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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.14K+ 3.39% |
$126K - $139K
|
65.2K
$4M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.13K+ 38.93% |
$125K - $138K
|
7.59K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.12K+ 1.38% |
$125K - $137K
|
156K
$9.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.09K+ 7.04% |
$123K - $135K
|
31.7K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.04K+ 14.72% |
$120K - $132K
|
15.9K
$973K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.03K+ 5.24% |
$119K - $131K
|
40.7K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.98K+ 5.57% |
$116K - $128K
|
37.5K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.91K+ 1.84% |
$112K - $124K
|
106K
$6.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.89K+ 2.32% |
$111K - $122K
|
83.2K
$5.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.87K+ 10.62% |
$110K - $121K
|
19.5K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.87K+ 15.02% |
$110K - $121K
|
14.3K
$878K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.84K+ 5.17% |
$108K - $119K
|
37.4K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.82K+ 32.95% |
$107K - $118K
|
7.34K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.78KNew |
$105K - $115K
|
1.78K
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.7KNew |
$100K - $110K
|
1.7K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.68K+ 40.09% |
$98.7K - $109K
|
5.86K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.65K+ 14.77% |
$97.3K - $107K
|
12.8K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.65K+ 18.44% |
$97.2K - $107K
|
10.6K
$650K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1.65K+ 6.6% |
$97.2K - $107K
|
26.7K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.65K+ 3.72% |
$96.9K - $107K
|
45.8K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.59K+ 28.39% |
$93.8K - $103K
|
7.21K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.56K+ 6.04% |
$91.9K - $101K
|
27.4K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.55K+ 21.49% |
$91K - $100K
|
8.74K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.54K+ 33.37% |
$90.4K - $99.5K
|
6.14K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 7.98% |
$85K - $93.6K
|
19.5K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.44K+ 0.05% |
$85K - $93.6K
|
2.65M
$162M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 2.22% |
$83.7K - $92.1K
|
65.5K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.42K+ 1.01% |
$83.5K - $91.9K
|
142K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.42K+ 11.17% |
$83.5K - $91.9K
|
14.1K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.4K+ 4.95% |
$82.1K - $90.4K
|
29.6K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.39K+ 5.51% |
$81.6K - $89.8K
|
26.5K
$1.63M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.35K+ 17.83% |
$79.4K - $87.4K
|
8.91K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.3K+ 13.01% |
$76.3K - $84K
|
11.3K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.26K+ 10.36% |
$74K - $81.4K
|
13.4K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.24K+ 28.7% |
$73.1K - $80.5K
|
5.57K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.24K+ 5.66% |
$72.8K - $80.2K
|
23.1K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 2.67% |
$72.8K - $80.2K
|
47.6K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 2.28% |
$71.2K - $78.4K
|
54.2K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.14K+ 1.32% |
$67.2K - $73.9K
|
87.3K
$5.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.14K+ 14.25% |
$67K - $73.7K
|
9.12K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.1K+ 13.98% |
$64.7K - $71.2K
|
8.95K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 2.73% |
$63.1K - $69.5K
|
40.3K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 3.23% |
$62.6K - $68.9K
|
34K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 8.11% |
$61.6K - $67.8K
|
14K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.03K+ 12.11% |
$60.8K - $66.9K
|
9.55K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.0% |
$59.7K - $65.7K
|
15.5K
$951K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.01K+ 4.76% |
$59.5K - $65.4K
|
22.2K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.01K+ 4.46% |
$59.4K - $65.3K
|
23.6K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
988+ 12.29% |
$58.2K - $64K
|
9.03K
$554K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
928+ 9.38% |
$54.6K - $60.1K
|
10.8K
$664K
|