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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.24K+ 2.67% |
$72.8K - $80.2K
|
47.6K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 2.28% |
$71.2K - $78.4K
|
54.2K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.14K+ 1.32% |
$67.2K - $73.9K
|
87.3K
$5.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.14KNew |
$67.1K - $73.9K
|
1.14K
$70.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.14K+ 14.25% |
$67K - $73.7K
|
9.12K
$562K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.1K+ 13.98% |
$64.7K - $71.2K
|
8.95K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 2.73% |
$63.1K - $69.5K
|
40.3K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 3.23% |
$62.6K - $68.9K
|
34K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 8.11% |
$61.6K - $67.8K
|
14K
$860K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.04K+ 4.23% |
$61.5K - $67.7K
|
25.7K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.04K+ 1.41% |
$61K - $67.1K
|
74.5K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.03K+ 12.11% |
$60.8K - $66.9K
|
9.55K
$588K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.03K+ 4.77% |
$60.4K - $66.4K
|
22.5K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.0% |
$59.7K - $65.7K
|
15.5K
$954K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.01K+ 4.76% |
$59.5K - $65.4K
|
22.2K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
1.01K+ 4.46% |
$59.4K - $65.3K
|
23.6K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
988+ 12.29% |
$58.2K - $64K
|
9.03K
$556K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
957+ 20.8% |
$56.3K - $62K
|
5.56K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
932+ 3.37% |
$54.9K - $60.4K
|
28.6K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
928+ 9.38% |
$54.6K - $60.1K
|
10.8K
$666K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
924+ 11.65% |
$54.4K - $59.9K
|
8.85K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
924+ 1514.75% |
$54.4K - $59.9K
|
985
$60.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
913+ 0.35% |
$53.8K - $59.2K
|
259K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
898+ 1496.67% |
$52.9K - $58.2K
|
958
$59K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
874+ 3.04% |
$51.5K - $56.6K
|
29.6K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
857+ 2.91% |
$50.5K - $55.5K
|
30.3K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
837+ 12.15% |
$49.3K - $54.2K
|
7.73K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
823New |
$48.5K - $53.3K
|
823
$50.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
823+ 2.6% |
$48.5K - $53.3K
|
32.5K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
821+ 11.58% |
$48.3K - $53.2K
|
7.91K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
809+ 1.52% |
$47.6K - $52.4K
|
54K
$3.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
800+ 13.1% |
$47.1K - $51.8K
|
6.91K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
759+ 1.25% |
$44.7K - $49.2K
|
61.5K
$3.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
747+ 0.26% |
$44K - $48.4K
|
289K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
736+ 19.58% |
$43.3K - $47.7K
|
4.5K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
733+ 7.14% |
$43.2K - $47.5K
|
11K
$678K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
727+ 0.45% |
$42.8K - $47.1K
|
163K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
725+ 17.8% |
$42.7K - $47K
|
4.8K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
707+ 2.5% |
$41.6K - $45.8K
|
29K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
690+ 1.2% |
$40.6K - $44.7K
|
58.4K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
688New |
$40.5K - $44.6K
|
688
$42.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
676+ 0.31% |
$39.8K - $43.8K
|
217K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
651+ 0.49% |
$38.3K - $42.2K
|
134K
$8.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
642+ 1.87% |
$37.8K - $41.6K
|
35K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
632+ 0.02% |
$37.2K - $41K
|
2.7M
$167M
|
|
|
Feb 03, 2025
Q4 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
624+ 0.43% |
$36.7K - $40.4K
|
147K
$9.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 11.35% |
$36.4K - $40.1K
|
6.07K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
595+ 1.26% |
$35K - $38.6K
|
47.7K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
593+ 9.22% |
$34.9K - $38.4K
|
7.03K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
561+ 1.06% |
$33K - $36.4K
|
53.5K
$3.29M
|