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 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.24% |
$589 - $648
|
4.23K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
10+ 0.04% |
$589 - $648
|
25.5K
$1.61M
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9+ 0.47% |
$530 - $583
|
1.94K
$122K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.2% |
$530 - $583
|
760
$47.8K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9+ 0.1% |
$530 - $583
|
9.15K
$575K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.16% |
$471 - $518
|
5.07K
$319K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8+ 0.18% |
$471 - $518
|
4.37K
$275K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 0.33% |
$412 - $454
|
2.12K
$133K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
6New |
$353 - $389
|
6
$377
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$353 - $389
|
3.5K
$220K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.3% |
$294 - $324
|
1.67K
$105K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.06% |
$294 - $324
|
8.52K
$536K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$236 - $259
|
13.5K
$849K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3+ 0.05% |
$177 - $194
|
5.99K
$377K
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3+ 0.06% |
$177 - $194
|
4.8K
$302K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.06% |
$177 - $194
|
5.33K
$335K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3New |
$177 - $194
|
3
$189
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 1.78% |
$177 - $194
|
172
$10.8K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.71% |
$118 - $130
|
119
$7.49K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$118 - $130
|
4.67K
$294K
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 0.09% |
$118 - $130
|
2.32K
$146K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.15% |
$58.9 - $64.8
|
671
$42.2K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.36% |
$58.9 - $64.8
|
278
$17.5K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.04% |
$58.9 - $64.8
|
2.8K
$176K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.0% |
$58.9 - $64.8
|
28.8K
$1.81M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 1.06% |
$58.9 - $64.8
|
95
$5.98K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.03% |
$58.9 - $64.8
|
3.57K
$224K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.03% |
$58.9 - $64.8
|
3.51K
$221K
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.0% |
$58.9 - $64.8
|
30.7K
$1.93M
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$58.9 - $64.8
|
5.04K
$317K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.56% |
$58.9 - $64.8
|
177
$11.1K
|
|
Feb 05, 2025
Q4 2024
|
Latigo Investments, LLC
|
SELL
|
- |
-1- -0.0% |
$58.9 - $64.8
|
110K
$6.94M
|
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-1- -0.0% |
$58.9 - $64.8
|
38.6K
$2.43M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$58.9 - $64.8
|
75.8K
$4.77M
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 10.0% |
$471 - $518
|
72
$4.53K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-10- 0.27% |
$589 - $648
|
3.76K
$237K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.02% |
$648 - $713
|
53.9K
$3.39M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 2.74% |
$883 - $972
|
533
$33.5K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-16- 0.29% |
$942 - $1.04K
|
5.45K
$343K
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-23- 0.16% |
$1.35K - $1.49K
|
14.8K
$928K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-24- 13.33% |
$1.41K - $1.56K
|
156
$9.81K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25- 2.95% |
$1.47K - $1.62K
|
823
$51.8K
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-25- 0.24% |
$1.47K - $1.62K
|
10.4K
$655K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-26- 0.21% |
$1.53K - $1.68K
|
12.1K
$764K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-32- 0.14% |
$1.88K - $2.07K
|
23.2K
$1.46M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-38- 0.66% |
$2.24K - $2.46K
|
5.69K
$358K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-39- 6.82% |
$2.3K - $2.53K
|
533
$33.5K
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-40- 0.38% |
$2.36K - $2.59K
|
10.5K
$659K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-43- 6.18% |
$2.53K - $2.79K
|
653
$41.1K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-49- 1.38% |
$2.89K - $3.18K
|
3.51K
$221K
|