Latest Institutional Purchases of Vanguard Star Fd Vanguard Tota (VXUS)
This list provides information on the latest institutional transactions involving Vanguard Star Fd Vanguard Tota (VXUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
64.2KNew |
$3.34M - $3.64M
|
64.2K
$4.03M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
35.8KNew |
$1.87M - $2.03M
|
35.8K
$2.25M
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.8KNew |
$1.34M - $1.46M
|
25.8K
$1.62M
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.7KNew |
$716K - $780K
|
13.7K
$864K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 18136.62% |
$671K - $731K
|
12.9K
$814K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$661K - $720K
|
12.7K
$798K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
8.2KNew |
$427K - $465K
|
8.2K
$515K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.54KNew |
$288K - $314K
|
5.54K
$348K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.36KNew |
$279K - $304K
|
5.36K
$337K
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.15KNew |
$216K - $235K
|
4.15K
$260K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.1KNew |
$213K - $233K
|
4.1K
$258K
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.79KNew |
$197K - $215K
|
3.79K
$238K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.21K+ 40.96% |
$115K - $125K
|
7.59K
$477K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.9KNew |
$98.9K - $108K
|
1.9K
$119K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$59.9K - $65.3K
|
1.15K
$72.3K
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
900+ 18.58% |
$46.9K - $51.1K
|
5.75K
$361K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500New |
$26K - $28.4K
|
500
$31.4K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
470+ 11.99% |
$24.5K - $26.7K
|
4.39K
$276K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
135New |
$7.03K - $7.66K
|
135
$8.48K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$5.21K - $5.67K
|
100
$6.28K
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
93New |
$4.84K - $5.28K
|
93
$5.84K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
28New |
$1.46K - $1.59K
|
28
$1.76K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.57K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
217KNew |
$9.88M - $11.7M
|
217K
$13.7M
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
127KNew |
$5.77M - $6.83M
|
127K
$7.97M
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
104K+ 18.7% |
$4.75M - $5.62M
|
663K
$41.7M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1KNew |
$1.68M - $2M
|
37.1K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
25.7K+ 215.22% |
$1.17M - $1.38M
|
37.6K
$2.36M
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.32KNew |
$287K - $340K
|
6.32K
$397K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$258K - $305K
|
5.68K
$357K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
5.44K+ 3.82% |
$247K - $293K
|
148K
$9.3M
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.32KNew |
$242K - $286K
|
5.32K
$334K
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.06KNew |
$230K - $272K
|
5.06K
$318K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.05KNew |
$230K - $272K
|
5.05K
$317K
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
5KNew |
$227K - $269K
|
5K
$314K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$201K - $238K
|
4.42K
$278K
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.33KNew |
$197K - $233K
|
4.33K
$272K
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.32KNew |
$196K - $232K
|
4.32K
$271K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$185K - $219K
|
4.08K
$256K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.83KNew |
$174K - $206K
|
3.83K
$240K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$170K - $201K
|
3.74K
$235K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.73KNew |
$78.4K - $92.9K
|
1.73K
$108K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
913+ 15.85% |
$41.5K - $49.1K
|
6.67K
$419K
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
837+ 177.71% |
$38K - $45.1K
|
1.31K
$82.2K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
744New |
$33.8K - $40K
|
744
$46.7K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
551New |
$25K - $29.7K
|
551
$34.6K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
416+ 100.0% |
$18.9K - $22.4K
|
832
$52.3K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
395New |
$18K - $21.3K
|
395
$24.8K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
338New |
$15.4K - $18.2K
|
338
$21.2K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
330New |
$15K - $17.8K
|
330
$20.7K
|