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 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.25K- 22.33% |
$166K - $189K
|
11.3K
$677K
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-3.46K- 24.5% |
$177K - $201K
|
10.7K
$638K
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.51K- 3.04% |
$179K - $204K
|
112K
$6.69M
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.54K- 3.9% |
$181K - $205K
|
87.1K
$5.21M
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.56K- 8.12% |
$182K - $206K
|
40.2K
$2.41M
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-3.58K- 36.57% |
$183K - $207K
|
6.2K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.59K- 23.13% |
$183K - $208K
|
11.9K
$713K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.79K- 27.75% |
$193K - $219K
|
9.86K
$590K
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.24K- 24.58% |
$216K - $246K
|
13K
$777K
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.44K- 2.67% |
$227K - $258K
|
162K
$9.7M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.73K- 15.7% |
$242K - $274K
|
25.4K
$1.52M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.76K- 5.68% |
$243K - $276K
|
79K
$4.72M
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-4.79K- 33.33% |
$245K - $278K
|
9.58K
$573K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.88K- 0.94% |
$249K - $283K
|
513K
$30.7M
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-5.03K- 6.49% |
$257K - $291K
|
72.4K
$4.33M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.1K- 29.98% |
$260K - $296K
|
11.9K
$712K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.12K- 5.12% |
$261K - $296K
|
94.8K
$5.67M
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.14K- 3.06% |
$262K - $298K
|
163K
$9.75M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.34K- 21.04% |
$272K - $309K
|
20K
$1.2M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.48K- 31.51% |
$280K - $317K
|
11.9K
$712K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-5.58K- 3.3% |
$285K - $323K
|
163K
$9.78M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.59K- 7.59% |
$286K - $324K
|
68.1K
$4.07M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.62K- 39.05% |
$287K - $326K
|
8.78K
$525K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.68K- 20.9% |
$290K - $329K
|
21.5K
$1.29M
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-5.69K- 17.88% |
$290K - $330K
|
26.1K
$1.56M
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-6.02K- 0.98% |
$307K - $349K
|
605K
$36.2M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.15K- 38.42% |
$314K - $357K
|
9.86K
$590K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.16K- 9.53% |
$314K - $357K
|
58.5K
$3.5M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.34K- 2.03% |
$324K - $367K
|
306K
$18.3M
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-6.44K- 13.96% |
$329K - $373K
|
39.7K
$2.37M
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-6.48K- 25.56% |
$331K - $375K
|
18.9K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.5K- 35.52% |
$332K - $377K
|
11.8K
$706K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.58K- 19.67% |
$336K - $381K
|
26.9K
$1.61M
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6.62K- 0.31% |
$338K - $384K
|
2.14M
$128M
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-6.71K- 1.91% |
$343K - $389K
|
345K
$20.6M
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.86K- 90.66% |
$350K - $398K
|
707
$42.3K
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-6.92K- 14.47% |
$353K - $401K
|
40.9K
$2.45M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7K- 3.15% |
$358K - $406K
|
215K
$12.9M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.17K- 4.19% |
$366K - $416K
|
164K
$9.82M
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.39K- 51.53% |
$377K - $428K
|
6.95K
$415K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.43K- 3.48% |
$380K - $431K
|
206K
$12.3M
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.53K- 6.89% |
$384K - $436K
|
102K
$6.08M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.99K- 4.25% |
$408K - $463K
|
180K
$10.8M
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.07K- 9.77% |
$412K - $468K
|
74.5K
$4.46M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.5K- 24.72% |
$434K - $493K
|
25.9K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.67K- 1.56% |
$443K - $503K
|
548K
$32.8M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-8.77K- 6.33% |
$448K - $508K
|
130K
$7.75M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.77K- 9.47% |
$448K - $508K
|
83.8K
$5.01M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-9.29K- 10.59% |
$474K - $538K
|
78.4K
$4.69M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.45K- 1.58% |
$483K - $548K
|
588K
$35.2M
|