Purchases and Sales Made in Q4 2024 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
64+ 5.67% |
$3.77K - $4.15K
|
1.19K
$73.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
63+ 0.13% |
$3.71K - $4.08K
|
49.9K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
63New |
$3.71K - $4.08K
|
63
$3.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
57+ 0.81% |
$3.36K - $3.69K
|
7.09K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
57+ 1.49% |
$3.36K - $3.69K
|
3.87K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56New |
$3.3K - $3.63K
|
56
$3.45K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
55+ 1.57% |
$3.24K - $3.56K
|
3.56K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
52New |
$3.06K - $3.37K
|
52
$3.2K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.78% |
$3.06K - $3.37K
|
6.73K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
52+ 1.39% |
$3.06K - $3.37K
|
3.8K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
52+ 1.01% |
$3.06K - $3.37K
|
5.2K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
49+ 1.25% |
$2.89K - $3.18K
|
3.95K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49+ 1.45% |
$2.89K - $3.18K
|
3.44K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
49+ 1.11% |
$2.89K - $3.18K
|
4.46K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
47+ 0.1% |
$2.77K - $3.05K
|
45.6K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
41New |
$2.41K - $2.66K
|
41
$2.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
40+ 0.14% |
$2.36K - $2.59K
|
29.2K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
40+ 0.22% |
$2.36K - $2.59K
|
18.6K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
37+ 0.43% |
$2.18K - $2.4K
|
8.72K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
37+ 0.09% |
$2.18K - $2.4K
|
40.4K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
37+ 5.35% |
$2.18K - $2.4K
|
729
$44.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36+ 1.7% |
$2.12K - $2.33K
|
2.16K
$133K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
34+ 0.67% |
$2K - $2.2K
|
5.08K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
33+ 0.59% |
$1.94K - $2.14K
|
5.61K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
33+ 9.24% |
$1.94K - $2.14K
|
390
$24K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
32+ 0.36% |
$1.88K - $2.07K
|
9.01K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
30+ 0.85% |
$1.77K - $1.94K
|
3.56K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
30+ 0.07% |
$1.77K - $1.94K
|
44.9K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
29+ 0.25% |
$1.71K - $1.88K
|
11.8K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 1.49% |
$1.65K - $1.81K
|
1.91K
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 2700.0% |
$1.59K - $1.75K
|
28
$1.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.75% |
$1.53K - $1.68K
|
3.48K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
25+ 1.51% |
$1.47K - $1.62K
|
1.69K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 1.53% |
$1.35K - $1.49K
|
1.53K
$94.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
23+ 0.31% |
$1.35K - $1.49K
|
7.33K
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$1.3K - $1.43K
|
22
$1.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22+ 2.14% |
$1.3K - $1.43K
|
1.05K
$64.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
22+ 0.48% |
$1.3K - $1.43K
|
4.65K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
20+ 1.62% |
$1.18K - $1.3K
|
1.25K
$77.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
18+ 0.23% |
$1.06K - $1.17K
|
7.8K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17+ 0.14% |
$1K - $1.1K
|
12.5K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17+ 0.36% |
$1K - $1.1K
|
4.78K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
16+ 0.92% |
$942 - $1.04K
|
1.76K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
15+ 0.39% |
$883 - $972
|
3.9K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
14+ 2.36% |
$824 - $907
|
606
$37.3K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13New |
$765 - $842
|
13
$801
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
12+ 0.2% |
$707 - $778
|
6.13K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
12+ 1.72% |
$707 - $778
|
710
$43.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 1.71% |
$648 - $713
|
656
$40.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
11+ 0.3% |
$648 - $713
|
3.68K
$226K
|