Purchases and Sales Made in Q3 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 1.97% |
$273K - $308K
|
244K
$15.1M
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.69K+ 11.68% |
$272K - $307K
|
44.8K
$2.78M
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.65KNew |
$270K - $304K
|
4.65K
$289K
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 62.14% |
$262K - $295K
|
11.8K
$730K
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.5K+ 10.57% |
$261K - $294K
|
47.1K
$2.92M
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.48KNew |
$260K - $293K
|
4.48K
$278K
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
4.41K+ 4.44% |
$256K - $288K
|
104K
$6.44M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.33K+ 10.08% |
$251K - $283K
|
47.3K
$2.93M
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.24KNew |
$246K - $277K
|
4.24K
$263K
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.23K+ 3.74% |
$246K - $277K
|
117K
$7.28M
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.12KNew |
$239K - $269K
|
4.12K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.09K+ 0.88% |
$237K - $267K
|
467K
$29M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.07KNew |
$236K - $266K
|
4.07K
$253K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.06KNew |
$235K - $265K
|
4.06K
$252K
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.04K+ 1.45% |
$234K - $264K
|
282K
$17.5M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.03K+ 12.12% |
$234K - $263K
|
37.3K
$2.31M
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.02KNew |
$233K - $263K
|
4.02K
$249K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4KNew |
$232K - $262K
|
4K
$248K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
3.98KNew |
$231K - $260K
|
3.98K
$247K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3.98K+ 7.65% |
$231K - $260K
|
56K
$3.47M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.97KNew |
$231K - $260K
|
3.97K
$247K
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3.94K+ 78.32% |
$229K - $258K
|
8.98K
$557K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.87K+ 15.93% |
$225K - $253K
|
28.2K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.86K+ 15.08% |
$224K - $252K
|
29.4K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.85KNew |
$223K - $252K
|
3.85K
$239K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.83K+ 561.29% |
$222K - $250K
|
4.51K
$280K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.81KNew |
$221K - $249K
|
3.81K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.77K+ 10.25% |
$219K - $247K
|
40.6K
$2.52M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75K+ 61.86% |
$218K - $245K
|
9.81K
$609K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.75K+ 25.72% |
$217K - $245K
|
18.3K
$1.14M
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.74K+ 2.88% |
$217K - $244K
|
133K
$8.28M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.73K+ 4.92% |
$216K - $244K
|
79.5K
$4.93M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.71K+ 44.37% |
$215K - $243K
|
12.1K
$750K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.71K+ 12.18% |
$215K - $243K
|
34.2K
$2.12M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.62K+ 37.81% |
$210K - $237K
|
13.2K
$819K
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.58KNew |
$208K - $234K
|
3.58K
$222K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.54K+ 0.48% |
$205K - $231K
|
740K
$45.9M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.53KNew |
$205K - $231K
|
3.53K
$219K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.51KNew |
$204K - $230K
|
3.51K
$218K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.49K+ 75.81% |
$203K - $228K
|
8.1K
$503K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.48K+ 4.17% |
$202K - $227K
|
86.8K
$5.39M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.44KNew |
$200K - $225K
|
3.44K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.36K+ 1.42% |
$195K - $220K
|
240K
$14.9M
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
3.35K+ 1.18% |
$194K - $219K
|
286K
$17.8M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.34KNew |
$194K - $218K
|
3.34K
$207K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.31KNew |
$192K - $217K
|
3.31K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.3KNew |
$191K - $216K
|
3.3K
$205K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.3K+ 1.32% |
$191K - $216K
|
252K
$15.7M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.28K+ 14.56% |
$190K - $214K
|
25.8K
$1.6M
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.27KNew |
$190K - $214K
|
3.27K
$203K
|