Purchases and Sales Made in Q2 2025 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
437+ 1.25% |
$24.3K - $30.2K
|
35.5K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
437+ 8.81% |
$24.3K - $30.2K
|
5.4K
$404K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
436New |
$24.2K - $30.1K
|
436
$32.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
430+ 2.93% |
$23.9K - $29.7K
|
15.1K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
427+ 4.77% |
$23.7K - $29.5K
|
9.39K
$703K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
416New |
$23.1K - $28.7K
|
416
$31.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
415+ 1.74% |
$23K - $28.7K
|
24.3K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
408+ 0.88% |
$22.7K - $28.2K
|
46.9K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
401+ 5.65% |
$22.3K - $27.7K
|
7.5K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
400+ 12.12% |
$22.2K - $27.6K
|
3.7K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
396+ 2.32% |
$22K - $27.4K
|
17.4K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
381+ 9.79% |
$21.2K - $26.3K
|
4.27K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
373New |
$20.7K - $25.8K
|
373
$27.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
367+ 9.49% |
$20.4K - $25.4K
|
4.24K
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
360New |
$20K - $24.9K
|
360
$27K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
360New |
$20K - $24.9K
|
360
$27K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
358+ 1.84% |
$19.9K - $24.7K
|
19.9K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
352+ 2.91% |
$19.6K - $24.3K
|
12.4K
$932K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
349+ 8.1% |
$19.4K - $24.1K
|
4.66K
$349K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
343+ 2.76% |
$19.1K - $23.7K
|
12.8K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
335+ 1.21% |
$18.6K - $23.1K
|
28.1K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
331+ 2.34% |
$18.4K - $22.9K
|
14.5K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
331+ 0.05% |
$18.4K - $22.9K
|
607K
$45.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
329+ 3.58% |
$18.3K - $22.7K
|
9.52K
$713K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
326+ 1.73% |
$18.1K - $22.5K
|
19.2K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
324+ 0.28% |
$18K - $22.4K
|
118K
$8.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
322+ 5.09% |
$17.9K - $22.2K
|
6.65K
$498K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
315+ 44.24% |
$17.5K - $21.8K
|
1.03K
$77K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
313+ 2.67% |
$17.4K - $21.6K
|
12K
$902K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
302New |
$16.8K - $20.9K
|
302
$22.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
295+ 0.72% |
$16.4K - $20.4K
|
41.4K
$3.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
287+ 0.1% |
$15.9K - $19.8K
|
301K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
284+ 1.86% |
$15.8K - $19.6K
|
15.5K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
279+ 4.48% |
$15.5K - $19.3K
|
6.51K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
278New |
$15.4K - $19.2K
|
278
$20.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
258+ 1.04% |
$14.3K - $17.8K
|
25.1K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
251+ 1.11% |
$13.9K - $17.3K
|
22.8K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
236+ 5.38% |
$13.1K - $16.3K
|
4.62K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
232+ 0.76% |
$12.9K - $16K
|
30.6K
$2.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
232+ 1.94% |
$12.9K - $16K
|
12.2K
$914K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
229+ 31.33% |
$12.7K - $15.8K
|
960
$71.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
225+ 2.74% |
$12.5K - $15.5K
|
8.42K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
225+ 0.24% |
$12.5K - $15.5K
|
93.7K
$7.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
211+ 3.8% |
$11.7K - $14.6K
|
5.77K
$432K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
210+ 4.33% |
$11.7K - $14.5K
|
5.06K
$379K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
209+ 1.72% |
$11.6K - $14.4K
|
12.3K
$925K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
201+ 5.32% |
$11.2K - $13.9K
|
3.98K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200+ 6.39% |
$11.1K - $13.8K
|
3.33K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
200+ 5.74% |
$11.1K - $13.8K
|
3.69K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
200+ 4.45% |
$11.1K - $13.8K
|
4.69K
$352K
|
|