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 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.02K+ 3.92% |
$154K - $175K
|
80K
$4.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.92K+ 16.63% |
$149K - $169K
|
20.5K
$1.25M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.91KNew |
$149K - $169K
|
2.91K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.9K+ 15.85% |
$148K - $168K
|
21.2K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
2.9K+ 7.31% |
$148K - $168K
|
42.5K
$2.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.89K+ 17.09% |
$148K - $167K
|
19.8K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.88K+ 14.79% |
$147K - $167K
|
22.4K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.87K+ 4.23% |
$147K - $166K
|
70.8K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.87K+ 17.29% |
$146K - $166K
|
19.5K
$1.19M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.76KNew |
$141K - $160K
|
2.76K
$169K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.73K+ 2.45% |
$139K - $158K
|
114K
$7M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.61K+ 67.21% |
$133K - $151K
|
6.5K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.6K+ 16.92% |
$133K - $151K
|
18K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.58K+ 33.72% |
$132K - $150K
|
10.2K
$628K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.54KNew |
$130K - $147K
|
2.54K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.53K+ 2.52% |
$129K - $147K
|
103K
$6.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.52K+ 14.56% |
$129K - $146K
|
19.8K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2.52K+ 22.48% |
$129K - $146K
|
13.7K
$841K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.43KNew |
$124K - $141K
|
2.43K
$149K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.41K+ 5.92% |
$123K - $140K
|
43.1K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.41K+ 34428.57% |
$123K - $140K
|
2.42K
$148K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.37KNew |
$121K - $138K
|
2.37K
$145K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 49.74% |
$121K - $137K
|
7.11K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.35K+ 13.09% |
$120K - $136K
|
20.3K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.25K+ 14.46% |
$115K - $131K
|
17.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.21KNew |
$113K - $128K
|
2.21K
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.2K+ 1.61% |
$112K - $127K
|
139K
$8.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.14K+ 5.76% |
$109K - $124K
|
39.3K
$2.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.13K+ 36.59% |
$109K - $123K
|
7.95K
$487K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 4.54% |
$108K - $123K
|
48.9K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.12K+ 40.05% |
$108K - $123K
|
7.41K
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.11K+ 3.26% |
$108K - $122K
|
66.9K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.09K+ 4.91% |
$106K - $121K
|
44.5K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08K+ 526.58% |
$106K - $121K
|
2.48K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 6.11% |
$106K - $120K
|
36K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.05K+ 1.11% |
$104K - $119K
|
187K
$11.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
2.02K+ 7.04% |
$103K - $117K
|
30.7K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.98K+ 41.11% |
$101K - $115K
|
6.8K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
1.9K+ 22.33% |
$96.8K - $110K
|
10.4K
$636K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.84K+ 9.06% |
$94K - $107K
|
22.2K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.84K+ 3.18% |
$93.9K - $107K
|
59.7K
$3.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.83KNew |
$93.2K - $106K
|
1.83K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.82K+ 26.32% |
$92.7K - $105K
|
8.72K
$534K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.81K+ 6.37% |
$92.4K - $105K
|
30.2K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.8K+ 2.02% |
$91.9K - $104K
|
90.8K
$5.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
1.8K+ 2.11% |
$91.9K - $104K
|
87.2K
$5.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.8K+ 44.11% |
$91.9K - $104K
|
5.88K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 29.84% |
$90.5K - $103K
|
7.72K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.69K+ 5.3% |
$86.4K - $98.1K
|
33.6K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 1.76% |
$85.9K - $97.5K
|
97.2K
$5.96M
|