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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
45K+ 5.04% |
$2.44M - $2.6M
|
937K
$58.1M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.2K+ 0.7% |
$2.4M - $2.55M
|
6.37M
$395M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
42.6K+ 33.98% |
$2.31M - $2.46M
|
168K
$10.4M
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
41.7KNew |
$2.26M - $2.41M
|
41.7K
$2.59M
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
38.8K+ 8.71% |
$2.11M - $2.24M
|
484K
$30M
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
38.7KNew |
$2.1M - $2.24M
|
38.7K
$2.4M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
38.2K+ 10.6% |
$2.08M - $2.21M
|
399K
$24.8M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
36.1K+ 5.8% |
$1.96M - $2.08M
|
658K
$40.8M
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
34.4K+ 451.93% |
$1.87M - $1.99M
|
42K
$2.6M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
33.8KNew |
$1.84M - $1.95M
|
33.8K
$2.1M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.7K+ 4.17% |
$1.83M - $1.95M
|
844K
$52.4M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3K+ 1.58% |
$1.81M - $1.93M
|
2.14M
$133M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
33.3K+ 128.62% |
$1.81M - $1.92M
|
59.2K
$3.67M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.5K+ 94.7% |
$1.76M - $1.88M
|
66.8K
$4.14M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
31.7KNew |
$1.72M - $1.83M
|
31.7K
$1.97M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
31.5K+ 6.14% |
$1.71M - $1.82M
|
545K
$33.8M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
31.2K+ 6.0% |
$1.69M - $1.8M
|
551K
$34.2M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.1K+ 34.42% |
$1.69M - $1.8M
|
122K
$7.54M
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
28.6K+ 622.33% |
$1.55M - $1.65M
|
33.2K
$2.06M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.9K+ 9.88% |
$1.51M - $1.61M
|
310K
$19.2M
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27.8KNew |
$1.51M - $1.6M
|
27.8K
$1.72M
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
26.5K+ 224.77% |
$1.44M - $1.53M
|
38.3K
$2.37M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
25.7K+ 3.6% |
$1.4M - $1.49M
|
740K
$45.9M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
24.8K+ 5.62% |
$1.35M - $1.43M
|
467K
$29M
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
24.1K+ 1.79% |
$1.31M - $1.39M
|
1.37M
$85.1M
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
24.1K+ 10.65% |
$1.31M - $1.39M
|
250K
$15.5M
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
23.9K+ 426.87% |
$1.3M - $1.38M
|
29.6K
$1.83M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
23.9K+ 187.82% |
$1.3M - $1.38M
|
36.6K
$2.27M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.6KNew |
$1.28M - $1.36M
|
23.6K
$1.47M
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
23.6K+ 6.99% |
$1.28M - $1.36M
|
361K
$22.4M
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
23.4KNew |
$1.27M - $1.35M
|
23.4K
$1.45M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.2K+ 6.31% |
$1.26M - $1.34M
|
391K
$24.2M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.1K+ 4.31% |
$1.25M - $1.33M
|
558K
$34.6M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
22.5K+ 46843.75% |
$1.22M - $1.3M
|
22.5K
$1.4M
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
BUY
|
- |
22.4K+ 9.09% |
$1.22M - $1.3M
|
269K
$16.7M
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
22.4K+ 4.24% |
$1.21M - $1.29M
|
549K
$34.1M
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
22.2K+ 9.34% |
$1.2M - $1.28M
|
260K
$16.1M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
22K+ 56.19% |
$1.19M - $1.27M
|
61.2K
$3.8M
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
21.9K+ 5.34% |
$1.19M - $1.26M
|
431K
$26.8M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
20.6KNew |
$1.12M - $1.19M
|
20.6K
$1.28M
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
20.4KNew |
$1.11M - $1.18M
|
20.4K
$1.27M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
20.4K+ 44.94% |
$1.11M - $1.18M
|
65.7K
$4.07M
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
20.2KNew |
$1.1M - $1.17M
|
20.2K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2K+ 41.73% |
$1.04M - $1.11M
|
65.1K
$4.04M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$1.02M - $1.09M
|
18.9K
$1.17M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
18.4K+ 227.8% |
$999K - $1.06M
|
26.5K
$1.64M
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
17.8K+ 28.54% |
$965K - $1.03M
|
80.1K
$4.97M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.6K+ 4.79% |
$954K - $1.01M
|
384K
$23.9M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
17.2K+ 10.61% |
$936K - $996K
|
180K
$11.2M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
17K+ 0.56% |
$921K - $980K
|
3.04M
$189M
|