HoyleCohen, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 854 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
HoyleCohen, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$7,143,479
-2.6%
118,466
-2.6%
0.54%
-3.6%
Q1 2024$7,335,737
+4.0%
121,654
-0.0%
0.56%
-2.9%
Q4 2023$7,054,238
+8.4%
121,709
+0.1%
0.58%
-4.3%
Q3 2023$6,507,674
-0.9%
121,593
+3.8%
0.60%
+4.1%
Q2 2023$6,567,582
+7.4%
117,111
+5.7%
0.58%
+1.4%
Q1 2023$6,114,811
+14.8%
110,755
+7.6%
0.57%
+7.7%
Q4 2022$5,324,701
+15.7%
102,952
+2.4%
0.53%
+5.2%
Q3 2022$4,601,000
+0.3%
100,531
+13.1%
0.50%
+5.4%
Q2 2022$4,588,000
+2.9%
88,901
+19.2%
0.48%
+25.1%
Q1 2022$4,457,000
-23.7%
74,612
-18.8%
0.38%
-21.4%
Q4 2021$5,842,000
+8.9%
91,894
+8.3%
0.49%
-4.5%
Q3 2021$5,366,000
+3.8%
84,821
+7.8%
0.51%
+26.6%
Q2 2021$5,170,000
+13.2%
78,708
+8.0%
0.40%
-13.4%
Q1 2021$4,569,000
+12.1%
72,869
+7.5%
0.46%
-1.3%
Q4 2020$4,076,000
+32.4%
67,760
+14.8%
0.47%
+3.8%
Q3 2020$3,079,000
+6.4%
59,017
+0.2%
0.45%
-6.4%
Q2 2020$2,895,000
+25.2%
58,872
+6.8%
0.48%
+5.0%
Q1 2020$2,312,000
+136.2%
55,106
+213.5%
0.46%
+195.5%
Q4 2019$979,000
+13.2%
17,578
+5.0%
0.16%
+5.4%
Q3 2019$865,000
-1.6%
16,734
+0.4%
0.15%
-3.3%
Q2 2019$879,000
+3.0%
16,671
+1.4%
0.15%
+2.0%
Q1 2019$853,000
+169.1%
16,433
+145.0%
0.15%
+130.8%
Q4 2018$317,000
-67.0%
6,707
-62.4%
0.06%
-64.1%
Q3 2018$962,000
+18.0%
17,820
+18.3%
0.18%
+10.4%
Q2 2018$815,000
-3.4%
15,062
+0.9%
0.16%
-4.1%
Q1 2018$844,000
+0.4%
14,922
+0.9%
0.17%
+3.0%
Q4 2017$841,00014,7950.17%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2022
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