Bartlett & Co. LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2023$506
+8.4%
8,7290.0%0.01%0.0%
Q3 2023$467
-4.7%
8,7290.0%0.01%0.0%
Q2 2023$490
+2.3%
8,729
+0.7%
0.01%
-11.1%
Q1 2023$479
-0.4%
8,670
-6.7%
0.01%
-10.0%
Q4 2022$481
-99.9%
9,292
-28.5%
0.01%
-23.1%
Q3 2022$595,000
-27.3%
12,990
-18.1%
0.01%
-23.5%
Q2 2022$818,000
+347.0%
15,854
+416.8%
0.02%
+466.7%
Q1 2022$183,000
-5.7%
3,0680.0%0.00%
-25.0%
Q3 2021$194,000
-5.4%
3,068
-1.6%
0.00%0.0%
Q2 2021$205,000
+5.1%
3,1170.0%0.00%0.0%
Q1 2021$195,000
+3.7%
3,1170.0%0.00%0.0%
Q4 2020$188,000
+17.5%
3,117
+1.6%
0.00%0.0%
Q3 2020$160,000
+6.0%
3,0680.0%0.00%0.0%
Q2 2020$151,000
+17.1%
3,0680.0%0.00%0.0%
Q1 2020$129,000
-40.0%
3,068
-26.2%
0.00%
-33.3%
Q3 2019$215,000
+42.4%
4,158
+45.1%
0.01%0.0%
Q2 2019$151,000
+1.3%
2,8660.0%0.01%0.0%
Q1 2019$149,000
+10.4%
2,8660.0%0.01%0.0%
Q4 2018$135,000
-12.9%
2,8660.0%0.01%0.0%
Q3 2018$155,0000.0%2,8660.0%0.01%0.0%
Q2 2018$155,000
+127.9%
2,866
+138.8%
0.01%
+100.0%
Q1 2018$68,0000.0%1,2000.0%0.00%0.0%
Q4 2017$68,000
+3.0%
1,2000.0%0.00%0.0%
Q3 2017$66,000
+6.5%
1,2000.0%0.00%0.0%
Q2 2017$62,000
+3.3%
1,2000.0%0.00%0.0%
Q1 2017$60,000
+9.1%
1,2000.0%0.00%0.0%
Q4 2016$55,000
-3.5%
1,2000.0%0.00%0.0%
Q3 2016$57,000
+7.5%
1,2000.0%0.00%0.0%
Q2 2016$53,0001,2000.00%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2023
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