BOSTON FAMILY OFFICE LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 553 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$2,203
-3.2%
36,529
-3.2%
0.16%
-3.0%
Q1 2024$2,275
+1.5%
37,734
-2.4%
0.16%
-3.0%
Q4 2023$2,242
+10.0%
38,677
+1.5%
0.17%
+1.2%
Q3 2023$2,039
-3.0%
38,100
+1.7%
0.17%
+3.7%
Q2 2023$2,102
+3.2%
37,465
+1.6%
0.16%
-1.2%
Q1 2023$2,036
+4.8%
36,888
-1.8%
0.16%
+1.2%
Q4 2022$1,942
-99.9%
37,551
-6.7%
0.16%
-1.8%
Q3 2022$1,842,000
-21.8%
40,266
-11.8%
0.16%
-16.8%
Q2 2022$2,355,000
-18.8%
45,629
-6.1%
0.20%
-4.4%
Q1 2022$2,902,000
-4.3%
48,576
+1.8%
0.21%
+4.6%
Q4 2021$3,032,000
+4.6%
47,699
+4.1%
0.20%
-6.2%
Q3 2021$2,899,000
-2.7%
45,819
+1.1%
0.21%
-1.4%
Q2 2021$2,978,000
-2.1%
45,338
-7.1%
0.21%
-6.6%
Q1 2021$3,043,000
+2.6%
48,818
-1.0%
0.23%0.0%
Q4 2020$2,965,000
+15.3%
49,2930.0%0.23%
-2.1%
Q3 2020$2,572,000
+7.7%
49,293
+1.5%
0.23%
+0.4%
Q2 2020$2,389,000
-18.0%
48,583
-30.0%
0.23%
-32.6%
Q1 2020$2,913,000
-22.4%
69,419
+3.0%
0.34%
-3.6%
Q4 2019$3,753,000
+24.9%
67,389
+15.8%
0.36%
+14.4%
Q3 2019$3,006,000
+9.1%
58,195
+11.4%
0.31%
+9.1%
Q2 2019$2,755,000
+10.4%
52,228
+8.6%
0.29%
+5.9%
Q1 2019$2,495,000
+5.8%
48,075
-3.8%
0.27%
-7.8%
Q4 2018$2,359,000
-13.4%
49,965
-0.9%
0.29%
+2.1%
Q3 2018$2,723,000
+18.5%
50,425
+18.8%
0.29%
+10.4%
Q2 2018$2,297,000
-2.0%
42,460
+2.4%
0.26%
-2.6%
Q1 2018$2,344,000
-5.6%
41,450
-5.1%
0.27%
-2.2%
Q4 2017$2,483,000
+6.5%
43,700
+2.6%
0.27%
+3.0%
Q3 2017$2,331,000
-7.5%
42,590
-12.2%
0.26%
-11.1%
Q2 2017$2,520,000
+12.8%
48,485
+7.8%
0.30%
+8.4%
Q1 2017$2,234,000
+33.9%
44,965
+23.6%
0.28%
+26.7%
Q4 2016$1,669,000
+23.7%
36,380
+27.3%
0.22%
+24.0%
Q3 2016$1,349,000
+59.5%
28,580
+50.2%
0.18%
+59.1%
Q2 2016$846,00019,0300.11%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 56,137$3,687,00024.65%
Sageworth Trust Co 4,584,571$301,114,00023.71%
Mosaic Advisors LLC 432,756$28,423,00018.53%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 488,452$32,082,00017.40%
SIGNATUREFD, LLC 5,800,174$380,955,00015.19%
Hemington Wealth Management 513,107$33,701,00014.36%
UNIVEST FINANCIAL Corp 709,116$46,574,00012.79%
PFM Asset Management LLC 7,990,662$524,827,00011.48%
Sunflower Bank, N.A. 1,096,538$72,021,00011.07%
SENTINEL TRUST CO LBA 2,190,788$143,890,00010.90%
View complete list of VANGUARD STAR FDS shareholders