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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.53K- 4.43% |
$78K - $88.5K
|
32.9K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.53K- 7.58% |
$78K - $88.5K
|
18.6K
$1.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.53K- 5.76% |
$78.3K - $88.9K
|
25.1K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.54K- 74.85% |
$78.6K - $89.2K
|
517
$30.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-1.55K- 4.27% |
$79.3K - $90.1K
|
34.8K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.56K- 2.71% |
$79.6K - $90.4K
|
56K
$3.35M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.56K- 2.1% |
$79.6K - $90.4K
|
72.9K
$4.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.58K- 25.36% |
$80.7K - $91.6K
|
4.65K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.58K- 6.31% |
$80.9K - $91.8K
|
23.5K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.62K- 25.14% |
$82.5K - $93.7K
|
4.81K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.67K- 0.84% |
$85.3K - $96.8K
|
196K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-1.72K- 5.74% |
$87.6K - $99.5K
|
28.2K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.72K- 17.68% |
$87.8K - $99.7K
|
8.01K
$479K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.72K- 27.4% |
$87.8K - $99.7K
|
4.56K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.73K- 25.67% |
$88.2K - $100K
|
5K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.74K- 20.97% |
$89K - $101K
|
6.57K
$393K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.75K- 1.72% |
$89.4K - $101K
|
100K
$5.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.76K- 1.38% |
$89.7K - $102K
|
126K
$7.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.76K- 11.12% |
$89.8K - $102K
|
14.1K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.84K- 4.04% |
$93.9K - $107K
|
43.7K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.84K- 2.3% |
$94.2K - $107K
|
78.5K
$4.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.86K- 27.33% |
$94.9K - $108K
|
4.94K
$296K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.87K- 32.14% |
$95.5K - $108K
|
3.95K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.88K- 3.61% |
$95.8K - $109K
|
50.1K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.92K- 1.83% |
$97.8K - $111K
|
103K
$6.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.96K- 2.77% |
$99.9K - $113K
|
68.6K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2K- 28.74% |
$102K - $116K
|
4.96K
$297K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.18K- 15.2% |
$111K - $126K
|
12.2K
$727K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-2.22K- 18.29% |
$113K - $129K
|
9.92K
$593K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.28K- 0.53% |
$117K - $132K
|
431K
$25.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.4K- 15.97% |
$122K - $139K
|
12.6K
$754K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.44K- 3.06% |
$125K - $141K
|
77.2K
$4.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.44K- 7.14% |
$125K - $142K
|
31.7K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.45K- 11.23% |
$125K - $142K
|
19.3K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.45K- 32.86% |
$125K - $142K
|
5.01K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.56K- 1.17% |
$131K - $148K
|
217K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.67K- 12.66% |
$136K - $155K
|
18.4K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.68K- 14.98% |
$137K - $155K
|
15.2K
$909K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.74K- 2.93% |
$140K - $159K
|
90.7K
$5.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.81K- 28.79% |
$143K - $163K
|
6.94K
$415K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.81K- 22.97% |
$144K - $163K
|
9.43K
$564K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.82K- 4.02% |
$144K - $163K
|
67.3K
$4.03M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.85K- 1.57% |
$146K - $165K
|
178K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.88K- 0.81% |
$147K - $167K
|
351K
$21M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-2.89K- 9.07% |
$147K - $167K
|
28.9K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.96K- 2.09% |
$151K - $172K
|
139K
$8.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.97K- 2.62% |
$152K - $172K
|
111K
$6.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-3.05K- 15.0% |
$156K - $177K
|
17.3K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-3.11K- 1.23% |
$159K - $180K
|
250K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.15K- 16.45% |
$161K - $182K
|
16K
$956K
|