Purchases and Sales Made in Q4 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.67K- 1.56% |
$443K - $503K
|
548K
$34M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-8.77K- 6.33% |
$448K - $508K
|
130K
$8.05M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.77K- 9.47% |
$448K - $508K
|
83.8K
$5.2M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-9.29K- 10.59% |
$474K - $538K
|
78.4K
$4.87M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.45K- 1.58% |
$483K - $548K
|
588K
$36.5M
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.77K- 1.5% |
$499K - $566K
|
640K
$39.7M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.92K- 12.31% |
$506K - $575K
|
70.7K
$4.38M
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-10.9K- 66.69% |
$554K - $629K
|
5.42K
$336K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.9K- 67.1% |
$554K - $629K
|
5.32K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-11.7K- 33.03% |
$596K - $677K
|
23.7K
$1.47M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-12.1K- 20.27% |
$618K - $702K
|
47.6K
$2.95M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-12.5K- 14.27% |
$637K - $723K
|
74.9K
$4.65M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.1K- 0.42% |
$669K - $759K
|
3.11M
$193M
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-13.3K- 3.17% |
$681K - $773K
|
407K
$25.2M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-13.5K- 4.62% |
$692K - $785K
|
280K
$17.4M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-14K- 99.89% |
$714K - $810K
|
16
$993
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14.3K- 1.1% |
$730K - $828K
|
1.29M
$80.1M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-14.9K- 3.04% |
$760K - $862K
|
474K
$29.4M
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15.1K- 5.45% |
$769K - $873K
|
261K
$16.2M
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-16.3K- 18.29% |
$831K - $944K
|
72.8K
$4.51M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-16.8K- 3.52% |
$857K - $973K
|
461K
$28.6M
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-18.3K- 26.93% |
$937K - $1.06M
|
49.8K
$3.09M
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-18.8K- 71.16% |
$962K - $1.09M
|
7.64K
$474K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-19K- 30.03% |
$971K - $1.1M
|
44.3K
$2.75M
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-19.5K- 10.9% |
$994K - $1.13M
|
159K
$9.87M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-19.5K- 9.62% |
$996K - $1.13M
|
183K
$11.4M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.9K- 2.4% |
$1.01M - $1.15M
|
808K
$50.1M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19.9K- 12.18% |
$1.02M - $1.15M
|
143K
$8.9M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-20.8K- 7.78% |
$1.06M - $1.2M
|
246K
$15.3M
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-20.9K- 6.23% |
$1.07M - $1.21M
|
315K
$19.5M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21K- 70.18% |
$1.07M - $1.22M
|
8.94K
$555K
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-24.8K- 45.44% |
$1.26M - $1.44M
|
29.7K
$1.85M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-25.8K- 8.08% |
$1.32M - $1.49M
|
293K
$18.2M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.8K- 78.65% |
$1.32M - $1.49M
|
7K
$434K
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-28K- 39.95% |
$1.43M - $1.62M
|
42K
$2.61M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-29.2K- 74.88% |
$1.49M - $1.69M
|
9.8K
$608K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-29.2K- 68.33% |
$1.49M - $1.69M
|
13.5K
$840K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-30K- 20.37% |
$1.53M - $1.74M
|
117K
$7.27M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-34.9K- 77.62% |
$1.78M - $2.02M
|
10.1K
$625K
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-35.5K- 30.59% |
$1.81M - $2.06M
|
80.5K
$5M
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-37.1K- 63.98% |
$1.89M - $2.15M
|
20.9K
$1.3M
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-37.5K- 26.21% |
$1.92M - $2.17M
|
106K
$6.55M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-39.2K- 14.23% |
$2M - $2.27M
|
236K
$14.7M
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-40.9K- 1.63% |
$2.09M - $2.37M
|
2.47M
$153M
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-41.9K- 15.02% |
$2.14M - $2.43M
|
237K
$14.7M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50.3K- 8.36% |
$2.57M - $2.92M
|
552K
$34.2M
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-51.3K- 7.59% |
$2.62M - $2.97M
|
624K
$38.7M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-59.4K- 39.54% |
$3.03M - $3.44M
|
90.9K
$5.64M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-59.7K- 27.2% |
$3.05M - $3.46M
|
160K
$9.91M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.5K- 35.53% |
$3.14M - $3.57M
|
112K
$6.93M
|