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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
67.5KNew |
$3.45M - $3.91M
|
67.5K
$4.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
67.3KNew |
$3.44M - $3.9M
|
67.3K
$4.18M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
66.7K+ 6.88% |
$3.4M - $3.86M
|
1.04M
$64.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
65.9K+ 24.39% |
$3.36M - $3.82M
|
336K
$20.8M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
65.6KNew |
$3.35M - $3.8M
|
65.6K
$4.07M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
65.5KNew |
$3.34M - $3.79M
|
65.5K
$4.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
63.8K+ 7.55% |
$3.26M - $3.7M
|
910K
$56.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
62.8K+ 10.41% |
$3.2M - $3.64M
|
666K
$41.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62K+ 5.06% |
$3.17M - $3.59M
|
1.29M
$79.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60.7K+ 11.52% |
$3.1M - $3.52M
|
588K
$36.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
60.4K+ 12.06% |
$3.08M - $3.5M
|
561K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
57.9K+ 9.52% |
$2.96M - $3.36M
|
666K
$41.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
55.5K+ 3.99% |
$2.84M - $3.22M
|
1.45M
$89.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.9K+ 2.16% |
$2.8M - $3.18M
|
2.59M
$161M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
54.5K+ 15.76% |
$2.78M - $3.16M
|
400K
$24.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
54.3K+ 5.35% |
$2.77M - $3.15M
|
1.07M
$66.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
53.9KNew |
$2.75M - $3.13M
|
53.9K
$3.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
52.3K+ 7.78% |
$2.67M - $3.03M
|
724K
$44.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
52.2KNew |
$2.66M - $3.02M
|
52.2K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
52K+ 1729.17% |
$2.65M - $3.01M
|
55K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
50.1KNew |
$2.56M - $2.9M
|
50.1K
$3.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49.7K+ 745.02% |
$2.54M - $2.88M
|
56.4K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
49.1K+ 7.79% |
$2.51M - $2.84M
|
679K
$42.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
47.1K+ 953.34% |
$2.41M - $2.73M
|
52.1K
$3.23M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
47.1KNew |
$2.41M - $2.73M
|
47.1K
$2.92M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
46.7KNew |
$2.39M - $2.71M
|
46.7K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
46.3KNew |
$2.36M - $2.68M
|
46.3K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
45.5K+ 11.22% |
$2.32M - $2.64M
|
451K
$28M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
44.8KNew |
$2.29M - $2.6M
|
44.8K
$2.78M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
44.5KNew |
$2.27M - $2.58M
|
44.5K
$2.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
43.5KNew |
$2.22M - $2.52M
|
43.5K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
43KNew |
$2.19M - $2.49M
|
43K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.7K+ 9.59% |
$2.18M - $2.48M
|
488K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.3KNew |
$2.16M - $2.45M
|
42.3K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
41.9KNew |
$2.14M - $2.43M
|
41.9K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.3K+ 13.7% |
$2.06M - $2.34M
|
335K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
40.1K+ 104.4% |
$2.05M - $2.32M
|
78.5K
$4.87M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
40.1KNew |
$2.05M - $2.32M
|
40.1K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
39.8K+ 502.28% |
$2.03M - $2.31M
|
47.8K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39K+ 4.21% |
$1.99M - $2.26M
|
966K
$59.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
36.9KNew |
$1.88M - $2.14M
|
36.9K
$2.29M
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
35.8KNew |
$1.83M - $2.08M
|
35.8K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
33.5K+ 3.25% |
$1.71M - $1.94M
|
1.06M
$65.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
33.4KNew |
$1.7M - $1.94M
|
33.4K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
32.6KNew |
$1.66M - $1.89M
|
32.6K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
32.3KNew |
$1.65M - $1.87M
|
32.3K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
31.4K+ 5.62% |
$1.6M - $1.82M
|
589K
$36.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
31.1K+ 7.89% |
$1.59M - $1.8M
|
425K
$26.4M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
30.4KNew |
$1.55M - $1.76M
|
30.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
30.2K+ 10.58% |
$1.54M - $1.75M
|
316K
$19.6M
|