Purchases and Sales Made in Q4 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2024. 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 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
92+ 1.45% |
$5.42K - $5.96K
|
6.44K
$399K
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
91+ 1.28% |
$5.36K - $5.9K
|
7.19K
$446K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
91+ 0.5% |
$5.36K - $5.9K
|
18.2K
$1.13M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
89+ 0.39% |
$5.24K - $5.77K
|
22.9K
$1.42M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
88New |
$5.18K - $5.7K
|
88
$5.46K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
86New |
$5.06K - $5.57K
|
86
$5.34K
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
85New |
$5K - $5.51K
|
85
$5.27K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
84New |
$4.95K - $5.44K
|
84
$5.21K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
74+ 0.32% |
$4.36K - $4.8K
|
23.3K
$1.44M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
74New |
$4.36K - $4.8K
|
74
$4.59K
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
73+ 1.48% |
$4.3K - $4.73K
|
5.02K
$311K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
73New |
$4.3K - $4.73K
|
73
$4.53K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
73+ 1.69% |
$4.3K - $4.73K
|
4.4K
$273K
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
71+ 1.41% |
$4.18K - $4.6K
|
5.11K
$317K
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
69+ 0.05% |
$4.06K - $4.47K
|
142K
$8.84M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
69+ 2.26% |
$4.06K - $4.47K
|
3.13K
$194K
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
69+ 0.66% |
$4.06K - $4.47K
|
10.5K
$652K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
67+ 1.81% |
$3.94K - $4.34K
|
3.76K
$233K
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
66+ 1.69% |
$3.89K - $4.28K
|
3.98K
$247K
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
65+ 0.22% |
$3.83K - $4.21K
|
30.1K
$1.87M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
65+ 1.7% |
$3.83K - $4.21K
|
3.88K
$241K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
64+ 5.67% |
$3.77K - $4.15K
|
1.19K
$74K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
63New |
$3.71K - $4.08K
|
63
$3.91K
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
63+ 0.13% |
$3.71K - $4.08K
|
49.9K
$3.1M
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
57+ 1.49% |
$3.36K - $3.69K
|
3.87K
$240K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
57+ 0.81% |
$3.36K - $3.69K
|
7.09K
$440K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56New |
$3.3K - $3.63K
|
56
$3.47K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
55+ 1.57% |
$3.24K - $3.56K
|
3.56K
$221K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.78% |
$3.06K - $3.37K
|
6.73K
$417K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
52New |
$3.06K - $3.37K
|
52
$3.23K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
52+ 1.39% |
$3.06K - $3.37K
|
3.8K
$236K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
52+ 1.01% |
$3.06K - $3.37K
|
5.2K
$322K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49+ 1.45% |
$2.89K - $3.18K
|
3.44K
$213K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
49+ 1.11% |
$2.89K - $3.18K
|
4.46K
$277K
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
49+ 1.25% |
$2.89K - $3.18K
|
3.95K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
48New |
$2.83K - $3.11K
|
48
$2.98K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
47+ 0.1% |
$2.77K - $3.05K
|
45.6K
$2.83M
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
45+ 1.68% |
$2.65K - $2.92K
|
2.73K
$169K
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
45+ 27.61% |
$2.65K - $2.92K
|
208
$12.9K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.41K - $2.66K
|
41
$2.54K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
40+ 0.22% |
$2.36K - $2.59K
|
18.6K
$1.16M
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
40+ 0.14% |
$2.36K - $2.59K
|
29.2K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
38+ 0.55% |
$2.24K - $2.46K
|
6.98K
$433K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37+ 0.43% |
$2.18K - $2.4K
|
8.72K
$541K
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
37+ 0.09% |
$2.18K - $2.4K
|
40.4K
$2.5M
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
37+ 5.35% |
$2.18K - $2.4K
|
729
$45.2K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36+ 1.7% |
$2.12K - $2.33K
|
2.16K
$134K
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
35New |
$2.06K - $2.27K
|
35
$2.17K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
34+ 0.67% |
$2K - $2.2K
|
5.08K
$315K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33+ 0.59% |
$1.94K - $2.14K
|
5.61K
$348K
|