TIEDEMANN ADVISORS, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 716 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,803,142
-4.6%
33,6910.0%0.08%
-3.8%
Q2 2023$1,889,392
+1.6%
33,6910.0%0.08%
-5.9%
Q1 2023$1,860,081
+6.7%
33,6910.0%0.08%
+2.4%
Q4 2022$1,742,499
-19.7%
33,691
-28.9%
0.08%
-37.1%
Q3 2022$2,170,000
-11.3%
47,4070.0%0.13%
-28.3%
Q2 2022$2,447,000
-13.6%
47,4070.0%0.18%
+27.8%
Q1 2022$2,832,000
-9.8%
47,407
-3.9%
0.14%
-5.9%
Q4 2021$3,138,000
-10.3%
49,354
-10.7%
0.15%
-17.7%
Q3 2021$3,497,000
-22.8%
55,270
-19.8%
0.19%
+2.8%
Q2 2021$4,530,000
+9.6%
68,948
+4.7%
0.18%0.0%
Q1 2021$4,132,000
+5.0%
65,884
+0.7%
0.18%
-5.2%
Q4 2020$3,937,000
+3.8%
65,437
-10.0%
0.19%
+4.4%
Q3 2020$3,794,000
-0.6%
72,729
-6.3%
0.18%
-9.9%
Q2 2020$3,816,000
-6.8%
77,583
-20.5%
0.20%
-23.4%
Q1 2020$4,093,000
-41.3%
97,550
-22.1%
0.26%
-20.9%
Q4 2019$6,978,000
+15.7%
125,286
+7.4%
0.34%
+15.5%
Q3 2019$6,029,000
+16.5%
116,681
+19.0%
0.29%
+12.0%
Q2 2019$5,173,000
+1.6%
98,0830.0%0.26%
+7.9%
Q1 2019$5,091,000
+9.9%
98,0830.0%0.24%
+1.3%
Q4 2018$4,632,000
-34.1%
98,083
-24.3%
0.24%
-43.0%
Q3 2018$7,033,000129,5960.42%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2021
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