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
|
Trinity Wealth Management, LLC
|
BUY
|
- |
572+ 11.33% |
$30.5K - $33.3K
|
5.62K
$344K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
555+ 349.06% |
$29.6K - $32.3K
|
714
$43.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
555+ 8.45% |
$29.6K - $32.3K
|
7.13K
$437K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
546New |
$29.1K - $31.8K
|
546
$33.5K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
545+ 4.33% |
$29K - $31.8K
|
13.1K
$805K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
543+ 6.73% |
$28.9K - $31.6K
|
8.61K
$528K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
537+ 10.26% |
$28.6K - $31.3K
|
5.77K
$353K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
537+ 10.26% |
$28.6K - $31.3K
|
5.77K
$353K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
532+ 0.46% |
$28.4K - $31K
|
116K
$7.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
530+ 2.65% |
$28.2K - $30.9K
|
20.5K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
519+ 12.2% |
$27.7K - $30.2K
|
4.77K
$292K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
517+ 2.52% |
$27.6K - $30.1K
|
21.1K
$1.29M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
513+ 56.81% |
$27.3K - $29.9K
|
1.42K
$86.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
491+ 0.05% |
$26.2K - $28.6K
|
937K
$57.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
488+ 11.73% |
$26K - $28.4K
|
4.65K
$285K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
484+ 0.48% |
$25.8K - $28.2K
|
100K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
484+ 12.49% |
$25.8K - $28.2K
|
4.36K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
460+ 0.81% |
$24.5K - $26.8K
|
57.4K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
457+ 0.8% |
$24.4K - $26.6K
|
57.5K
$3.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
450+ 90.0% |
$24K - $26.2K
|
950
$58.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
445+ 8.28% |
$23.7K - $25.9K
|
5.82K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
436+ 2.53% |
$23.2K - $25.4K
|
17.7K
$1.08M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
418New |
$22.3K - $24.4K
|
418
$25.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
400+ 1.49% |
$21.3K - $23.3K
|
27.2K
$1.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
398+ 0.49% |
$21.2K - $23.2K
|
81.2K
$4.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
393+ 0.5% |
$20.9K - $22.9K
|
79.5K
$4.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
386+ 0.06% |
$20.6K - $22.5K
|
650K
$39.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
370+ 2.31% |
$19.7K - $21.6K
|
16.4K
$1M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
369+ 1.12% |
$19.7K - $21.5K
|
33.4K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
369+ 0.41% |
$19.7K - $21.5K
|
91.4K
$5.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
368+ 1.25% |
$19.6K - $21.4K
|
29.7K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
365+ 6.52% |
$19.5K - $21.3K
|
5.97K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
364New |
$19.4K - $21.2K
|
364
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
360New |
$19.2K - $21K
|
360
$22.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
357+ 8.56% |
$19K - $20.8K
|
4.53K
$277K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
357+ 7.77% |
$19K - $20.8K
|
4.95K
$303K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
351New |
$18.7K - $20.4K
|
351
$21.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
337New |
$18K - $19.6K
|
337
$20.6K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
337+ 1.0% |
$18K - $19.6K
|
34K
$2.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
313+ 0.23% |
$16.7K - $18.2K
|
138K
$8.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
307+ 6.71% |
$16.4K - $17.9K
|
4.88K
$299K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
304+ 4.49% |
$16.2K - $17.7K
|
7.08K
$434K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
302+ 1.02% |
$16.1K - $17.6K
|
29.9K
$1.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$16K - $17.5K
|
300
$18.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
297+ 2.2% |
$15.8K - $17.3K
|
13.8K
$847K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
293+ 0.61% |
$15.6K - $17.1K
|
48.7K
$2.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
290+ 2.02% |
$15.5K - $16.9K
|
14.6K
$896K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
270+ 171.97% |
$14.4K - $15.7K
|
427
$26.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
270+ 252.34% |
$14.4K - $15.7K
|
377
$23.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
263+ 4.63% |
$14K - $15.3K
|
5.95K
$364K
|