6.69% |
$52.3K - $57.2K
|
15.7K
$959K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
981+ 24.7% |
$52.3K - $57.2K
|
4.95K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
919+ 6.49% |
$49K - $53.5K
|
15.1K
$924K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
907+ 3.1% |
$48.3K - $52.8K
|
30.2K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
890+ 23.68% |
$47.4K - $51.9K
|
4.65K
$285K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
882+ 1.92% |
$47K - $51.4K
|
46.8K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
875+ 1.89% |
$46.6K - $51K
|
47.1K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
854+ 0.16% |
$45.5K - $49.8K
|
538K
$32.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
838+ 40.92% |
$44.7K - $48.8K
|
2.89K
$177K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
829+ 9.47% |
$44.2K - $48.3K
|
9.59K
$587K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
782+ 2.4% |
$41.7K - $45.6K
|
33.4K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
760+ 5.12% |
$40.5K - $44.3K
|
15.6K
$956K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
759+ 6.41% |
$40.5K - $44.2K
|
12.6K
$772K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
742+ 5.07% |
$39.5K - $43.2K
|
15.4K
$943K
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
740+ 1.77% |
$39.4K - $43.1K
|
42.4K
$2.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
734+ 4.73% |
$39.1K - $42.8K
|
16.2K
$996K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
734+ 4.73% |
$39.1K - $42.8K
|
16.2K
$996K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
725+ 11.36% |
$38.6K - $42.2K
|
7.11K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
703+ 4.58% |
$37.5K - $41K
|
16K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
698+ 1.09% |
$37.2K - $40.7K
|
64.8K
$3.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
684+ 14.48% |
$36.5K - $39.8K
|
5.41K
$331K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
672+ 920.55% |
$35.8K - $39.2K
|
745
$45.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
638+ 8.01% |
$34K - $37.2K
|
8.6K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
635+ 1.69% |
$33.8K - $37K
|
38.1K
$2.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
BUY
|
- |
631+ 2.02% |
$33.6K - $36.8K
|
31.8K
$1.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
624+ 1.34% |
$33.3K - $36.4K
|
47.1K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
608+ 2.42% |
$32.4K - $35.4K
|
25.7K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
601+ 3.18% |
$32K - $35K
|
19.5K
$1.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
600New |
$32K - $35K
|
600
$36.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
599+ 1.11% |
$31.9K - $34.9K
|
54.8K
$3.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
582New |
$31K - $33.9K
|
582
$35.7K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
575+ 2.74% |
$30.6K - $33.5K
|
21.5K
$1.32M
|