Chicago Partners Investment Group LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,092,357
-5.6%
40,542
+3.2%
0.11%
-1.7%
Q2 2023$2,217,608
+7.4%
39,284
+7.0%
0.12%
-5.0%
Q1 2023$2,065,421
+83.6%
36,725
+81.9%
0.12%
+75.4%
Q4 2022$1,125,214
+5.7%
20,190
-7.1%
0.07%
-9.2%
Q3 2022$1,065,000
-6.6%
21,729
+2.0%
0.08%
-8.4%
Q2 2022$1,140,000
-11.2%
21,305
-10.5%
0.08%
-15.3%
Q1 2022$1,284,000
-36.7%
23,801
-27.9%
0.10%
-31.9%
Q4 2021$2,027,000
-4.3%
33,016
+2.3%
0.14%
-3.4%
Q3 2021$2,119,000
-49.4%
32,274
-50.0%
0.15%
-3.9%
Q2 2021$4,184,000
+102.0%
64,574
+103.3%
0.16%
-9.4%
Q1 2021$2,071,000
+6.3%
31,761
+2.4%
0.17%
-7.6%
Q4 2020$1,948,000
+8016.7%
31,023
+6918.8%
0.18%
+4525.0%
Q3 2017$24,000
-73.6%
442
-77.7%
0.00%
-87.9%
Q4 2016$91,000
-2.2%
1,9800.0%0.03%
-10.8%
Q3 2016$93,000
+5.7%
1,9800.0%0.04%
-11.9%
Q2 2016$88,000
-1.1%
1,9800.0%0.04%
-8.7%
Q1 2016$89,0001,9800.05%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2021
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