Purchases and Sales Made in Q4 2022 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
593+ 0.39% |
$27K - $31.9K
|
151K
$9.37M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
551New |
$25K - $29.7K
|
551
$34.2K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
544+ 5.94% |
$24.7K - $29.3K
|
9.7K
$602K
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
542+ 6.58% |
$24.6K - $29.2K
|
8.77K
$544K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
533+ 3.09% |
$24.2K - $28.7K
|
17.8K
$1.1M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
525+ 4.09% |
$23.9K - $28.3K
|
13.3K
$828K
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
512+ 0.88% |
$23.3K - $27.6K
|
58.5K
$3.63M
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
510+ 4.47% |
$23.2K - $27.5K
|
11.9K
$739K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
510+ 44.35% |
$23.2K - $27.5K
|
1.66K
$103K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
494+ 0.63% |
$22.5K - $26.6K
|
79.5K
$4.93M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
482+ 9.65% |
$21.9K - $25.9K
|
5.48K
$340K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
465+ 6.71% |
$21.1K - $25K
|
7.39K
$459K
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
453+ 2.08% |
$20.6K - $24.4K
|
22.2K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
436+ 1.55% |
$19.8K - $23.5K
|
28.5K
$1.77M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
416+ 100.0% |
$18.9K - $22.4K
|
832
$51.6K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
414+ 9.22% |
$18.8K - $22.3K
|
4.9K
$304K
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
403+ 8.87% |
$18.3K - $21.7K
|
4.95K
$307K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 2.4% |
$18.2K - $21.5K
|
17.1K
$1.06M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
395New |
$18K - $21.3K
|
395
$24.5K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
395New |
$18K - $21.3K
|
395
$24.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
389New |
$17.7K - $20.9K
|
389
$24.1K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
389+ 116.12% |
$17.7K - $20.9K
|
724
$44.9K
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
369+ 4.37% |
$16.8K - $19.9K
|
8.82K
$547K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
367New |
$16.7K - $19.8K
|
367
$22.8K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
360+ 6.63% |
$16.4K - $19.4K
|
5.79K
$359K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
355+ 4437.5% |
$16.1K - $19.1K
|
363
$22.5K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
346+ 3.22% |
$15.7K - $18.6K
|
11.1K
$687K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
338New |
$15.4K - $18.2K
|
338
$21K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
335+ 9.24% |
$15.2K - $18K
|
3.96K
$246K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
331+ 1.52% |
$15K - $17.8K
|
22.2K
$1.37M
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
330New |
$15K - $17.8K
|
330
$20.5K
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
292+ 1.73% |
$13.3K - $15.7K
|
17.2K
$1.06M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
288+ 1.19% |
$13.1K - $15.5K
|
24.5K
$1.52M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
278+ 15.89% |
$12.6K - $15K
|
2.03K
$126K
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
277+ 5.58% |
$12.6K - $14.9K
|
5.24K
$325K
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
275New |
$12.5K - $14.8K
|
275
$17.1K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
269+ 1.35% |
$12.2K - $14.5K
|
20.3K
$1.26M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
268+ 30.73% |
$12.2K - $14.4K
|
1.14K
$70.7K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
268+ 190.07% |
$12.2K - $14.4K
|
409
$25.4K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
265+ 1.15% |
$12K - $14.3K
|
23.3K
$1.45M
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
264+ 1.05% |
$12K - $14.2K
|
25.3K
$1.57M
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
259+ 0.38% |
$11.8K - $13.9K
|
67.7K
$4.2M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
258New |
$11.7K - $13.9K
|
258
$16K
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
252+ 0.41% |
$11.5K - $13.6K
|
61.9K
$3.84M
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
250+ 106.38% |
$11.4K - $13.5K
|
485
$30.1K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
233+ 32.5% |
$10.6K - $12.5K
|
950
$58.9K
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
207New |
$9.41K - $11.1K
|
207
$12.8K
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
206+ 2.52% |
$9.36K - $11.1K
|
8.37K
$519K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
204+ 4.47% |
$9.27K - $11K
|
4.77K
$296K
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
200+ 0.79% |
$9.09K - $10.8K
|
25.4K
$1.58M
|