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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.8KNew |
$788K - $847K
|
12.8K
$774K
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
12.6KNew |
$778K - $836K
|
12.6K
$764K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
12.4K+ 35.97% |
$763K - $820K
|
46.9K
$2.83M
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12.3KNew |
$756K - $813K
|
12.3K
$743K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 7.19% |
$752K - $807K
|
182K
$11M
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.2K+ 209.39% |
$750K - $806K
|
18K
$1.09M
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
12.2KNew |
$748K - $804K
|
12.2K
$735K
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
12KNew |
$740K - $795K
|
12K
$727K
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
12KNew |
$738K - $793K
|
12K
$725K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.7K+ 21.31% |
$719K - $773K
|
66.5K
$4.02M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 4.41% |
$712K - $766K
|
274K
$16.6M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.5KNew |
$709K - $762K
|
11.5K
$696K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.7K+ 40.75% |
$658K - $707K
|
37K
$2.23M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
10.7KNew |
$658K - $707K
|
10.7K
$646K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.7KNew |
$657K - $706K
|
10.7K
$645K
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.4KNew |
$637K - $685K
|
10.4K
$626K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.3KNew |
$636K - $683K
|
10.3K
$624K
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
10.3KNew |
$634K - $681K
|
10.3K
$623K
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
10.3K+ 8.39% |
$631K - $678K
|
133K
$8M
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
10.1K+ 3.49% |
$624K - $670K
|
301K
$18.2M
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.1K+ 2.15% |
$624K - $670K
|
482K
$29.1M
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9.93K+ 47.38% |
$611K - $656K
|
30.9K
$1.87M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.74K+ 13.17% |
$599K - $644K
|
83.7K
$5.06M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.68K+ 33.41% |
$595K - $640K
|
38.7K
$2.33M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
9.49KNew |
$584K - $627K
|
9.49K
$573K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
9.36K+ 69.94% |
$576K - $619K
|
22.7K
$1.37M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9.32K+ 3.88% |
$574K - $616K
|
250K
$15.1M
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.25KNew |
$569K - $611K
|
9.25K
$559K
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9.2KNew |
$566K - $608K
|
9.2K
$556K
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
8.95K+ 5.59% |
$551K - $592K
|
169K
$10.2M
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
8.91KNew |
$548K - $589K
|
8.91K
$538K
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
8.73K+ 59.56% |
$537K - $577K
|
23.4K
$1.41M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.72K+ 2.64% |
$536K - $576K
|
339K
$20.4M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
8.5K+ 472.86% |
$523K - $562K
|
10.3K
$622K
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8.48K+ 5.45% |
$522K - $560K
|
164K
$9.91M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.48K+ 16.04% |
$522K - $560K
|
61.3K
$3.71M
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8.43KNew |
$519K - $557K
|
8.43K
$509K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
8.36K+ 3.39% |
$514K - $553K
|
255K
$15.4M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.28K+ 60.11% |
$509K - $547K
|
22.1K
$1.33M
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.17KNew |
$502K - $540K
|
8.17K
$493K
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8.16KNew |
$502K - $540K
|
8.16K
$493K
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
8.12KNew |
$499K - $537K
|
8.12K
$491K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
8.09K+ 108.96% |
$498K - $535K
|
15.5K
$937K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.08KNew |
$497K - $534K
|
8.08K
$488K
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
8.03K+ 3.86% |
$494K - $531K
|
216K
$13.1M
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
7.97KNew |
$490K - $527K
|
7.97K
$482K
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
7.97KNew |
$490K - $527K
|
7.97K
$482K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.91K+ 6.68% |
$486K - $523K
|
126K
$7.63M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.88K+ 10.64% |
$485K - $521K
|
81.9K
$4.95M
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.85KNew |
$483K - $519K
|
7.85K
$474K
|