Modera Wealth Management, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 959 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$1,243,521
+74.9%
20,622
+74.9%
0.02%
+63.6%
Q1 2024$711,058
+82.7%
11,792
+75.6%
0.01%
+83.3%
Q4 2023$389,202
+4.9%
6,715
-3.2%
0.01%
-14.3%
Q3 2023$371,090
-5.9%
6,934
-1.4%
0.01%0.0%
Q2 2023$394,397
+3.0%
7,033
-5.2%
0.01%
-61.1%
Q2 2022$383,000
-20.4%
7,416
-7.9%
0.02%
-14.3%
Q1 2022$481,000
+84.3%
8,049
+95.0%
0.02%
+61.5%
Q3 2021$261,0004,1280.01%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2023
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