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 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
146+ 1.24% |
$7.45K - $8.46K
|
11.9K
$729K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
140+ 2.36% |
$7.15K - $8.11K
|
6.07K
$372K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
139+ 9.07% |
$7.1K - $8.06K
|
1.67K
$102K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
134+ 51.54% |
$6.84K - $7.77K
|
394
$24.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
133+ 1.2% |
$6.79K - $7.71K
|
11.2K
$689K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
129+ 1.14% |
$6.59K - $7.48K
|
11.4K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
124+ 1.49% |
$6.33K - $7.19K
|
8.43K
$517K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
121+ 4.95% |
$6.18K - $7.01K
|
2.56K
$157K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
118+ 5.25% |
$6.03K - $6.84K
|
2.37K
$145K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
117+ 1.57% |
$5.97K - $6.78K
|
7.59K
$465K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
116+ 2.52% |
$5.92K - $6.72K
|
4.72K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
116+ 0.1% |
$5.92K - $6.72K
|
122K
$7.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
114+ 0.76% |
$5.82K - $6.61K
|
15.2K
$931K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
114New |
$5.82K - $6.61K
|
114
$6.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
109+ 0.97% |
$5.57K - $6.32K
|
11.3K
$694K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
107+ 2.04% |
$5.46K - $6.2K
|
5.34K
$327K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
102+ 0.3% |
$5.21K - $5.91K
|
34K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 0.48% |
$5.11K - $5.8K
|
20.7K
$1.27M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
99+ 0.64% |
$5.05K - $5.74K
|
15.7K
$959K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
96+ 6.05% |
$4.9K - $5.56K
|
1.68K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
93+ 0.08% |
$4.75K - $5.39K
|
121K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
92+ 2.03% |
$4.7K - $5.33K
|
4.62K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
89+ 0.34% |
$4.54K - $5.16K
|
26.3K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
89+ 1.46% |
$4.54K - $5.16K
|
6.2K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
83+ 1.23% |
$4.24K - $4.81K
|
6.84K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
82New |
$4.19K - $4.75K
|
82
$5.02K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
81+ 1.44% |
$4.14K - $4.69K
|
5.72K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
79+ 1.6% |
$4.03K - $4.58K
|
5.03K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
77+ 1.14% |
$3.93K - $4.46K
|
6.85K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
75+ 1.4% |
$3.83K - $4.35K
|
5.45K
$334K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
73+ 100.0% |
$3.73K - $4.23K
|
146
$8.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
73+ 1.49% |
$3.73K - $4.23K
|
4.97K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
65New |
$3.32K - $3.77K
|
65
$3.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
64+ 68.09% |
$3.27K - $3.71K
|
158
$9.68K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
62+ 1.47% |
$3.17K - $3.59K
|
4.27K
$262K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
62+ 1.05% |
$3.17K - $3.59K
|
5.96K
$365K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
59+ 0.49% |
$3.01K - $3.42K
|
12K
$736K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
57+ 12.98% |
$2.91K - $3.3K
|
496
$30.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
56+ 1.48% |
$2.86K - $3.25K
|
3.85K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
56New |
$2.86K - $3.25K
|
56
$3.43K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
55+ 0.77% |
$2.81K - $3.19K
|
7.16K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
54+ 0.75% |
$2.76K - $3.13K
|
7.27K
$445K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
53+ 0.13% |
$2.71K - $3.07K
|
40.2K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
52+ 0.89% |
$2.66K - $3.01K
|
5.92K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
50+ 0.7% |
$2.55K - $2.9K
|
7.22K
$442K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 7.69% |
$2.55K - $2.9K
|
700
$42.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
49+ 0.28% |
$2.5K - $2.84K
|
17.3K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
44+ 0.88% |
$2.25K - $2.55K
|
5.04K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
42+ 210.0% |
$2.14K - $2.43K
|
62
$3.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
41+ 0.4% |
$2.09K - $2.38K
|
10.4K
$635K
|