WMS Partners, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2022$278,000
-14.5%
4,656
-9.4%
0.04%
-20.8%
Q3 2021$325,000
+19.5%
5,140
+24.2%
0.05%
+20.0%
Q2 2021$272,000
+5.0%
4,140
+0.1%
0.04%
-32.2%
Q1 2021$259,000
-87.0%
4,136
-89.8%
0.06%
-85.6%
Q2 2020$1,986,000
-2.0%
40,400
-16.3%
0.41%
-26.9%
Q1 2020$2,026,000
-24.7%
48,2900.0%0.56%
-6.5%
Q4 2019$2,689,000
+7.8%
48,2900.0%0.60%
+0.2%
Q3 2019$2,495,000
-3.3%
48,290
-1.2%
0.60%
-5.4%
Q2 2019$2,579,000
+2.9%
48,890
+1.2%
0.63%
+1.6%
Q1 2019$2,506,000
+12.0%
48,290
+1.9%
0.62%
-0.3%
Q4 2018$2,238,000
-12.6%
47,4000.0%0.63%
+118.1%
Q3 2018$2,560,000
-0.2%
47,4000.0%0.29%
-3.7%
Q2 2018$2,564,000
-4.3%
47,4000.0%0.30%
-6.3%
Q1 2018$2,680,000
-0.5%
47,4000.0%0.32%
+5.0%
Q4 2017$2,693,000
+3.8%
47,4000.0%0.30%
-1.9%
Q3 2017$2,594,000
+5.3%
47,4000.0%0.31%
+1.3%
Q2 2017$2,463,000
+4.6%
47,4000.0%0.30%
+3.0%
Q1 2017$2,355,000
+8.3%
47,4000.0%0.30%
+2.4%
Q4 2016$2,175,000
-2.8%
47,4000.0%0.29%
-3.7%
Q3 2016$2,238,000
+6.2%
47,4000.0%0.30%
+2.4%
Q2 2016$2,108,000
-1.0%
47,4000.0%0.29%
-1.0%
Q1 2016$2,129,000
-0.4%
47,4000.0%0.30%
-3.9%
Q4 2015$2,138,00047,4000.31%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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