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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
450New |
$24.4K - $26K
|
450
$33.7K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
246+ 5.8% |
$13.4K - $14.2K
|
4.49K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
193New |
$10.5K - $11.1K
|
193
$14.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
189+ 2100.0% |
$10.3K - $10.9K
|
198
$14.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
94New |
$5.1K - $5.43K
|
94
$7.04K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
59+ 0.68% |
$3.2K - $3.41K
|
8.73K
$654K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
45New |
$2.44K - $2.6K
|
45
$3.37K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
36+ 11.54% |
$1.95K - $2.08K
|
348
$26.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
33New |
$1.79K - $1.91K
|
33
$2.47K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4+ 0.84% |
$217 - $231
|
483
$36.2K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
138KNew |
$7.19M - $7.83M
|
138K
$10.3M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
64.2KNew |
$3.34M - $3.64M
|
64.2K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
35.8KNew |
$1.87M - $2.03M
|
35.8K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
25.8KNew |
$1.34M - $1.46M
|
25.8K
$1.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.7KNew |
$716K - $780K
|
13.7K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$661K - $720K
|
12.7K
$951K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
8.2KNew |
$427K - $465K
|
8.2K
$615K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.54KNew |
$288K - $314K
|
5.54K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.15KNew |
$216K - $235K
|
4.15K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.1KNew |
$213K - $233K
|
4.1K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.79KNew |
$197K - $215K
|
3.79K
$284K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.21K+ 40.96% |
$115K - $125K
|
7.59K
$569K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.9KNew |
$98.9K - $108K
|
1.9K
$142K
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
900+ 18.58% |
$46.9K - $51.1K
|
5.75K
$430K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
135New |
$7.03K - $7.66K
|
135
$10.1K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$5.21K - $5.67K
|
100
$7.49K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
93New |
$4.84K - $5.28K
|
93
$6.97K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
28New |
$1.46K - $1.59K
|
28
$2.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
25New |
$1.3K - $1.42K
|
25
$1.87K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
217KNew |
$9.88M - $11.7M
|
217K
$16.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
127KNew |
$5.77M - $6.83M
|
127K
$9.51M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
104K+ 18.7% |
$4.75M - $5.62M
|
663K
$49.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.1KNew |
$1.68M - $2M
|
37.1K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
25.7K+ 215.22% |
$1.17M - $1.38M
|
37.6K
$2.82M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.32KNew |
$287K - $340K
|
6.32K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$258K - $305K
|
5.68K
$425K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
5.44K+ 3.82% |
$247K - $293K
|
148K
$11.1M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.32KNew |
$242K - $286K
|
5.32K
$399K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.06KNew |
$230K - $272K
|
5.06K
$379K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.05KNew |
$230K - $272K
|
5.05K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
5KNew |
$227K - $269K
|
5K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$201K - $238K
|
4.42K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.33KNew |
$197K - $233K
|
4.33K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
4.32KNew |
$196K - $232K
|
4.32K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.08KNew |
$185K - $219K
|
4.08K
$305K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.83KNew |
$174K - $206K
|
3.83K
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.74KNew |
$170K - $201K
|
3.74K
$280K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
913+ 15.85% |
$41.5K - $49.1K
|
6.67K
$500K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
837+ 177.71% |
$38K - $45.1K
|
1.31K
$98K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
744New |
$33.8K - $40K
|
744
$55.7K
|
|