J.P. Morgan Private Wealth Advisors LLC - 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$11,509,342
-9.3%
215,048
-5.0%
0.03%
-50.0%
Q2 2023$12,692,167
-54.9%
226,323
-55.6%
0.07%
+10.0%
Q1 2023$28,145,395
+6.8%
509,788
+0.0%
0.06%
+1.7%
Q4 2022$26,362,563
+9.5%
509,717
-3.1%
0.06%
-6.3%
Q3 2022$24,070,000
-9.3%
525,892
+2.2%
0.06%
-7.4%
Q2 2022$26,551,000
-29.0%
514,449
-17.9%
0.07%
-16.0%
Q1 2022$37,415,000
+0.8%
626,297
+7.2%
0.08%
+1.2%
Q4 2021$37,129,000
-2.0%
584,062
-2.5%
0.08%
-14.0%
Q3 2021$37,878,000
+5.6%
598,773
+9.7%
0.09%0.0%
Q2 2021$35,855,000
+30.1%
545,904
+24.2%
0.09%
+4.5%
Q1 2021$27,551,000
+4.9%
439,407
+0.6%
0.09%
+4.7%
Q4 2020$26,268,000
+75.0%
436,631
+51.7%
0.08%
+44.1%
Q3 2020$15,013,000
+99.6%
287,771
+88.1%
0.06%
+73.5%
Q2 2020$7,522,000
-38.8%
152,979
-47.8%
0.03%
-51.4%
Q1 2020$12,294,000
-53.6%
293,004
-38.4%
0.07%
-41.7%
Q4 2019$26,505,000
+46.0%
475,936
+35.4%
0.12%
+26.3%
Q3 2019$18,153,000
+5.3%
351,395
+7.5%
0.10%
+1.1%
Q2 2019$17,243,000
+2.4%
326,874
+0.8%
0.09%
+6.8%
Q1 2019$16,838,000
+19.1%
324,429
+8.4%
0.09%
+2.3%
Q4 2018$14,136,000
+94.1%
299,358
+121.9%
0.09%
+138.9%
Q3 2018$7,283,000
+15.2%
134,878
+15.4%
0.04%
+2.9%
Q2 2018$6,324,000
+20.3%
116,894
+25.8%
0.04%
-2.8%
Q1 2018$5,255,000
+11.0%
92,930
+11.5%
0.04%
+16.1%
Q4 2017$4,734,000
+21.2%
83,327
+16.8%
0.03%
+10.7%
Q3 2017$3,905,000
+140.0%
71,351
+127.9%
0.03%
+133.3%
Q2 2017$1,627,000
+67.6%
31,312
+60.3%
0.01%
+50.0%
Q1 2017$971,000
+14.2%
19,529
+5.4%
0.01%
+14.3%
Q4 2016$850,000
+138.8%
18,532
+145.6%
0.01%
+133.3%
Q3 2016$356,000
-60.3%
7,546
-62.6%
0.00%
-66.7%
Q2 2016$897,000
+167.8%
20,158
+170.3%
0.01%
+200.0%
Q1 2016$335,000
+12.4%
7,457
+12.8%
0.00%0.0%
Q4 2015$298,000
+6.8%
6,612
+5.0%
0.00%
-25.0%
Q3 2015$279,000
-34.5%
6,296
-25.5%
0.00%
-20.0%
Q2 2015$426,000
+88.5%
8,456
+88.3%
0.01%
+66.7%
Q1 2015$226,000
-3.4%
4,490
-7.2%
0.00%0.0%
Q4 2014$234,000
-7.1%
4,840
-2.1%
0.00%0.0%
Q3 2014$252,000
-22.5%
4,944
-17.5%
0.00%
-40.0%
Q2 2014$325,000
-1.8%
5,990
-5.6%
0.01%
-16.7%
Q1 2014$331,000
+44.5%
6,342
+44.9%
0.01%
+20.0%
Q4 2013$229,000
-31.4%
4,378
-34.2%
0.01%
-37.5%
Q3 2013$334,000
+2.1%
6,658
-6.9%
0.01%0.0%
Q2 2013$327,0007,1530.01%
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