Purchases and Sales Made in Q1 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.47K+ 137.16% |
$389K - $424K
|
12.9K
$795K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.46K+ 156.37% |
$388K - $423K
|
12.2K
$753K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.45KNew |
$388K - $423K
|
7.45K
$459K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.43K+ 116.63% |
$387K - $422K
|
13.8K
$851K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
7.37K+ 1.2% |
$384K - $418K
|
622K
$38.3M
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.29KNew |
$380K - $414K
|
7.29K
$449K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.26KNew |
$378K - $412K
|
7.26K
$447K
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
7.12KNew |
$370K - $404K
|
7.12K
$438K
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
BUY
|
- |
7K+ 20.11% |
$364K - $397K
|
41.8K
$2.58M
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.79KNew |
$354K - $385K
|
6.79K
$418K
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6.41K+ 0.65% |
$334K - $364K
|
996K
$61.3M
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.33KNew |
$329K - $359K
|
6.33K
$390K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.28K+ 83.09% |
$327K - $356K
|
13.8K
$852K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.21K+ 4.47% |
$323K - $352K
|
145K
$8.95M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.16K+ 1.85% |
$321K - $350K
|
339K
$20.9M
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6.14K+ 47.12% |
$320K - $348K
|
19.2K
$1.18M
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.13K+ 65.11% |
$319K - $348K
|
15.5K
$958K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.12K+ 16.74% |
$319K - $347K
|
42.7K
$2.63M
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6.1K+ 6.99% |
$317K - $346K
|
93.4K
$5.75M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.97KNew |
$311K - $339K
|
5.97K
$368K
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.96KNew |
$310K - $338K
|
5.96K
$367K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.93K+ 21.0% |
$309K - $337K
|
34.2K
$2.11M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
5.79K+ 24.87% |
$302K - $329K
|
29.1K
$1.79M
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.73K+ 15.67% |
$299K - $325K
|
42.3K
$2.61M
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.56K+ 295.8% |
$290K - $316K
|
7.45K
$459K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.56K+ 22.56% |
$289K - $315K
|
30.2K
$1.86M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.55K+ 31.24% |
$289K - $315K
|
23.3K
$1.44M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.54KNew |
$288K - $314K
|
5.54K
$341K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.53KNew |
$288K - $314K
|
5.53K
$341K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.5K+ 71.77% |
$286K - $312K
|
13.2K
$811K
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.49KNew |
$286K - $311K
|
5.49K
$338K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.46KNew |
$284K - $310K
|
5.46K
$336K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.46K+ 21824.0% |
$284K - $310K
|
5.48K
$338K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.37KNew |
$279K - $304K
|
5.37K
$330K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.36KNew |
$279K - $304K
|
5.36K
$330K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.32K+ 86.55% |
$277K - $302K
|
11.5K
$706K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.31K+ 3.52% |
$277K - $302K
|
156K
$9.63M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.29K+ 8.67% |
$276K - $300K
|
66.3K
$4.09M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.13K+ 4.92% |
$267K - $291K
|
109K
$6.73M
|
|
Apr 20, 2023
Q1 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
5KNew |
$260K - $284K
|
5K
$308K
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
4.75K+ 15.03% |
$247K - $270K
|
36.4K
$2.24M
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
4.72K+ 11.86% |
$246K - $268K
|
44.5K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.72K+ 7.55% |
$246K - $268K
|
67.1K
$4.13M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.71K+ 38.22% |
$245K - $267K
|
17K
$1.05M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.7KNew |
$245K - $267K
|
4.7K
$290K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.67K+ 22.01% |
$243K - $265K
|
25.9K
$1.6M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.64K+ 33.74% |
$241K - $263K
|
18.4K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.63KNew |
$241K - $262K
|
4.63K
$285K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.59K+ 21.13% |
$239K - $261K
|
26.3K
$1.62M
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
4.59K+ 0.89% |
$239K - $260K
|
521K
$32.1M
|