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
|
Cfo4 Life Group, LLC
|
BUY
|
- |
36+ 0.77% |
$1.84K - $2.09K
|
4.69K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 2.64% |
$1.74K - $1.97K
|
1.32K
$79.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
33New |
$1.68K - $1.91K
|
33
$1.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33+ 0.2% |
$1.68K - $1.91K
|
16.4K
$981K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
29+ 44.62% |
$1.48K - $1.68K
|
94
$5.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
28+ 0.11% |
$1.43K - $1.62K
|
26.5K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
26+ 1.45% |
$1.33K - $1.51K
|
1.82K
$109K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
25+ 0.22% |
$1.28K - $1.45K
|
11.5K
$690K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
25New |
$1.28K - $1.45K
|
25
$1.5K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
23+ 0.29% |
$1.17K - $1.33K
|
7.88K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
22+ 0.2% |
$1.12K - $1.28K
|
11.1K
$661K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
20+ 0.05% |
$1.02K - $1.16K
|
43K
$2.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
19+ 0.47% |
$970 - $1.1K
|
4.06K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 0.39% |
$970 - $1.1K
|
4.87K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 0.93% |
$970 - $1.1K
|
2.07K
$124K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 1.42% |
$766 - $869
|
1.08K
$64.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
15+ 0.33% |
$766 - $869
|
4.58K
$274K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14+ 1.42% |
$715 - $811
|
999
$59.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 1.19% |
$715 - $811
|
1.19K
$71.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13+ 0.15% |
$664 - $753
|
8.84K
$528K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
13+ 0.12% |
$664 - $753
|
10.6K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13+ 0.02% |
$664 - $753
|
64.2K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 1.52% |
$562 - $638
|
734
$43.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10+ 0.13% |
$511 - $580
|
7.63K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
10+ 1.48% |
$511 - $580
|
687
$41.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
8+ 1.47% |
$408 - $464
|
554
$33.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 1.43% |
$408 - $464
|
568
$34K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7+ 1.15% |
$357 - $406
|
617
$36.9K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
6+ 0.16% |
$306 - $348
|
3.82K
$229K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$306 - $348
|
3.98K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$306 - $348
|
3.49K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.08% |
$255 - $290
|
6.54K
$391K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.11% |
$255 - $290
|
4.42K
$264K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5+ 0.1% |
$255 - $290
|
5.2K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.06% |
$204 - $232
|
6.3K
$377K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.21% |
$204 - $232
|
1.89K
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.04% |
$204 - $232
|
10.4K
$623K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$153 - $174
|
7.53K
$451K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.13% |
$153 - $174
|
2.39K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 1.14% |
$102 - $116
|
178
$10.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.22% |
$102 - $116
|
166
$9.93K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.77% |
$102 - $116
|
115
$6.88K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 1.14% |
$102 - $116
|
178
$10.6K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.56% |
$51.1 - $58
|
180
$10.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.01% |
$51.1 - $58
|
8.8K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 3.85% |
$51.1 - $58
|
27
$1.61K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2- 0.04% |
$102 - $116
|
5.01K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-5- 0.02% |
$255 - $290
|
30.2K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5- 0.02% |
$255 - $290
|
27.3K
$1.63M
|