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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
422+ 4.52% |
$21.5K - $24.5K
|
9.76K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
420+ 3.08% |
$21.4K - $24.3K
|
14.1K
$971K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
416New |
$21.2K - $24.1K
|
416
$28.8K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
412+ 4.47% |
$21K - $23.9K
|
9.63K
$666K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
397+ 8.34% |
$20.3K - $23K
|
5.16K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
380+ 0.86% |
$19.4K - $22K
|
44.6K
$3.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
372+ 2.91% |
$19K - $21.6K
|
13.2K
$910K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
367+ 0.84% |
$18.7K - $21.3K
|
44K
$3.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
363+ 0.44% |
$18.5K - $21K
|
82.2K
$5.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
363+ 3.17% |
$18.5K - $21K
|
11.8K
$817K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
359+ 0.36% |
$18.3K - $20.8K
|
98.7K
$6.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
354New |
$18.1K - $20.5K
|
354
$24.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
351New |
$17.9K - $20.3K
|
351
$24.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
350New |
$17.9K - $20.3K
|
350
$24.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
350+ 6.83% |
$17.9K - $20.3K
|
5.48K
$379K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
342+ 2.71% |
$17.5K - $19.8K
|
12.9K
$895K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
342+ 8.29% |
$17.5K - $19.8K
|
4.47K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
342+ 1.88% |
$17.5K - $19.8K
|
18.6K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
330+ 1.24% |
$16.8K - $19.1K
|
27K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
325+ 6.94% |
$16.6K - $18.8K
|
5.01K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
321+ 7.02% |
$16.4K - $18.6K
|
4.89K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
321+ 1.24% |
$16.4K - $18.6K
|
26.2K
$1.81M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
319New |
$16.3K - $18.5K
|
319
$22.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
319+ 3.7% |
$16.3K - $18.5K
|
8.94K
$618K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
315+ 3.29% |
$16.1K - $18.3K
|
9.9K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
302+ 1.65% |
$15.4K - $17.5K
|
18.6K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
270+ 2.28% |
$13.8K - $15.6K
|
12.1K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
262New |
$13.4K - $15.2K
|
262
$18.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
261+ 3.03% |
$13.3K - $15.1K
|
8.87K
$613K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
246+ 1.42% |
$12.6K - $14.3K
|
17.5K
$1.21M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
239+ 11.72% |
$12.2K - $13.9K
|
2.28K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
235+ 129.12% |
$12K - $13.6K
|
417
$28.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
234+ 2.74% |
$11.9K - $13.6K
|
8.76K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
231+ 1.49% |
$11.8K - $13.4K
|
15.7K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
230+ 1.35% |
$11.7K - $13.3K
|
17.2K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
223+ 0.9% |
$11.4K - $12.9K
|
25.1K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
222+ 4.63% |
$11.3K - $12.9K
|
5.02K
$347K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
215+ 1.56% |
$11K - $12.5K
|
14K
$970K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
215+ 3.72% |
$11K - $12.5K
|
5.99K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
214+ 1.04% |
$10.9K - $12.4K
|
20.7K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
213New |
$10.9K - $12.3K
|
213
$14.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
207+ 0.24% |
$10.6K - $12K
|
86.4K
$5.97M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
203+ 4.09% |
$10.4K - $11.8K
|
5.16K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
199+ 2.01% |
$10.2K - $11.5K
|
10.1K
$697K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
194+ 1.44% |
$9.91K - $11.2K
|
13.6K
$943K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
194+ 3.51% |
$9.91K - $11.2K
|
5.72K
$396K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
193New |
$9.85K - $11.2K
|
193
$13.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
192+ 0.83% |
$9.8K - $11.1K
|
23.5K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
190+ 1.35% |
$9.7K - $11K
|
14.2K
$984K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
186+ 3.77% |
$9.5K - $10.8K
|
5.12K
$354K
|