Purchases and Sales Made in Q2 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
42+ 1.12% |
$2.28K - $2.43K
|
3.78K
$234K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
40+ 0.93% |
$2.17K - $2.31K
|
4.35K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
37+ 0.52% |
$2.01K - $2.14K
|
7.15K
$444K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 9.07% |
$1.95K - $2.08K
|
433
$26.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
36+ 11.54% |
$1.95K - $2.08K
|
348
$21.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
36+ 0.16% |
$1.95K - $2.08K
|
22.8K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
35+ 0.77% |
$1.9K - $2.02K
|
4.58K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
33New |
$1.79K - $1.91K
|
33
$2.05K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
28New |
$1.52K - $1.62K
|
28
$1.74K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
27+ 0.59% |
$1.47K - $1.56K
|
4.6K
$285K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
25+ 0.15% |
$1.36K - $1.44K
|
17.1K
$1.06M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
24+ 0.33% |
$1.3K - $1.39K
|
7.37K
$457K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 1.14% |
$1.25K - $1.33K
|
2.04K
$127K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22+ 1.09% |
$1.19K - $1.27K
|
2.04K
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 0.14% |
$1.19K - $1.27K
|
16K
$992K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
21+ 0.17% |
$1.14K - $1.21K
|
12.6K
$781K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.09K - $1.16K
|
20
$1.24K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
20New |
$1.09K - $1.16K
|
20
$1.24K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
19+ 0.17% |
$1.03K - $1.1K
|
11.3K
$700K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
19+ 0.2% |
$1.03K - $1.1K
|
9.44K
$586K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
17+ 0.22% |
$923 - $982
|
7.85K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
16+ 0.16% |
$868 - $924
|
10.2K
$634K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15+ 0.34% |
$814 - $866
|
4.42K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.38% |
$760 - $809
|
3.65K
$227K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
13+ 0.27% |
$706 - $751
|
4.85K
$301K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
11+ 0.24% |
$597 - $635
|
4.56K
$283K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
11+ 1.19% |
$597 - $635
|
939
$58.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 1.03% |
$543 - $578
|
979
$60.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
9+ 0.02% |
$489 - $520
|
36.4K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 1.12% |
$434 - $462
|
720
$44.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.19% |
$434 - $462
|
4.17K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 1.24% |
$380 - $404
|
570
$35.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.88% |
$326 - $347
|
685
$42.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 0.43% |
$326 - $347
|
1.39K
$86.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$271 - $289
|
5
$310
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.83% |
$271 - $289
|
608
$37.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.73% |
$271 - $289
|
690
$42.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5+ 0.07% |
$271 - $289
|
7.44K
$461K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.06% |
$217 - $231
|
6.53K
$405K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 1.24% |
$217 - $231
|
326
$20.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.84% |
$217 - $231
|
483
$30K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
3+ 0.05% |
$163 - $173
|
5.74K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.07% |
$163 - $173
|
4.41K
$274K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$163 - $173
|
7.53K
$467K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$163 - $173
|
12.3K
$765K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.8% |
$109 - $116
|
113
$7.01K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.1% |
$109 - $116
|
2K
$124K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.03% |
$109 - $116
|
5.77K
$358K
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2+ 0.0% |
$109 - $116
|
67.3K
$4.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2+ 0.04% |
$109 - $116
|
5.62K
$348K
|