KINGS POINT CAPITAL MANAGEMENT - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2022$20,000
-9.1%
3430.0%0.00%0.0%
Q4 2021$22,0000.0%3430.0%0.00%0.0%
Q3 2021$22,000
-31.2%
343
-29.0%
0.00%
-33.3%
Q2 2021$32,000
-17.9%
483
-21.8%
0.00%
-25.0%
Q1 2021$39,000
-13.3%
618
-17.6%
0.00%
-20.0%
Q4 2020$45,000
+15.4%
7500.0%0.01%0.0%
Q3 2020$39,000
+5.4%
7500.0%0.01%0.0%
Q2 2020$37,000
+19.4%
7500.0%0.01%0.0%
Q1 2020$31,000
-26.2%
7500.0%0.01%
-16.7%
Q4 2019$42,000
+7.7%
7500.0%0.01%
-14.3%
Q3 2019$39,000
-26.4%
750
-25.0%
0.01%
-30.0%
Q2 2019$53,000
+1.9%
1,0000.0%0.01%0.0%
Q1 2019$52,000
+10.6%
1,0000.0%0.01%0.0%
Q4 2018$47,000
-13.0%
1,0000.0%0.01%0.0%
Q3 2018$54,000
+285.7%
1,000
+300.0%
0.01%
+233.3%
Q2 2018$14,0000.0%2500.0%0.00%0.0%
Q1 2018$14,0002500.00%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2020
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