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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.28K+ 7.48% |
$474K - $538K
|
133K
$8.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.24K+ 8.63% |
$472K - $535K
|
116K
$7.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.21K+ 28.24% |
$470K - $534K
|
41.8K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.03K+ 24.04% |
$461K - $523K
|
46.6K
$2.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
9KNew |
$460K - $522K
|
9K
$552K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
8.91KNew |
$455K - $517K
|
8.91K
$546K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
8.7KNew |
$444K - $504K
|
8.7K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
8.67KNew |
$443K - $503K
|
8.67K
$531K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
8.58K+ 3.89% |
$438K - $497K
|
229K
$14M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8.57KNew |
$438K - $497K
|
8.57K
$525K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
8.56KNew |
$437K - $496K
|
8.56K
$525K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.56K+ 25.32% |
$437K - $496K
|
42.4K
$2.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.55K+ 0.17% |
$436K - $495K
|
5.01M
$307M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
8.29KNew |
$423K - $481K
|
8.29K
$508K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
8.25KNew |
$421K - $478K
|
8.25K
$505K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
8.12KNew |
$414K - $470K
|
8.12K
$497K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.96K+ 8.42% |
$407K - $461K
|
103K
$6.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.81KNew |
$399K - $453K
|
7.81K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.81K+ 166.77% |
$399K - $452K
|
12.5K
$765K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.8K+ 5.32% |
$398K - $452K
|
154K
$9.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.78K+ 83.22% |
$397K - $451K
|
17.1K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
7.71KNew |
$394K - $447K
|
7.71K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7.64K+ 51.67% |
$390K - $443K
|
22.4K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.6K+ 3.0% |
$388K - $441K
|
261K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.6KNew |
$388K - $441K
|
7.6K
$466K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
7.47K+ 1.03% |
$381K - $433K
|
731K
$44.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7.45K+ 88.7% |
$380K - $432K
|
15.9K
$971K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.44K+ 15.84% |
$380K - $431K
|
54.4K
$3.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
7.43KNew |
$379K - $431K
|
7.43K
$455K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.42K+ 16.31% |
$379K - $430K
|
52.9K
$3.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.42KNew |
$379K - $430K
|
7.42K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
7.1K+ 14.58% |
$362K - $411K
|
55.8K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7.03KNew |
$359K - $408K
|
7.03K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.97K+ 1.3% |
$356K - $404K
|
545K
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.92K+ 5.28% |
$354K - $401K
|
138K
$8.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.69KNew |
$342K - $388K
|
6.69K
$410K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.68K+ 1.54% |
$341K - $387K
|
441K
$27M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.65KNew |
$340K - $386K
|
6.65K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.5KNew |
$332K - $376K
|
6.5K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.43K+ 6.03% |
$328K - $373K
|
113K
$6.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.41KNew |
$327K - $371K
|
6.41K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
6.39KNew |
$326K - $370K
|
6.39K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
6.39K+ 2.29% |
$326K - $370K
|
285K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
6.32KNew |
$323K - $366K
|
6.32K
$387K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 3.93% |
$321K - $365K
|
166K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6.13K+ 41.33% |
$313K - $355K
|
21K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.13KNew |
$313K - $355K
|
6.13K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.13K+ 84.05% |
$313K - $355K
|
13.4K
$822K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.09K+ 7.27% |
$311K - $353K
|
89.9K
$5.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
6.05K+ 71.54% |
$309K - $351K
|
14.5K
$889K
|