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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.26KNew |
$218K - $247K
|
4.26K
$264K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.16K+ 6.22% |
$213K - $241K
|
71.1K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.11KNew |
$210K - $238K
|
4.11K
$255K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.05KNew |
$207K - $235K
|
4.05K
$251K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.02KNew |
$205K - $233K
|
4.02K
$250K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4KNew |
$204K - $232K
|
4K
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.99KNew |
$204K - $231K
|
3.99K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.97KNew |
$203K - $230K
|
3.97K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3.92K+ 0.75% |
$200K - $227K
|
524K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.92K+ 0.3% |
$200K - $227K
|
1.3M
$80.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.88K+ 10.58% |
$198K - $225K
|
40.5K
$2.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.87KNew |
$198K - $224K
|
3.87K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.86K+ 25.09% |
$197K - $224K
|
19.2K
$1.19M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.84KNew |
$196K - $223K
|
3.84K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.82KNew |
$195K - $221K
|
3.82K
$237K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.81K+ 5.35% |
$194K - $221K
|
75K
$4.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.8K+ 13.51% |
$194K - $220K
|
32K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.8KNew |
$194K - $220K
|
3.8K
$236K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.77K+ 2.67% |
$192K - $218K
|
145K
$9.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.75KNew |
$192K - $218K
|
3.75K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.72K+ 79.88% |
$190K - $216K
|
8.38K
$520K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.72K+ 25.42% |
$190K - $215K
|
18.3K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.69KNew |
$189K - $214K
|
3.69K
$229K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
3.68KNew |
$188K - $213K
|
3.68K
$228K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.67KNew |
$187K - $212K
|
3.67K
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.65KNew |
$186K - $212K
|
3.65K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.65K+ 28.96% |
$186K - $211K
|
16.2K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
3.64KNew |
$186K - $211K
|
3.64K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.64KNew |
$186K - $211K
|
3.64K
$226K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
3.61KNew |
$185K - $209K
|
3.61K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.61KNew |
$184K - $209K
|
3.61K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
3.58KNew |
$183K - $208K
|
3.58K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.57KNew |
$182K - $207K
|
3.57K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.54KNew |
$181K - $205K
|
3.54K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.54K+ 12.57% |
$180K - $205K
|
31.7K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.53KNew |
$180K - $204K
|
3.53K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.52KNew |
$180K - $204K
|
3.52K
$218K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
3.51KNew |
$179K - $204K
|
3.51K
$218K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.51KNew |
$179K - $203K
|
3.51K
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.5KNew |
$179K - $203K
|
3.5K
$217K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.48KNew |
$178K - $202K
|
3.48K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.46KNew |
$177K - $200K
|
3.46K
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.46KNew |
$177K - $200K
|
3.46K
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.38K+ 17.81% |
$173K - $196K
|
22.4K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.36K+ 23.61% |
$172K - $195K
|
17.6K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.34K+ 5.6% |
$170K - $193K
|
62.9K
$3.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.33K+ 3.75% |
$170K - $193K
|
92.3K
$5.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.31K+ 86.79% |
$169K - $192K
|
7.11K
$441K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.26K+ 927.35% |
$166K - $189K
|
3.61K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.22K+ 32.47% |
$165K - $187K
|
13.1K
$816K
|