Purchases and Sales Made in Q4 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
915+ 4.01% |
$46.7K - $53K
|
23.8K
$1.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
911+ 9.81% |
$46.5K - $52.8K
|
10.2K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
908+ 18.53% |
$46.4K - $52.6K
|
5.81K
$356K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
890+ 3.05% |
$45.4K - $51.6K
|
30K
$1.84M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
885New |
$45.2K - $51.3K
|
885
$54.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
866+ 1.23% |
$44.2K - $50.2K
|
71.3K
$4.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
835+ 0.71% |
$42.6K - $48.4K
|
118K
$7.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
829+ 12.48% |
$42.3K - $48K
|
7.47K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
827+ 7.47% |
$42.2K - $47.9K
|
11.9K
$729K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
826+ 1.44% |
$42.2K - $47.9K
|
58.2K
$3.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
813+ 3.52% |
$41.5K - $47.1K
|
23.9K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
771+ 1.76% |
$39.4K - $44.7K
|
44.5K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
733+ 8.87% |
$37.4K - $42.5K
|
9K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
725+ 15.87% |
$37K - $42K
|
5.29K
$324K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
724+ 8.42% |
$37K - $42K
|
9.33K
$571K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
720+ 0.46% |
$36.8K - $41.7K
|
159K
$9.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
700New |
$35.7K - $40.6K
|
700
$42.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
692+ 3.03% |
$35.3K - $40.1K
|
23.5K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
650+ 1.88% |
$33.2K - $37.7K
|
35.3K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
642+ 1.08% |
$32.8K - $37.2K
|
60K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
635+ 2.9% |
$32.4K - $36.8K
|
22.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
626+ 2.99% |
$32K - $36.3K
|
21.6K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
607+ 2.57% |
$31K - $35.2K
|
24.2K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
603+ 22.55% |
$30.8K - $34.9K
|
3.28K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
596+ 0.6% |
$30.4K - $34.5K
|
101K
$6.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
593New |
$30.3K - $34.4K
|
593
$36.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
577+ 1.51% |
$29.5K - $33.4K
|
38.7K
$2.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
550+ 0.65% |
$28.1K - $31.9K
|
85.1K
$5.21M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
549+ 4.39% |
$28K - $31.8K
|
13.1K
$800K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
540+ 5.34% |
$27.6K - $31.3K
|
10.7K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
532New |
$27.2K - $30.8K
|
532
$32.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
532+ 1.03% |
$27.2K - $30.8K
|
52.4K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
524+ 7.28% |
$26.8K - $30.4K
|
7.73K
$473K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
519+ 3.5% |
$26.5K - $30.1K
|
15.4K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
505+ 0.94% |
$25.8K - $29.3K
|
54.1K
$3.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
501+ 1.03% |
$25.6K - $29K
|
49.4K
$3.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
500+ 8.08% |
$25.5K - $29K
|
6.69K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
500New |
$25.5K - $29K
|
500
$30.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
439+ 3.64% |
$22.4K - $25.4K
|
12.5K
$767K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
437+ 30.86% |
$22.3K - $25.3K
|
1.85K
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
435+ 0.92% |
$22.2K - $25.2K
|
47.6K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
432+ 0.86% |
$22.1K - $25K
|
50.4K
$3.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
427+ 5.78% |
$21.8K - $24.7K
|
7.81K
$479K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
425+ 0.58% |
$21.7K - $24.6K
|
73.5K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
422+ 4.52% |
$21.5K - $24.5K
|
9.76K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
420+ 3.08% |
$21.4K - $24.3K
|
14.1K
$861K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
416New |
$21.2K - $24.1K
|
416
$25.5K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
412+ 4.47% |
$21K - $23.9K
|
9.63K
$590K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
397+ 8.34% |
$20.3K - $23K
|
5.16K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
380+ 0.86% |
$19.4K - $22K
|
44.6K
$2.73M
|