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 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.84K- 11.09% |
$580K - $638K
|
78.9K
$4.97M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9.89K- 50.61% |
$583K - $641K
|
9.66K
$608K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-10.2K- 56.15% |
$599K - $659K
|
7.94K
$499K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-10.4K- 66.08% |
$615K - $676K
|
5.36K
$337K
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-10.7K- 11.16% |
$629K - $693K
|
85K
$5.35M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-11.9K- 1.65% |
$702K - $772K
|
710K
$44.7M
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-12.1K- 81.54% |
$712K - $784K
|
2.74K
$172K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.6K- 6.85% |
$860K - $947K
|
199K
$12.5M
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-14.7K- 2.94% |
$868K - $955K
|
486K
$30.6M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-15.4K- 63.72% |
$909K - $1M
|
8.79K
$553K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15.5K- 14.3% |
$910K - $1M
|
92.7K
$5.83M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-15.6K- 44.84% |
$916K - $1.01M
|
19.1K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-15.7K- 4.23% |
$922K - $1.01M
|
355K
$22.3M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-16.5K- 30.28% |
$971K - $1.07M
|
38K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 45.36% |
$1.01M - $1.11M
|
20.6K
$1.29M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-17.8K- 1.67% |
$1.05M - $1.15M
|
1.04M
$65.7M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.8K- 0.78% |
$1.05M - $1.16M
|
2.26M
$142M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-20K- 3.01% |
$1.18M - $1.29M
|
644K
$40.5M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20.3K- 3.15% |
$1.2M - $1.32M
|
624K
$39.3M
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-20.8K- 20.61% |
$1.22M - $1.34M
|
79.9K
$5.03M
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-24.6K- 8.75% |
$1.45M - $1.59M
|
256K
$16.1M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-26.6K- 0.78% |
$1.57M - $1.72M
|
3.39M
$213M
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-29.2K- 31.53% |
$1.72M - $1.89M
|
63.4K
$3.99M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 5.65% |
$1.81M - $1.99M
|
514K
$32.4M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31.8K- 41.2% |
$1.87M - $2.06M
|
45.4K
$2.85M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-32.1K- 51.69% |
$1.89M - $2.08M
|
30K
$1.89M
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-34.8K- 12.61% |
$2.05M - $2.26M
|
241K
$15.2M
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-36.5K- 20.81% |
$2.15M - $2.36M
|
139K
$8.73M
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-36.7K- 8.81% |
$2.16M - $2.38M
|
380K
$23.9M
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-39.2K- 47.44% |
$2.31M - $2.54M
|
43.5K
$2.73M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.3K- 3.21% |
$2.43M - $2.68M
|
1.24M
$78.2M
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-42.9K- 15.62% |
$2.53M - $2.78M
|
232K
$14.6M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45.1K- 91.08% |
$2.65M - $2.92M
|
4.42K
$278K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-49K- 39.27% |
$2.89M - $3.18M
|
75.8K
$4.77M
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-49.2K- 3.17% |
$2.9M - $3.19M
|
1.5M
$94.6M
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-49.3K- 2.07% |
$2.91M - $3.2M
|
2.33M
$147M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-61.5K- 20.37% |
$3.62M - $3.98M
|
240K
$15.1M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-62.4K- 10.38% |
$3.67M - $4.04M
|
538K
$33.9M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68.1K- 6.95% |
$4.01M - $4.41M
|
911K
$57.3M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-91.2K- 39.54% |
$5.37M - $5.91M
|
139K
$8.77M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-134K- 49.41% |
$7.9M - $8.69M
|
137K
$8.64M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-137K- 2.69% |
$8.05M - $8.86M
|
4.95M
$311M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-187K- 45.74% |
$11M - $12.1M
|
222K
$14M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-256K- 91.54% |
$15.1M - $16.6M
|
23.7K
$1.49M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-288K- 98.38% |
$17M - $18.7M
|
4.74K
$298K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-667K- 46.72% |
$39.3M - $43.2M
|
761K
$47.8M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-884K- 98.3% |
$52M - $57.3M
|
15.3K
$960K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.06M- 95.92% |
$62.1M - $68.4M
|
44.8K
$2.82M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.26M- 5.3% |
$74M - $81.4M
|
22.5M
$1.41B
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.09M- 99.86% |
$182M - $200M
|
4.39K
$276K
|