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 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-578- 0.06% |
$29.5K - $33.5K
|
1.04M
$62.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-587- 3.29% |
$30K - $34K
|
17.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-588- 1.59% |
$30K - $34.1K
|
36.4K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-594- 54.55% |
$30.3K - $34.4K
|
495
$29.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-602- 6.74% |
$30.7K - $34.9K
|
8.34K
$499K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-618- 5.51% |
$31.6K - $35.8K
|
10.6K
$634K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-633- 1.18% |
$32.3K - $36.7K
|
52.8K
$3.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-647- 0.37% |
$33K - $37.5K
|
175K
$10.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-652- 3.33% |
$33.3K - $37.8K
|
18.9K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-679- 7.42% |
$34.7K - $39.4K
|
8.48K
$507K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-684- 0.41% |
$34.9K - $39.6K
|
167K
$9.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-685- 1.61% |
$35K - $39.7K
|
41.8K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-701- 3.63% |
$35.8K - $40.6K
|
18.6K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-736- 0.88% |
$37.6K - $42.7K
|
83.1K
$4.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-738- 14.09% |
$37.7K - $42.8K
|
4.5K
$269K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-755- 10.6% |
$38.6K - $43.8K
|
6.37K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-756- 15.84% |
$38.6K - $43.8K
|
4.02K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-795- 3.02% |
$40.6K - $46.1K
|
25.6K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-818- 11.11% |
$41.8K - $47.4K
|
6.55K
$392K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-818- 8.73% |
$41.8K - $47.4K
|
8.56K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-819- 25.61% |
$41.8K - $47.5K
|
2.38K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-830- 70.82% |
$42.4K - $48.1K
|
342
$20.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-851- 3.09% |
$43.5K - $49.3K
|
26.7K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-861- 4.7% |
$44K - $49.9K
|
17.5K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-866- 0.63% |
$44.2K - $50.2K
|
136K
$8.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-900- 4.58% |
$46K - $52.2K
|
18.8K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-968- 17.56% |
$49.4K - $56.1K
|
4.54K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1K- 3.58% |
$51.1K - $58K
|
26.9K
$1.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.03K- 2.82% |
$52.7K - $59.9K
|
35.6K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.04K- 4.48% |
$53.1K - $60.3K
|
22.2K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.05K- 1.78% |
$53.5K - $60.7K
|
57.9K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-1.05K- 7.62% |
$53.6K - $60.9K
|
12.7K
$762K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.07K- 5.17% |
$54.8K - $62.2K
|
19.7K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 16.55% |
$55.2K - $62.7K
|
5.45K
$326K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.09K- 8.83% |
$55.6K - $63.1K
|
11.2K
$672K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.1K- 8.1% |
$56.2K - $63.8K
|
12.5K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.13K- 20.18% |
$57.9K - $65.7K
|
4.48K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.15K- 2.14% |
$58.7K - $66.7K
|
52.6K
$3.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.23K- 95.33% |
$62.6K - $71.1K
|
60
$3.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 6.97% |
$66.4K - $75.3K
|
17.3K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.3K- 52.04% |
$66.5K - $75.5K
|
1.2K
$71.8K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.3K- 52.04% |
$66.5K - $75.5K
|
1.2K
$71.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.32K- 1.21% |
$67.6K - $76.7K
|
108K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.34K- 2.98% |
$68.2K - $77.4K
|
43.4K
$2.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.38K- 13.54% |
$70.4K - $79.9K
|
8.8K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.4K- 6.69% |
$71.5K - $81.1K
|
19.5K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.4K- 84.1% |
$71.6K - $81.3K
|
265
$15.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.45K- 57.36% |
$74K - $84K
|
1.08K
$64.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.45K- 6.06% |
$74.2K - $84.2K
|
22.5K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.46K- 8.29% |
$74.5K - $84.6K
|
16.1K
$965K
|