Latest Institutional Transactions on Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information on the latest institutional transactions involving Vanguard Star Fd Vanguard Tota (VXUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
47.2KNew |
$2.15M - $2.54M
|
47.2K
$2.89M
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.33KNew |
$197K - $233K
|
4.33K
$264K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
913+ 15.85% |
$41.5K - $49.1K
|
6.67K
$408K
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
217KNew |
$9.88M - $11.7M
|
217K
$13.3M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-13.7K- 28.93% |
$623K - $738K
|
33.7K
$2.06M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$201K - $238K
|
4.42K
$270K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-8.56K- 3.9% |
$389K - $461K
|
211K
$12.9M
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
4.31KNew |
$196K - $232K
|
4.31K
$263K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 6.25% |
$45.5 - $53.8
|
17
$1.04K
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
207New |
$9.41K - $11.1K
|
207
$12.6K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
338New |
$15.4K - $18.2K
|
338
$20.6K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$170K - $201K
|
3.74K
$228K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
190New |
$8.64K - $10.2K
|
190
$11.6K
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-3.63K- 86.93% |
$165K - $195K
|
545
$33.3K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.32KNew |
$287K - $340K
|
6.32K
$386K
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.32KNew |
$242K - $286K
|
5.32K
$325K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.05KNew |
$230K - $272K
|
5.05K
$309K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.12K- 21.28% |
$50.7K - $60K
|
4.13K
$252K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
85+ 0.97% |
$3.86K - $4.58K
|
8.8K
$538K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-98- 1.61% |
$4.45K - $5.28K
|
6K
$366K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-153- 18.26% |
$6.95K - $8.24K
|
685
$41.8K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
5.44K+ 3.82% |
$247K - $293K
|
148K
$9.04M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
268+ 30.73% |
$12.2K - $14.4K
|
1.14K
$69.6K
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
SELL
|
- |
-158- 1.5% |
$7.18K - $8.51K
|
10.3K
$632K
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.32KNew |
$196K - $232K
|
4.32K
$264K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 44.05% |
$4.55K - $5.38K
|
127
$7.76K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
744New |
$33.8K - $40K
|
744
$45.4K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-315- 38.65% |
$14.3K - $17K
|
500
$30.5K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$78.4K - $92.9K
|
1.73K
$105K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
99New |
$4.5K - $5.33K
|
99
$6.05K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
104K+ 18.7% |
$4.75M - $5.62M
|
663K
$40.5M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-307- 8.19% |
$14K - $16.5K
|
3.44K
$210K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
330New |
$15K - $17.8K
|
330
$20.2K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
258New |
$11.7K - $13.9K
|
258
$15.8K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.83KNew |
$174K - $206K
|
3.83K
$234K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
551New |
$25K - $29.7K
|
551
$33.7K
|
|
Q3 2022 | |||||||
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9.71KNew |
$444K - $529K
|
9.71K
$593K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-42Closed |
$1.92K - $2.29K
|
0
$0
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1KClosed |
$45.8K - $54.5K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
162+ 1.73% |
$7.41K - $8.83K
|
9.53K
$582K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.92K+ 18.26% |
$87.7K - $104K
|
12.4K
$758K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.73K+ 421.22% |
$171K - $204K
|
4.62K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.04K- 91.28% |
$185K - $220K
|
386
$23.6K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.12K+ 100.26% |
$280K - $334K
|
12.2K
$747K
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-6.29K- 23.48% |
$288K - $343K
|
20.5K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-33K- 50.51% |
$1.51M - $1.8M
|
32.4K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
19.5KNew |
$892K - $1.06M
|
19.5K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
31.6KNew |
$1.45M - $1.72M
|
31.6K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.23K- 3.71% |
$56K - $66.8K
|
31.8K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
274+ 0.27% |
$12.5K - $14.9K
|
104K
$6.33M
|