Institute for Wealth Management, LLC. - 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
Institute for Wealth Management, LLC. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2022$395,000
-12.6%
8,622
-1.5%
0.09%0.0%
Q2 2022$452,000
-15.7%
8,752
-2.5%
0.09%
+2.3%
Q1 2022$536,000
-6.1%
8,978
+0.0%
0.09%
-6.5%
Q4 2021$571,000
+0.5%
8,977
+0.0%
0.09%
-7.0%
Q3 2021$568,000
-10.8%
8,976
-7.5%
0.10%
-10.7%
Q2 2021$637,000
+10.6%
9,704
+5.6%
0.11%
+1.8%
Q1 2021$576,000
+14.3%
9,189
+9.7%
0.11%
+10.0%
Q4 2020$504,0008,3780.10%
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