Purchases and Sales Made in Q4 2021 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 1.54% |
$677 - $727
|
723
$50.9K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.54% |
$677 - $727
|
725
$51.1K
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10+ 0.13% |
$615 - $661
|
7.48K
$527K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
10New |
$615 - $661
|
10
$704
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10+ 1.31% |
$615 - $661
|
773
$54.5K
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
10+ 0.27% |
$615 - $661
|
3.71K
$262K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.55% |
$554 - $595
|
1.66K
$117K
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
8+ 0.17% |
$492 - $529
|
4.74K
$334K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
7+ 0.2% |
$431 - $463
|
3.47K
$244K
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
6+ 0.03% |
$369 - $397
|
17.3K
$1.22M
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 1.4% |
$369 - $397
|
434
$30.6K
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$369 - $397
|
2.84K
$200K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5+ 0.22% |
$308 - $330
|
2.29K
$161K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 1.96% |
$185 - $198
|
156
$11K
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3+ 0.8% |
$185 - $198
|
377
$26.6K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$185 - $198
|
12.3K
$868K
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.86% |
$185 - $198
|
164
$11.6K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
3+ 1.33% |
$185 - $198
|
229
$16.1K
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$61.5 - $66.1
|
12.3K
$866K
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 2.08% |
$61.5 - $66.1
|
49
$3.45K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 1.28% |
$61.5 - $66.1
|
79
$5.56K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.04% |
$61.5 - $66.1
|
2.52K
$177K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$61.5 - $66.1
|
8.98K
$632K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.49% |
$61.5 - $66.1
|
68
$4.79K
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$61.5 - $66.1
|
3.38K
$238K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$61.5 - $66.1
|
5.47K
$385K
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.67% |
$123 - $132
|
298
$21K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4Closed |
$246 - $264
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-9- 0.04% |
$554 - $595
|
24.6K
$1.74M
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-21- 80.77% |
$1.29K - $1.39K
|
5
$352
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-35Closed |
$2.15K - $2.31K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-35- 0.45% |
$2.15K - $2.31K
|
7.75K
$546K
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-40- 2.32% |
$2.46K - $2.64K
|
1.68K
$119K
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-42- 0.67% |
$2.58K - $2.78K
|
6.23K
$439K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-43Closed |
$2.64K - $2.84K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-44- 19.56% |
$2.71K - $2.91K
|
181
$12.7K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-49Closed |
$3.01K - $3.24K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-50- 0.12% |
$3.08K - $3.3K
|
41.8K
$2.95M
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-52- 0.96% |
$3.2K - $3.44K
|
5.38K
$379K
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-53- 0.35% |
$3.26K - $3.5K
|
15.2K
$1.07M
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-54- 0.26% |
$3.32K - $3.57K
|
20.8K
$1.47M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-58Closed |
$3.57K - $3.83K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-60- 0.41% |
$3.69K - $3.97K
|
14.7K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-75- 0.46% |
$4.61K - $4.96K
|
16.4K
$1.15M
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-83- 0.39% |
$5.11K - $5.49K
|
21.1K
$1.49M
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-87- 0.74% |
$5.35K - $5.75K
|
11.7K
$823K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-108- 0.82% |
$6.64K - $7.14K
|
13K
$917K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-112- 0.22% |
$6.89K - $7.4K
|
50.2K
$3.54M
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-115- 2.78% |
$7.07K - $7.6K
|
4.02K
$283K
|