Purchases and Sales Made in Q1 2025 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
123+ 219.64% |
$7.14K - $7.93K
|
179
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
123New |
$7.14K - $7.93K
|
123
$9.22K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
122+ 0.77% |
$7.08K - $7.86K
|
16K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
121+ 0.41% |
$7.02K - $7.8K
|
29.8K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
118+ 2.06% |
$6.85K - $7.61K
|
5.85K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
117+ 2.15% |
$6.79K - $7.54K
|
5.56K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
116+ 2.25% |
$6.73K - $7.48K
|
5.27K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
BUY
|
- |
116+ 1.84% |
$6.73K - $7.48K
|
6.41K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
115+ 2.4% |
$6.67K - $7.41K
|
4.91K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
108+ 2.56% |
$6.27K - $6.96K
|
4.33K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
107+ 382.14% |
$6.21K - $6.9K
|
135
$10.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
105+ 0.1% |
$6.09K - $6.77K
|
109K
$8.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
103+ 1.32% |
$5.98K - $6.64K
|
7.9K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
101+ 1.94% |
$5.86K - $6.51K
|
5.32K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 2.91% |
$5.8K - $6.45K
|
3.54K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
98+ 0.22% |
$5.68K - $6.32K
|
44.3K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
98+ 1.45% |
$5.68K - $6.32K
|
6.85K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
97+ 0.53% |
$5.63K - $6.25K
|
18.3K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
96+ 2.14% |
$5.57K - $6.19K
|
4.59K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
80+ 1.06% |
$4.64K - $5.16K
|
7.64K
$572K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
78+ 0.27% |
$4.52K - $5.03K
|
28.7K
$2.15M
|
|
|
Dec 08, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
78New |
$4.52K - $5.03K
|
78
$5.84K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
75+ 0.3% |
$4.35K - $4.83K
|
25K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
73+ 1.73% |
$4.23K - $4.71K
|
4.3K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
72+ 0.29% |
$4.18K - $4.64K
|
24.6K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
68+ 0.26% |
$3.94K - $4.38K
|
26.3K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
67+ 0.75% |
$3.89K - $4.32K
|
9.02K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
63+ 0.92% |
$3.65K - $4.06K
|
6.9K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62+ 0.52% |
$3.6K - $4K
|
11.9K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
60New |
$3.48K - $3.87K
|
60
$4.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
57+ 1.55% |
$3.31K - $3.67K
|
3.73K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
56New |
$3.25K - $3.61K
|
56
$4.2K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
52+ 22.32% |
$3.02K - $3.35K
|
285
$21.4K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
49New |
$2.84K - $3.16K
|
49
$3.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
48+ 0.3% |
$2.78K - $3.09K
|
16K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
47+ 0.2% |
$2.73K - $3.03K
|
23.7K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
45+ 0.75% |
$2.61K - $2.9K
|
6.04K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
45+ 0.91% |
$2.61K - $2.9K
|
5.02K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45+ 0.42% |
$2.61K - $2.9K
|
10.8K
$809K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
43+ 0.3% |
$2.49K - $2.77K
|
14.3K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
43+ 0.29% |
$2.49K - $2.77K
|
14.9K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
41+ 0.24% |
$2.38K - $2.64K
|
17.2K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 0.64% |
$2.32K - $2.58K
|
6.33K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 1.12% |
$2.32K - $2.58K
|
3.61K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
40+ 0.28% |
$2.32K - $2.58K
|
14.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
38+ 0.04% |
$2.2K - $2.45K
|
85.3K
$6.39M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
37+ 1.04% |
$2.15K - $2.39K
|
3.6K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37+ 0.14% |
$2.15K - $2.39K
|
25.8K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
36+ 0.3% |
$2.09K - $2.32K
|
11.9K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
32+ 0.42% |
$1.86K - $2.06K
|
7.74K
$580K
|
|