Westside Investment Management, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 513 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$2,004,433
+10.1%
33,241
+10.1%
0.46%
+5.3%
Q1 2024$1,820,518
+4.0%
30,1910.0%0.44%
-2.5%
Q4 2023$1,749,870
+14.0%
30,191
+5.2%
0.45%
+1.1%
Q3 2023$1,535,542
-4.5%
28,691
+0.0%
0.44%
-2.6%
Q2 2023$1,608,318
+1.6%
28,6790.0%0.45%
-2.4%
Q1 2023$1,583,368
+106667.9%
28,6790.0%0.46%
+11525.0%
Q4 2022$1,483
-99.8%
28,679
+63.1%
0.00%
+100.0%
Q3 2022$805,000
+306.6%
17,589
+358.2%
0.00%
Q2 2022$198,000
-13.5%
3,8390.0%0.00%
-100.0%
Q1 2022$229,000
-6.1%
3,8390.0%0.00%0.0%
Q4 2021$244,000
+0.8%
3,8390.0%0.00%0.0%
Q3 2021$242,000
+68.1%
3,839
+74.6%
0.00%
Q2 2021$144,000
+5.1%
2,1990.0%0.00%
Q1 2021$137,000
+3.8%
2,1990.0%0.00%
Q4 2020$132,000
+15.8%
2,1990.0%0.00%
Q3 2020$114,000
+5.6%
2,1990.0%0.00%
Q2 2020$108,000
+17.4%
2,1990.0%0.00%
Q1 2020$92,0002,1990.00%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2020
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