Baystate 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
Baystate Wealth Management LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$56,738
-4.1%
1,060
+0.6%
0.01%0.0%
Q2 2023$59,137
+4.2%
1,054
+2.6%
0.01%0.0%
Q1 2023$56,755
+138326.8%
1,027
+30.3%
0.01%
+25.0%
Q4 2022$41
-99.9%
788
+1.2%
0.00%0.0%
Q3 2022$36,000
-5.3%
779
+6.4%
0.00%0.0%
Q2 2022$38,000
-11.6%
732
+1.1%
0.00%0.0%
Q1 2022$43,000
-6.5%
724
+0.1%
0.00%0.0%
Q4 2021$46,000
+2.2%
723
+1.5%
0.00%0.0%
Q3 2021$45,000
-4.3%
712
+0.6%
0.00%
-20.0%
Q2 2021$47,000
-16.1%
708
-21.2%
0.01%
-16.7%
Q1 2021$56,000
+3.7%
899
+0.3%
0.01%0.0%
Q4 2020$54,000
+980.0%
896
+929.9%
0.01%
+500.0%
Q2 2017$5,000870.00%
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