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 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-200- 1.34% |
$10.2K - $11.6K
|
14.8K
$883K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-209- 3.88% |
$10.7K - $12.1K
|
5.17K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-211- 8.79% |
$10.8K - $12.2K
|
2.19K
$131K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-211- 0.86% |
$10.8K - $12.2K
|
24.3K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-219- 3.16% |
$11.2K - $12.7K
|
6.72K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-220- 1.68% |
$11.2K - $12.8K
|
12.9K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-236- 1.2% |
$12.1K - $13.7K
|
19.4K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-240- 4.56% |
$12.3K - $13.9K
|
5.02K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-242- 34.38% |
$12.4K - $14K
|
462
$27.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-258- 6.88% |
$13.2K - $15K
|
3.49K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-270- 44.63% |
$13.8K - $15.6K
|
335
$20K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-270- 71.62% |
$13.8K - $15.6K
|
107
$6.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-271- 3.01% |
$13.8K - $15.7K
|
8.74K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-301- 1.68% |
$15.4K - $17.4K
|
17.7K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-317- 0.38% |
$16.2K - $18.4K
|
83.8K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-325- 2.79% |
$16.6K - $18.8K
|
11.3K
$677K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-329- 1.51% |
$16.8K - $19.1K
|
21.4K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-333- 5.21% |
$17K - $19.3K
|
6.06K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-342- 33.4% |
$17.5K - $19.8K
|
682
$40.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-348- 1.82% |
$17.8K - $20.2K
|
18.8K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-350- 6.11% |
$17.9K - $20.3K
|
5.38K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-360- 0.14% |
$18.4K - $20.9K
|
262K
$15.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-377- 3.03% |
$19.2K - $21.9K
|
12.1K
$723K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-380- 3.49% |
$19.4K - $22K
|
10.5K
$628K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-381- 5.23% |
$19.5K - $22.1K
|
6.9K
$413K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-385- 4.34% |
$19.7K - $22.3K
|
8.48K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-386- 7.91% |
$19.7K - $22.4K
|
4.49K
$269K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-387- 2.65% |
$19.8K - $22.4K
|
14.2K
$852K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-387- 3.57% |
$19.8K - $22.4K
|
10.4K
$624K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-389- 9.44% |
$19.9K - $22.5K
|
3.73K
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-400- 16.49% |
$20.4K - $23.2K
|
2.03K
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Af Advisors, Inc.
|
SELL
|
- |
-400- 8.88% |
$20.4K - $23.2K
|
4.11K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-410- 9.88% |
$20.9K - $23.8K
|
3.74K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-412- 4.38% |
$21K - $23.9K
|
9K
$539K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-417- 9.56% |
$21.3K - $24.2K
|
3.94K
$236K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-435- 1.07% |
$22.2K - $25.2K
|
40.1K
$2.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-452- 0.9% |
$23.1K - $26.2K
|
49.6K
$2.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-460- 2.85% |
$23.5K - $26.7K
|
15.7K
$938K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-460- 2.17% |
$23.5K - $26.7K
|
20.7K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-480- 24.23% |
$24.5K - $27.8K
|
1.5K
$89.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-488- 1.7% |
$24.9K - $28.3K
|
28.2K
$1.69M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-500- 5.3% |
$25.5K - $29K
|
8.94K
$535K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-508- 0.74% |
$25.9K - $29.4K
|
68K
$4.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-512- 5.4% |
$26.1K - $29.7K
|
8.97K
$537K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-521- 50.93% |
$26.6K - $30.2K
|
502
$30K
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-523- 0.44% |
$26.7K - $30.3K
|
118K
$7.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-565- 12.93% |
$28.8K - $32.7K
|
3.8K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-571- 2.87% |
$29.2K - $33.1K
|
19.3K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-572- 4.94% |
$29.2K - $33.2K
|
11K
$659K
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-575- 0.8% |
$29.4K - $33.3K
|
71.1K
$4.25M
|