J.W. COLE ADVISORS, INC. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 705 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$2,949,865
+10.3%
48,920
+10.2%
0.14%
+3.0%
Q1 2024$2,673,746
+5.2%
44,394
+1.2%
0.14%
-9.4%
Q4 2023$2,542,708
+168.7%
43,869
+148.1%
0.15%
+112.9%
Q3 2023$946,433
-2.2%
17,684
+2.5%
0.07%
+1.4%
Q2 2023$967,282
-31.1%
17,248
-32.2%
0.07%
-31.0%
Q1 2023$1,403,895
-0.5%
25,428
-6.7%
0.10%
-7.4%
Q4 2022$1,410,263
+4.3%
27,267
-7.7%
0.11%
-4.4%
Q3 2022$1,352,000
-24.3%
29,533
-14.7%
0.11%
-20.4%
Q2 2022$1,787,000
+36.6%
34,631
+58.2%
0.14%
+61.4%
Q1 2022$1,308,000
-18.1%
21,889
-12.9%
0.09%
-15.4%
Q4 2021$1,598,000
-0.5%
25,133
-1.0%
0.10%
-9.6%
Q3 2021$1,606,000
+7.0%
25,388
+11.1%
0.12%
-2.5%
Q2 2021$1,501,000
+7.8%
22,856
+3.0%
0.12%
-11.9%
Q1 2021$1,392,000
+12.1%
22,194
+7.5%
0.13%
+3.9%
Q4 2020$1,242,000
-67.2%
20,639
-71.6%
0.13%
-55.5%
Q3 2020$3,790,000
+236.3%
72,654
+217.1%
0.29%
+71.6%
Q2 2020$1,127,000
-10.0%
22,911
+1.9%
0.17%
+7.0%
Q4 2019$1,252,00022,4760.16%
Other shareholders
VANGUARD STAR FDS shareholders Q2 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