Dana Investment Advisors, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Dana Investment Advisors, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$294,949
-2.5%
5,511
+2.2%
0.02%0.0%
Q2 2023$302,383
+18.4%
5,392
+16.6%
0.02%
+15.4%
Q1 2023$255,346
-39.1%
4,625
-38.5%
0.01%
-35.0%
Q4 2019$419,000
+10.6%
7,526
+2.7%
0.02%
+5.3%
Q3 2019$379,000
-2.1%
7,3290.0%0.02%0.0%
Q2 2019$387,000
+14.5%
7,329
+12.4%
0.02%
+18.8%
Q1 2019$338,000
+12.7%
6,518
+2.5%
0.02%
+6.7%
Q4 2018$300,000
+11.5%
6,360
+27.7%
0.02%
+36.4%
Q3 2018$269,000
-38.0%
4,981
-37.9%
0.01%
-42.1%
Q2 2018$434,000
-5.9%
8,023
-1.6%
0.02%
-9.5%
Q1 2018$461,000
+22.6%
8,157
+23.1%
0.02%
+31.2%
Q4 2017$376,000
+12.2%
6,625
+8.4%
0.02%
+6.7%
Q3 2017$335,000
-55.2%
6,112
-57.5%
0.02%
-57.1%
Q2 2017$747,000
+13.5%
14,383
+8.6%
0.04%
+12.9%
Q1 2017$658,000
+31.1%
13,238
+21.0%
0.03%
+29.2%
Q4 2016$502,000
-7.0%
10,936
-4.3%
0.02%
-7.7%
Q3 2016$540,000
+6.3%
11,4290.0%0.03%
+13.0%
Q2 2016$508,000
-1.0%
11,4290.0%0.02%0.0%
Q1 2016$513,000
-0.6%
11,429
+2114.9%
0.02%
-8.0%
Q4 2015$516,000
+1.8%
516
-95.5%
0.02%
+4.2%
Q3 2015$507,00011,4290.02%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2023
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