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 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 1.02% |
$357 - $406
|
682
$40.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.14% |
$408 - $464
|
5.74K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-9- 0.18% |
$460 - $522
|
5.09K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 5.0% |
$511 - $580
|
190
$11.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-12- 9.6% |
$613 - $696
|
113
$6.76K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-16- 2.27% |
$817 - $927
|
690
$41.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 0.42% |
$817 - $927
|
3.8K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-16- 0.05% |
$817 - $927
|
29.5K
$1.76M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-20- 12.5% |
$1.02K - $1.16K
|
140
$8.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-25- 0.17% |
$1.28K - $1.45K
|
14.4K
$862K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-32- 0.39% |
$1.63K - $1.85K
|
8.16K
$488K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-34- 0.86% |
$1.74K - $1.97K
|
3.93K
$235K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.9% |
$1.84K - $2.09K
|
3.96K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-39- 0.11% |
$1.99K - $2.26K
|
34K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-43- 0.2% |
$2.2K - $2.49K
|
21.3K
$1.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-43- 0.17% |
$2.2K - $2.49K
|
25K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-46- 0.51% |
$2.35K - $2.67K
|
9.05K
$541K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-46- 0.24% |
$2.35K - $2.67K
|
18.9K
$1.13M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-48- 11.48% |
$2.45K - $2.78K
|
370
$22.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-50- 0.84% |
$2.55K - $2.9K
|
5.92K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-51- 1.2% |
$2.6K - $2.96K
|
4.19K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-53- 0.89% |
$2.71K - $3.07K
|
5.91K
$354K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-55- 1.08% |
$2.81K - $3.19K
|
5.03K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-64- 0.7% |
$3.27K - $3.71K
|
9.02K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-68- 1.33% |
$3.47K - $3.94K
|
5.04K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-72- 0.11% |
$3.68K - $4.17K
|
68.1K
$4.07M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-77- 0.86% |
$3.93K - $4.46K
|
8.88K
$531K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-85- 1.1% |
$4.34K - $4.93K
|
7.63K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-90- 0.2% |
$4.6K - $5.22K
|
45.2K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-98- 0.08% |
$5K - $5.68K
|
128K
$7.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-100- 15.75% |
$5.11K - $5.8K
|
535
$32K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-107- 2.11% |
$5.46K - $6.2K
|
4.95K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-114- 0.9% |
$5.82K - $6.61K
|
12.6K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-120- 1.95% |
$6.13K - $6.96K
|
6.03K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-120- 2.35% |
$6.13K - $6.96K
|
4.99K
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-121- 2.03% |
$6.18K - $7.01K
|
5.83K
$348K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-126- 0.15% |
$6.43K - $7.3K
|
86.3K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-129- 22.4% |
$6.59K - $7.48K
|
447
$26.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-152- 2.43% |
$7.76K - $8.81K
|
6.11K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-155- 1.01% |
$7.91K - $8.98K
|
15.1K
$904K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-157- 0.19% |
$8.02K - $9.1K
|
81K
$4.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-162- 1.4% |
$8.27K - $9.39K
|
11.4K
$681K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-162- 1.91% |
$8.27K - $9.39K
|
8.32K
$498K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-165- 1.51% |
$8.42K - $9.56K
|
10.7K
$642K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-170- 0.58% |
$8.68K - $9.85K
|
28.9K
$1.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-175- 4.23% |
$8.94K - $10.1K
|
3.96K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-190- 1.22% |
$9.7K - $11K
|
15.4K
$923K
|
|
|
Jan 29, 2024
Q4 2023
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-191- 0.52% |
$9.75K - $11.1K
|
36.5K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-193- 3.49% |
$9.85K - $11.2K
|
5.34K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-199- 2.55% |
$10.2K - $11.5K
|
7.61K
$455K
|