Smith & Howard 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
Smith & Howard Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,120,248
-4.6%
39,616
+0.0%
0.74%
-4.9%
Q2 2023$2,221,553
+4.0%
39,614
+2.3%
0.78%
+6.1%
Q1 2023$2,137,013
+349.9%
38,707
+272.6%
0.74%
+264.9%
Q3 2022$475,000
-46.0%
10,388
-39.1%
0.20%
-45.8%
Q2 2022$880,000
+33.9%
17,058
+64.2%
0.37%
+20.3%
Q3 2021$657,000
-3.7%
10,3880.0%0.31%
-4.3%
Q2 2021$682,000
+4.8%
10,3880.0%0.32%
-0.9%
Q1 2021$651,000
+4.2%
10,3880.0%0.33%
-1.8%
Q4 2020$625,000
+15.3%
10,3880.0%0.33%
+4.1%
Q3 2020$542,000
+6.1%
10,3880.0%0.32%
+0.6%
Q2 2020$511,000
+17.2%
10,3880.0%0.32%
+14.4%
Q1 2020$436,000
-24.7%
10,3880.0%0.28%
+41.1%
Q4 2019$579,000
+7.8%
10,3880.0%0.20%
-7.9%
Q3 2019$537,000
-2.0%
10,3880.0%0.21%
-7.4%
Q2 2019$548,000
+1.7%
10,388
-0.0%
0.23%
-13.2%
Q1 2019$539,000
+9.8%
10,3920.0%0.27%
-1.5%
Q4 2018$491,000
-12.5%
10,3920.0%0.27%
+13.9%
Q3 2018$561,000
-0.2%
10,3920.0%0.24%
-4.0%
Q2 2018$562,000
-4.3%
10,392
+0.0%
0.25%
-2.4%
Q1 2018$587,000
-0.5%
10,3880.0%0.25%
-8.3%
Q4 2017$590,000
+3.7%
10,3880.0%0.28%
+2.2%
Q3 2017$569,000
+5.4%
10,3880.0%0.27%
+4.7%
Q2 2017$540,000
+4.7%
10,3880.0%0.26%
+4.0%
Q1 2017$516,000
+8.2%
10,3880.0%0.25%
-0.4%
Q4 2016$477,000
-37.6%
10,388
-35.8%
0.25%
-37.6%
Q3 2016$764,000
+65.4%
16,188
+55.8%
0.40%
+79.7%
Q2 2016$462,000
-1.1%
10,3880.0%0.22%
+15.0%
Q1 2016$467,000
+4.2%
10,388
+4.6%
0.19%
-11.9%
Q4 2015$448,000
-73.6%
9,932
-70.2%
0.22%
-75.2%
Q3 2014$1,700,000
-4.0%
33,343
+2.2%
0.88%
-4.3%
Q2 2014$1,771,000
+163.2%
32,613
+152.8%
0.92%
+143.3%
Q1 2014$673,000
-0.4%
12,9000.0%0.38%
+1.9%
Q4 2013$676,000
+4.5%
12,9000.0%0.37%
-3.6%
Q3 2013$647,000
+9.8%
12,9000.0%0.39%
+2.4%
Q2 2013$589,00012,9000.38%
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