AVANTAX ADVISORY SERVICES, INC. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 824 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
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$10,022,136
+6.0%
166,205
+6.0%
0.07%
-15.5%
Q1 2024$9,454,178
+2.1%
156,786
-1.8%
0.08%
-8.7%
Q4 2023$9,256,660
-21.2%
159,708
-27.2%
0.09%
-29.8%
Q3 2023$11,740,900
+26.3%
219,374
+32.3%
0.13%
+23.6%
Q2 2023$9,297,919
+2.3%
165,797
+0.8%
0.11%
-4.5%
Q1 2023$9,084,866
+11.9%
164,551
+4.9%
0.11%
+2.8%
Q4 2022$8,115,796
+13.8%
156,918
+0.7%
0.11%
-1.8%
Q3 2022$7,133,000
-11.0%
155,849
+0.3%
0.11%
-9.1%
Q2 2022$8,018,000
-9.4%
155,354
+4.9%
0.12%
-0.8%
Q1 2022$8,848,000
+10.2%
148,085
+17.3%
0.12%
+0.8%
Q4 2021$8,027,000
+7.3%
126,281
+6.7%
0.12%
-3.2%
Q3 2021$7,484,000
+34.6%
118,373
+39.9%
0.12%
+23.8%
Q2 2021$5,561,000
+22.1%
84,633
+16.4%
0.10%
+3.1%
Q1 2021$4,554,000
-0.2%
72,681
-4.3%
0.10%
-10.1%
Q4 2020$4,564,000
-22.0%
75,951
-32.3%
0.11%
+16.0%
Q3 2020$5,852,000
+328.4%
112,127
+303.2%
0.09%
+141.0%
Q2 2020$1,366,000
+17.6%
27,811
+0.4%
0.04%
+11.4%
Q1 2020$1,162,000
-1.9%
27,693
+29.9%
0.04%
+29.6%
Q4 2019$1,185,000
+70.5%
21,313
+59.1%
0.03%
-3.6%
Q3 2019$695,000
+6.4%
13,398
+8.2%
0.03%
-3.4%
Q2 2019$653,000
+29.6%
12,386
+27.5%
0.03%
+7.4%
Q1 2019$504,000
-10.2%
9,718
-18.3%
0.03%
-71.3%
Q4 2018$561,00011,8920.09%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2022
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