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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-112K- 59.41% |
$6.5M - $7.22M
|
76.6K
$5.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-170K- 85.66% |
$9.86M - $11M
|
28.5K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-172K- 11.46% |
$10M - $11.1M
|
1.33M
$99.8M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-223K- 92.29% |
$12.9M - $14.4M
|
18.6K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-240K- 10.88% |
$13.9M - $15.4M
|
1.96M
$147M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-250K- 8.82% |
$14.5M - $16.1M
|
2.58M
$194M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-256K- 28.16% |
$14.9M - $16.5M
|
654K
$49M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-487K- 13.2% |
$28.2M - $31.4M
|
3.2M
$240M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-520K- 98.86% |
$30.2M - $33.5M
|
5.98K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-580K- 25.62% |
$33.6M - $37.4M
|
1.68M
$126M
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-661K- 17.19% |
$38.3M - $42.6M
|
3.18M
$238M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-674K- 70.8% |
$39.1M - $43.5M
|
278K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-755K- 98.12% |
$43.8M - $48.7M
|
14.4K
$1.08M
|
|