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 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
6KNew |
$306K - $348K
|
6K
$368K
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6KNew |
$306K - $348K
|
6K
$367K
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.95KNew |
$304K - $345K
|
5.95K
$364K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.94K+ 16.92% |
$304K - $345K
|
41.1K
$2.52M
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.94KNew |
$303K - $344K
|
5.94K
$364K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.89KNew |
$301K - $341K
|
5.89K
$361K
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
5.83K+ 55.45% |
$297K - $338K
|
16.3K
$1M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.81K+ 34.11% |
$297K - $337K
|
22.8K
$1.4M
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
5.79KNew |
$296K - $336K
|
5.79K
$355K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.74KNew |
$293K - $332K
|
5.74K
$351K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.71K+ 6.12% |
$291K - $331K
|
98.9K
$6.06M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.68KNew |
$290K - $329K
|
5.68K
$348K
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.67KNew |
$290K - $329K
|
5.67K
$348K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.56K+ 6.16% |
$284K - $322K
|
95.8K
$5.87M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5.56KNew |
$284K - $322K
|
5.56K
$340K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.53K+ 32.74% |
$283K - $321K
|
22.4K
$1.37M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.44K+ 9.04% |
$278K - $315K
|
65.6K
$4.02M
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
5.38K+ 78.15% |
$275K - $312K
|
12.3K
$752K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
5.37K+ 7.63% |
$274K - $311K
|
75.8K
$4.64M
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
5.36KNew |
$274K - $311K
|
5.36K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.36KNew |
$274K - $311K
|
5.36K
$328K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.3K+ 35.79% |
$271K - $307K
|
20.1K
$1.23M
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
5.28KNew |
$269K - $306K
|
5.28K
$323K
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
5.21K+ 2.0% |
$266K - $302K
|
265K
$16.3M
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.21KNew |
$266K - $302K
|
5.21K
$319K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.18KNew |
$264K - $300K
|
5.18K
$317K
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
5.16K+ 95.69% |
$263K - $299K
|
10.5K
$646K
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
5.13K+ 15.18% |
$262K - $297K
|
38.9K
$2.38M
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.12K+ 42.64% |
$261K - $297K
|
17.1K
$1.05M
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.12K+ 714.39% |
$261K - $296K
|
5.83K
$357K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.07K+ 21.4% |
$259K - $294K
|
28.8K
$1.76M
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5KNew |
$255K - $290K
|
5K
$306K
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
4.97K+ 6.35% |
$254K - $288K
|
83.2K
$5.1M
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.92K+ 32.62% |
$251K - $285K
|
20K
$1.23M
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
4.91K+ 5.37% |
$251K - $284K
|
96.3K
$5.9M
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.79K+ 36.47% |
$245K - $278K
|
17.9K
$1.1M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.75KNew |
$243K - $275K
|
4.75K
$291K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.71KNew |
$241K - $273K
|
4.71K
$289K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.69K+ 93.68% |
$239K - $272K
|
9.69K
$594K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.68K+ 6.92% |
$239K - $271K
|
72.3K
$4.43M
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.65KNew |
$237K - $269K
|
4.65K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.54KNew |
$232K - $263K
|
4.54K
$278K
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 2.56% |
$230K - $261K
|
180K
$11M
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
4.45KNew |
$227K - $258K
|
4.45K
$273K
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
4.37KNew |
$223K - $254K
|
4.37K
$268K
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4.32KNew |
$220K - $250K
|
4.32K
$265K
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.28KNew |
$219K - $248K
|
4.28K
$262K
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.28KNew |
$219K - $248K
|
4.28K
$262K
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.26KNew |
$218K - $247K
|
4.26K
$261K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.16K+ 6.22% |
$213K - $241K
|
71.1K
$4.36M
|