BOURGEON CAPITAL MANAGEMENT LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$65,188
-4.6%
1,2180.0%0.02%
-6.2%
Q2 2023$68,306
+1.6%
1,2180.0%0.02%0.0%
Q1 2023$67,246
+6.7%
1,2180.0%0.02%
+6.7%
Q4 2022$62,995
+12.5%
1,2180.0%0.02%0.0%
Q3 2022$56,000
-11.1%
1,2180.0%0.02%
-11.8%
Q2 2022$63,000
-13.7%
1,2180.0%0.02%0.0%
Q1 2022$73,000
-5.2%
1,2180.0%0.02%
+6.2%
Q4 2021$77,000
+13.2%
1,218
+14.0%
0.02%
+6.7%
Q3 2021$68,000
-2.9%
1,0680.0%0.02%0.0%
Q2 2021$70,000
+4.5%
1,0680.0%0.02%0.0%
Q1 2021$67,000
+4.7%
1,0680.0%0.02%
-6.2%
Q4 2020$64,000
+14.3%
1,0680.0%0.02%
-5.9%
Q3 2020$56,000
-9.7%
1,068
-15.8%
0.02%
-22.7%
Q2 2020$62,000
+17.0%
1,2680.0%0.02%
-18.5%
Q1 2020$53,000
-25.4%
1,2680.0%0.03%
-20.6%
Q4 2019$71,000
+7.6%
1,2680.0%0.03%
-5.6%
Q3 2019$66,0001,2680.04%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 63,234$3,804,00026.99%
Sageworth Trust Co 4,332,159$260,623,00023.73%
Mosaic Advisors LLC 411,977$24,785,00022.68%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 487,362$29,320,00017.39%
Hemington Wealth Management 577,028$34,714,00016.08%
UNIVEST FINANCIAL Corp 792,141$47,655,00013.83%
PFM Asset Management LLC 7,934,518$477,341,00011.89%
FLOW TRADERS U.S. LLC 2,558,640$153,928,00010.54%
Sunflower Bank, N.A. 1,002,757$60,326,00010.36%
SVA Wealth Management, LLC 1,928,011$115,989,00010.11%
View complete list of VANGUARD STAR FDS shareholders