Roundview Capital LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,409,985
+5.6%
26,345
+10.6%
0.14%
+9.2%
Q2 2023$1,335,490
+1.0%
23,814
-0.5%
0.13%
-5.8%
Q1 2023$1,321,894
+10.4%
23,943
+3.4%
0.14%
+0.7%
Q4 2022$1,197,059
+55.3%
23,145
+37.5%
0.14%
+41.2%
Q3 2022$771,000
-4.3%
16,836
+7.8%
0.10%0.0%
Q2 2022$806,000
-14.5%
15,623
-1.0%
0.10%0.0%
Q1 2022$943,000
-0.4%
15,781
+5.9%
0.10%
+3.2%
Q4 2021$947,000
+17.6%
14,897
+17.1%
0.09%
+5.6%
Q3 2021$805,000
+0.2%
12,725
+4.0%
0.09%
-1.1%
Q2 2021$803,000
+4.7%
12,2300.0%0.09%
-7.2%
Q1 2021$767,000
+7.1%
12,230
+2.8%
0.10%
-1.0%
Q4 2020$716,000
+22.4%
11,894
+6.1%
0.10%
+6.5%
Q3 2020$585,000
+13.4%
11,211
+6.8%
0.09%
+4.5%
Q2 2020$516,000
+58.3%
10,497
+35.2%
0.09%
+27.5%
Q1 2020$326,000
-40.1%
7,763
-20.5%
0.07%
-33.0%
Q4 2019$544,000
+7.5%
9,768
-0.2%
0.10%
-5.5%
Q3 2019$506,000
-6.8%
9,786
-4.9%
0.11%
-10.7%
Q2 2019$543,000
+0.7%
10,291
-1.0%
0.12%
-4.7%
Q1 2019$539,000
+1.7%
10,391
-7.5%
0.13%
-14.1%
Q4 2018$530,000
-12.5%
11,2310.0%0.15%
-0.7%
Q3 2018$606,000
-0.3%
11,2310.0%0.15%
-5.7%
Q2 2018$608,000
-5.1%
11,231
-0.9%
0.16%
-11.7%
Q1 2018$641,000
-0.5%
11,3310.0%0.18%
+8.4%
Q4 2017$644,000
-49.8%
11,331
-53.0%
0.17%
-10.3%
Q3 2017$1,284,000
+93.4%
24,112
+88.7%
0.18%
-4.6%
Q2 2017$664,000
+4.6%
12,7810.0%0.19%
-1.5%
Q1 2017$635,000
+8.4%
12,7810.0%0.20%
+4.8%
Q4 2016$586,000
-1.8%
12,781
+1.1%
0.19%
-10.9%
Q3 2016$597,000
-0.5%
12,641
-6.3%
0.21%
-4.5%
Q2 2016$600,000
+0.5%
13,496
+1.5%
0.22%
-0.9%
Q1 2016$597,000
+84.3%
13,291
+81.6%
0.22%
+60.4%
Q3 2015$324,000
-12.0%
7,3200.0%0.14%0.0%
Q2 2015$368,000
+7.6%
7,320
+7.8%
0.14%
+3.0%
Q1 2015$342,000
+29.1%
6,790
+23.8%
0.14%
+23.9%
Q4 2014$265,0005,4850.11%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2021
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