Purchases and Sales Made in Q4 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2024. 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 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
47+ 0.1% |
$2.77K - $3.05K
|
45.6K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
45+ 1.68% |
$2.65K - $2.92K
|
2.73K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
45+ 27.61% |
$2.65K - $2.92K
|
208
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.41K - $2.66K
|
41
$2.55K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
40+ 0.22% |
$2.36K - $2.59K
|
18.6K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
40+ 0.14% |
$2.36K - $2.59K
|
29.2K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
38+ 0.55% |
$2.24K - $2.46K
|
6.98K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37+ 0.43% |
$2.18K - $2.4K
|
8.72K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
37+ 0.09% |
$2.18K - $2.4K
|
40.4K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
37+ 5.35% |
$2.18K - $2.4K
|
729
$45.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36+ 1.7% |
$2.12K - $2.33K
|
2.16K
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
35New |
$2.06K - $2.27K
|
35
$2.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
34+ 0.67% |
$2K - $2.2K
|
5.08K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33+ 0.59% |
$1.94K - $2.14K
|
5.61K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
33+ 9.24% |
$1.94K - $2.14K
|
390
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
32+ 0.36% |
$1.88K - $2.07K
|
9.01K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
30+ 0.85% |
$1.77K - $1.94K
|
3.56K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
30+ 0.07% |
$1.77K - $1.94K
|
44.9K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
29+ 0.25% |
$1.71K - $1.88K
|
11.8K
$735K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 1.49% |
$1.65K - $1.81K
|
1.91K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 2700.0% |
$1.59K - $1.75K
|
28
$1.74K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.75% |
$1.53K - $1.68K
|
3.48K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
25+ 1.51% |
$1.47K - $1.62K
|
1.69K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
24+ 1.48% |
$1.41K - $1.56K
|
1.64K
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 1.53% |
$1.35K - $1.49K
|
1.53K
$95.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
23+ 0.31% |
$1.35K - $1.49K
|
7.33K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
22+ 0.48% |
$1.3K - $1.43K
|
4.65K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$1.3K - $1.43K
|
22
$1.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22+ 2.14% |
$1.3K - $1.43K
|
1.05K
$65.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
22+ 0.24% |
$1.3K - $1.43K
|
9.28K
$577K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 1.62% |
$1.18K - $1.3K
|
1.25K
$78K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
18+ 0.23% |
$1.06K - $1.17K
|
7.8K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17+ 0.36% |
$1K - $1.1K
|
4.78K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17+ 0.14% |
$1K - $1.1K
|
12.5K
$778K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
16+ 0.92% |
$942 - $1.04K
|
1.76K
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
15+ 0.39% |
$883 - $972
|
3.9K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
14+ 2.36% |
$824 - $907
|
606
$37.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13New |
$765 - $842
|
13
$809
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13+ 1.74% |
$765 - $842
|
759
$47.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
12+ 0.2% |
$707 - $778
|
6.13K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
12+ 1.72% |
$707 - $778
|
710
$44.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 1.71% |
$648 - $713
|
656
$40.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
11+ 0.3% |
$648 - $713
|
3.68K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10+ 0.1% |
$589 - $648
|
9.98K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
10+ 0.07% |
$589 - $648
|
14.1K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.24% |
$589 - $648
|
4.23K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.04% |
$589 - $648
|
25.5K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 0.47% |
$530 - $583
|
1.94K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.2% |
$530 - $583
|
760
$47.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9+ 0.1% |
$530 - $583
|
9.15K
$569K
|