Linscomb Wealth, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 675 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Linscomb Wealth, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$5,333,879
-2.1%
88,456
-2.1%
0.28%
-1.4%
Q1 2024$5,446,189
+3.5%
90,318
-0.5%
0.28%
-3.4%
Q4 2023$5,262,738
+10.5%
90,799
+2.0%
0.29%
+3.9%
Q3 2023$4,763,207
-4.4%
88,999
+0.1%
0.28%
+3.7%
Q2 2023$4,984,300
-4.2%
88,878
-5.7%
0.27%
-1.5%
Q1 2023$5,202,515
+6.1%
94,231
-0.6%
0.27%
+9.6%
Q4 2022$4,903,976
+20.2%
94,818
+6.4%
0.25%
+0.4%
Q3 2022$4,079,000
-7.2%
89,113
+4.6%
0.25%
-1.6%
Q2 2022$4,395,000
-16.8%
85,163
-3.7%
0.25%0.0%
Q1 2022$5,285,000
+0.4%
88,455
+6.8%
0.25%
+0.4%
Q4 2021$5,264,000
+8.2%
82,811
+7.7%
0.25%0.0%
Q3 2021$4,864,000
-3.6%
76,882
+0.1%
0.25%
-2.7%
Q2 2021$5,044,000
+15.6%
76,792
+10.4%
0.26%
+8.9%
Q1 2021$4,362,000
+11.1%
69,562
+6.6%
0.24%
+0.9%
Q4 2020$3,926,000
+28.6%
65,265
+11.6%
0.24%
+11.9%
Q3 2020$3,052,000
+10.8%
58,502
+4.4%
0.21%
+4.0%
Q2 2020$2,755,000
+28.2%
56,038
+9.4%
0.20%
+6.3%
Q1 2020$2,149,000
-17.6%
51,210
+9.3%
0.19%
+11.8%
Q4 2019$2,608,000
+22.3%
46,832
+13.4%
0.17%
-0.6%
Q3 2019$2,133,000
+8.2%
41,281
+10.4%
0.17%
+5.6%
Q2 2019$1,972,000
+27.3%
37,376
+25.3%
0.16%
+24.6%
Q1 2019$1,549,000
+39.3%
29,838
+26.7%
0.13%
+23.8%
Q4 2018$1,112,000
+14.3%
23,556
+30.8%
0.10%
+31.2%
Q3 2018$973,000
+19.4%
18,012
+19.6%
0.08%
+15.9%
Q2 2018$815,000
+6.1%
15,060
+10.8%
0.07%
+6.2%
Q1 2018$768,000
+62.4%
13,588
+63.1%
0.06%
+66.7%
Q4 2017$473,0008,3320.04%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2021
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