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
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.69K+ 5.3% |
$86.4K - $98.1K
|
33.6K
$2.09M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 1.76% |
$85.9K - $97.5K
|
97.2K
$6.03M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.65KNew |
$84.2K - $95.6K
|
1.65K
$102K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.59K+ 8.79% |
$81.1K - $92.1K
|
19.7K
$1.22M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.58KNew |
$80.6K - $91.5K
|
1.58K
$98K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.56K+ 11.74% |
$79.6K - $90.3K
|
14.8K
$920K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.55K+ 18.54% |
$79K - $89.7K
|
9.89K
$614K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1.54K+ 9.33% |
$78.4K - $89K
|
18K
$1.12M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.52K+ 36.66% |
$77.8K - $88.3K
|
5.68K
$352K
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.52K+ 7590.0% |
$77.5K - $88K
|
1.54K
$95.4K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.5K+ 5.23% |
$76.6K - $86.9K
|
30.2K
$1.87M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.5K+ 9.21% |
$76.4K - $86.7K
|
17.7K
$1.1M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.5K+ 9.21% |
$76.4K - $86.7K
|
17.7K
$1.1M
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.49K+ 1.36% |
$76.2K - $86.5K
|
111K
$6.89M
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
1.49K+ 5.93% |
$76.1K - $86.4K
|
26.7K
$1.65M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.48K+ 74.21% |
$75.7K - $85.9K
|
3.48K
$216K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.41KNew |
$71.8K - $81.5K
|
1.41K
$87.2K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.39K+ 10.49% |
$70.9K - $80.4K
|
14.6K
$907K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 6.29% |
$70.8K - $80.3K
|
23.4K
$1.45M
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
1.38K+ 71.58% |
$70.4K - $79.9K
|
3.3K
$205K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.38K+ 67.11% |
$70.3K - $79.8K
|
3.43K
$213K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.38K+ 3.37% |
$70.3K - $79.8K
|
42.2K
$2.62M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 3.21% |
$70.2K - $79.6K
|
44.2K
$2.74M
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.32K+ 4.42% |
$67.1K - $76.2K
|
31.1K
$1.93M
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.29K+ 1.31% |
$65.7K - $74.6K
|
99.8K
$6.19M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.28KNew |
$65.2K - $74K
|
1.28K
$79.2K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.26K+ 9.12% |
$64.3K - $73K
|
15.1K
$936K
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.26K+ 3.77% |
$64.3K - $73K
|
34.6K
$2.15M
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.22K+ 6.77% |
$62.5K - $70.9K
|
19.3K
$1.2M
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.21K+ 6.84% |
$61.9K - $70.3K
|
18.9K
$1.17M
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 1.81% |
$61.3K - $69.6K
|
67.6K
$4.2M
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
1.2KNew |
$61.2K - $69.4K
|
1.2K
$74.3K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.2K+ 8.0% |
$61.1K - $69.3K
|
16.2K
$1M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.18K+ 8.57% |
$60.4K - $68.5K
|
15K
$930K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.17K+ 17.49% |
$59.9K - $68K
|
7.88K
$489K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.17K+ 0.1% |
$59.8K - $67.9K
|
1.13M
$70.1M
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.17K+ 5.01% |
$59.8K - $67.9K
|
24.5K
$1.52M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.16K+ 377.6% |
$59.4K - $67.4K
|
1.47K
$91.3K
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.16K+ 3.25% |
$59.1K - $67.1K
|
36.7K
$2.28M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.16K+ 5.63% |
$59.1K - $67.1K
|
21.7K
$1.35M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.13K+ 2.4% |
$57.7K - $65.5K
|
48.3K
$3M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 1.36% |
$56K - $63.5K
|
81.5K
$5.05M
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.06K+ 18.91% |
$54.3K - $61.6K
|
6.68K
$415K
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.06K+ 18.41% |
$54.2K - $61.6K
|
6.83K
$424K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.06K+ 10.43% |
$53.9K - $61.2K
|
11.2K
$693K
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.05K+ 3.33% |
$53.7K - $60.9K
|
32.6K
$2.02M
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.05K+ 14.78% |
$53.5K - $60.7K
|
8.13K
$504K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 3.43% |
$52.6K - $59.7K
|
31.1K
$1.93M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$51.6K - $58.5K
|
1.01K
$62.7K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.01K+ 13.38% |
$51.4K - $58.4K
|
8.53K
$529K
|