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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.07K+ 5.56% |
$160K - $174K
|
58.3K
$3.59M
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
3.03K+ 11.97% |
$158K - $172K
|
28.4K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.98K+ 0.83% |
$155K - $169K
|
361K
$22.2M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.94K+ 12.45% |
$153K - $167K
|
26.5K
$1.63M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.91K+ 4.87% |
$152K - $165K
|
62.6K
$3.86M
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.88K+ 3.77% |
$150K - $164K
|
79.3K
$4.89M
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.85K+ 3.2% |
$148K - $162K
|
91.8K
$5.66M
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.82K+ 2.72% |
$147K - $160K
|
106K
$6.56M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.77K+ 6.39% |
$144K - $157K
|
46.1K
$2.84M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.77K+ 6.39% |
$144K - $157K
|
46.1K
$2.84M
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.76K+ 13.78% |
$144K - $157K
|
22.8K
$1.4M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.76K+ 14.5% |
$144K - $156K
|
21.8K
$1.34M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.75K+ 24.7% |
$143K - $156K
|
13.9K
$856K
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.75K+ 109.08% |
$143K - $156K
|
5.27K
$325K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.75KNew |
$143K - $156K
|
2.75K
$169K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.73K+ 0.51% |
$142K - $155K
|
535K
$32.9M
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
2.68K+ 4.32% |
$139K - $152K
|
64.6K
$3.98M
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.63KNew |
$137K - $149K
|
2.63K
$162K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.54K+ 11.47% |
$132K - $144K
|
24.7K
$1.52M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.51K+ 6.62% |
$130K - $142K
|
40.4K
$2.49M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
2.43K+ 23.22% |
$126K - $138K
|
12.9K
$794K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.39K+ 24.96% |
$124K - $135K
|
11.9K
$736K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.37K+ 21.25% |
$123K - $135K
|
13.5K
$833K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27K+ 9.4% |
$118K - $129K
|
26.4K
$1.63M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.26K+ 0.64% |
$118K - $128K
|
356K
$21.9M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.25K+ 0.62% |
$117K - $128K
|
368K
$22.6M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.25K+ 10.41% |
$117K - $128K
|
23.9K
$1.47M
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.25K+ 11.31% |
$117K - $128K
|
22.2K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.25K+ 2.15% |
$117K - $128K
|
107K
$6.57M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.22K+ 56.06% |
$116K - $126K
|
6.18K
$381K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.21K+ 40.96% |
$115K - $125K
|
7.59K
$467K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.2KNew |
$115K - $125K
|
2.2K
$136K
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.17K+ 12.55% |
$113K - $123K
|
19.5K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.14K+ 0.92% |
$111K - $121K
|
233K
$14.4M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.07K+ 26.67% |
$108K - $117K
|
9.82K
$605K
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.06K+ 4.01% |
$107K - $117K
|
53.5K
$3.3M
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.04K+ 7.08% |
$106K - $116K
|
30.9K
$1.9M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.03K+ 5.47% |
$106K - $115K
|
39.2K
$2.41M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.01K+ 0.63% |
$105K - $114K
|
323K
$19.9M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2K+ 26.7% |
$104K - $113K
|
9.49K
$585K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.97K+ 3.72% |
$103K - $112K
|
55K
$3.39M
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
1.9K+ 0.48% |
$99.1K - $108K
|
398K
$24.5M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.9KNew |
$98.9K - $108K
|
1.9K
$117K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.9K+ 1.89% |
$98.9K - $108K
|
102K
$6.31M
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
1.87K+ 1.47% |
$97.5K - $106K
|
129K
$7.95M
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.84K+ 18.18% |
$96K - $105K
|
12K
$738K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.75K+ 19.49% |
$91K - $99.2K
|
10.7K
$660K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.67K+ 8.92% |
$86.7K - $94.5K
|
20.3K
$1.25M
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.66K+ 12.54% |
$86.4K - $94.1K
|
14.9K
$917K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
1.62K+ 72.13% |
$84.5K - $92.1K
|
3.87K
$239K
|