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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15.9K+ 47.21% |
$810K - $920K
|
49.5K
$3.07M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
15.6K+ 1.9% |
$797K - $904K
|
837K
$51.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
15K+ 300.0% |
$766K - $869K
|
20K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
14.8KNew |
$754K - $855K
|
14.8K
$916K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.7K+ 103.97% |
$752K - $853K
|
28.9K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 246.02% |
$748K - $850K
|
20.6K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14.4K+ 4.92% |
$736K - $835K
|
307K
$19.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14.4K+ 324.46% |
$733K - $832K
|
18.8K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.1K+ 12.67% |
$720K - $818K
|
126K
$7.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14.1KNew |
$719K - $816K
|
14.1K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.8K+ 7.58% |
$706K - $801K
|
196K
$12.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13.8K+ 6.97% |
$702K - $797K
|
211K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.7K+ 47.81% |
$697K - $791K
|
42.2K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 25.02% |
$687K - $780K
|
67.2K
$4.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13.3KNew |
$682K - $774K
|
13.3K
$828K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
13.3KNew |
$679K - $771K
|
13.3K
$825K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.8KNew |
$654K - $742K
|
12.8K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
12.7KNew |
$647K - $735K
|
12.7K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
12.6K+ 6.69% |
$642K - $729K
|
201K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.4K+ 1.96% |
$633K - $719K
|
645K
$40M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.1K+ 4.46% |
$620K - $704K
|
285K
$17.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12K+ 76.91% |
$615K - $698K
|
27.7K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12K+ 43.33% |
$611K - $693K
|
39.6K
$2.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.9K+ 2.32% |
$608K - $690K
|
524K
$32.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7K+ 6.52% |
$600K - $681K
|
192K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6K+ 90.27% |
$594K - $675K
|
24.5K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
11.6K+ 88.18% |
$591K - $671K
|
24.7K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11.5K+ 59.88% |
$589K - $668K
|
30.8K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
11.4K+ 111.73% |
$583K - $662K
|
21.6K
$1.34M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11.4KNew |
$581K - $660K
|
11.4K
$706K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
11.1K+ 8.53% |
$567K - $644K
|
141K
$8.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
11.1K+ 225.13% |
$565K - $642K
|
16K
$992K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10.9K+ 15.33% |
$558K - $633K
|
82.2K
$5.1M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
10.9KNew |
$558K - $633K
|
10.9K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 6.02% |
$554K - $629K
|
191K
$11.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
10.8KNew |
$551K - $626K
|
10.8K
$670K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.8K+ 5.57% |
$549K - $623K
|
204K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
10.7KNew |
$548K - $622K
|
10.7K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
10.6KNew |
$543K - $616K
|
10.6K
$660K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
10.6K+ 13.64% |
$539K - $612K
|
87.9K
$5.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
10.4K+ 27.99% |
$532K - $604K
|
47.7K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3K+ 208.78% |
$525K - $596K
|
15.2K
$944K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.3K+ 9.28% |
$523K - $594K
|
121K
$7.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
10.2K+ 36.66% |
$523K - $594K
|
38.2K
$2.37M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.1K+ 42.34% |
$515K - $584K
|
33.9K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9.94K+ 275.22% |
$508K - $576K
|
13.6K
$841K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.78K+ 48.08% |
$499K - $567K
|
30.1K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
9.72KNew |
$496K - $563K
|
9.72K
$603K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.65K+ 104.52% |
$493K - $559K
|
18.9K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.51K+ 20.71% |
$485K - $551K
|
55.4K
$3.44M
|