Baker Avenue Asset Management, LP - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 400 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$10,332
-4.6%
1930.0%0.00%0.0%
Q2 2023$10,826
-95.8%
193
-96.0%
0.00%
-95.2%
Q3 2018$260,000
-13.3%
4,820
-13.2%
0.02%
-19.2%
Q2 2018$300,000
-5.1%
5,553
-0.8%
0.03%
-10.3%
Q1 2018$316,000
+14.1%
5,595
+14.9%
0.03%
+7.4%
Q4 2017$277,0004,8690.03%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2018
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