Purchases and Sales Made in Q2 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$231 - $249
|
140K
$8.68M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$174 - $187
|
3.5K
$217K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.85% |
$174 - $187
|
355
$22K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.03% |
$116 - $124
|
5.99K
$372K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2+ 0.76% |
$116 - $124
|
265
$16.4K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.02% |
$116 - $124
|
10.4K
$646K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$116 - $124
|
1.89K
$117K
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$116 - $124
|
6.69K
$415K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$116 - $124
|
4.44K
$275K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.12% |
$116 - $124
|
1.61K
$99.6K
|
|
Aug 14, 2024
Q2 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
1+ 0.0% |
$57.9 - $62.2
|
38.6K
$2.39M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.57% |
$57.9 - $62.2
|
177
$11K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.87% |
$57.9 - $62.2
|
116
$7.2K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.02% |
$57.9 - $62.2
|
4.34K
$269K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$57.9 - $62.2
|
4.66K
$289K
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1+ 0.02% |
$57.9 - $62.2
|
5.48K
$340K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$57.9 - $62.2
|
7.91K
$491K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.6% |
$57.9 - $62.2
|
168
$10.4K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$57.9 - $62.2
|
18.1K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- -0.0% |
$57.9 - $62.2
|
38.4K
$2.38M
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3- 0.01% |
$174 - $187
|
24.1K
$1.49M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-5- 0.11% |
$289 - $311
|
4.75K
$294K
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-8- 0.16% |
$463 - $498
|
5.04K
$312K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8- 0.14% |
$463 - $498
|
5.56K
$345K
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-9- 0.12% |
$521 - $560
|
7.47K
$464K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-10- 90.91% |
$579 - $622
|
1
$62.1
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-11- 0.18% |
$636 - $684
|
6.01K
$373K
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-11- 0.09% |
$636 - $684
|
11.8K
$734K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 0.58% |
$694 - $747
|
2.07K
$128K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13- 0.1% |
$752 - $809
|
13.6K
$843K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 0.19% |
$810 - $871
|
7.19K
$446K
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-16- 2.32% |
$926 - $995
|
674
$41.8K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-20- 0.13% |
$1.16K - $1.24K
|
15.1K
$939K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-22- 0.18% |
$1.27K - $1.37K
|
12K
$744K
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-22- 0.58% |
$1.27K - $1.37K
|
3.75K
$233K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-22- 0.07% |
$1.27K - $1.37K
|
30.7K
$1.91M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-25- 0.28% |
$1.45K - $1.56K
|
8.94K
$555K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-26- 44.07% |
$1.5K - $1.62K
|
33
$2.05K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-27- 0.22% |
$1.56K - $1.68K
|
12K
$745K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-29- 30.85% |
$1.68K - $1.8K
|
65
$4.03K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33- 0.32% |
$1.91K - $2.05K
|
10.4K
$647K
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-33- 0.35% |
$1.91K - $2.05K
|
9.45K
$586K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-34- 4.97% |
$1.97K - $2.12K
|
650
$40.3K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-34- 0.8% |
$1.97K - $2.12K
|
4.24K
$263K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-37- 0.14% |
$2.14K - $2.3K
|
25.7K
$1.59M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-40- 2.07% |
$2.31K - $2.49K
|
1.9K
$118K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-42- 0.74% |
$2.43K - $2.61K
|
5.63K
$350K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-45- 0.15% |
$2.6K - $2.8K
|
30.8K
$1.91M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-49- 1.01% |
$2.84K - $3.05K
|
4.8K
$298K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-50- 0.17% |
$2.89K - $3.11K
|
29.6K
$1.84M
|