First Heartland Consultants, Inc. - 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
First Heartland Consultants, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$823
-99.9%
15,387
+5.1%
0.10%
-1.9%
Q2 2023$821,292
+26.0%
14,645
+24.1%
0.11%
+8.2%
Q1 2023$651,666
+13.7%
11,803
+6.6%
0.10%
+6.5%
Q4 2022$572,895
+16.7%
11,076
+3.2%
0.09%
+119.0%
Q3 2022$491,000
-11.2%
10,730
+0.0%
0.04%
-51.7%
Q2 2022$553,000
-14.8%
10,729
-1.4%
0.09%
-13.9%
Q1 2022$649,000
-15.4%
10,878
-9.9%
0.10%
+248.3%
Q4 2021$767,000
+1.9%
12,074
+1.4%
0.03%
-74.8%
Q3 2021$753,000
-2.3%
11,906
+1.5%
0.12%
-1.7%
Q2 2021$771,000
+8.4%
11,732
+3.4%
0.12%
+3.5%
Q1 2021$711,000
+1.9%
11,345
-2.2%
0.11%
-2.6%
Q4 2020$698,000
+15.0%
11,602
-0.2%
0.12%
+0.9%
Q3 2020$607,000
+0.2%
11,628
-5.6%
0.12%
-4.2%
Q2 2020$606,000
+15.2%
12,321
-1.7%
0.12%
-11.1%
Q1 2020$526,000
-19.3%
12,536
+7.1%
0.14%
+5.5%
Q4 2019$652,000
+21.4%
11,702
+12.6%
0.13%
+11.3%
Q3 2019$537,000
-2.0%
10,3930.0%0.12%
-12.9%
Q2 2019$548,000
+4.4%
10,393
+2.7%
0.13%
-10.2%
Q1 2019$525,000
-8.1%
10,116
-16.3%
0.15%
-31.0%
Q4 2018$571,000
-11.6%
12,090
+1.1%
0.21%
+5.4%
Q3 2018$646,000
-8.2%
11,958
-8.2%
0.20%
-18.5%
Q2 2018$704,000
-11.0%
13,022
-6.9%
0.25%
+4.6%
Q1 2018$791,000
+3.8%
13,985
+4.2%
0.24%
+3.5%
Q4 2017$762,000
-3.3%
13,420
-6.9%
0.23%
+19.3%
Q3 2017$788,000
+15.4%
14,407
+9.6%
0.19%
+8.5%
Q2 2017$683,000
+16.4%
13,147
+11.3%
0.18%
+7.9%
Q1 2017$587,000
+28.4%
11,816
+18.5%
0.16%
+18.0%
Q4 2016$457,000
+116.6%
9,970
+123.0%
0.14%
+127.9%
Q3 2016$211,000
-31.3%
4,471
-25.8%
0.06%
-54.8%
Q3 2014$307,000
-5.8%
6,022
+0.3%
0.14%
-8.2%
Q2 2014$326,000
+4.2%
6,005
+0.0%
0.15%
-4.5%
Q1 2014$313,0006,0030.15%
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