Perigon Wealth Management, 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
Perigon Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,504,131
-51.4%
46,789
-49.0%
0.10%0.0%
Q2 2023$5,148,882
+97.6%
91,814
+94.5%
0.10%
-31.8%
Q1 2023$2,606,170
-47.4%
47,205
-50.7%
0.15%
-3.9%
Q4 2022$4,955,950
+126.2%
95,822
+100.1%
0.15%
-18.5%
Q3 2022$2,191,000
+10.5%
47,878
+24.6%
0.19%
+13.9%
Q2 2022$1,982,000
-16.9%
38,410
-3.8%
0.17%
-1.8%
Q1 2022$2,386,000
+5.7%
39,945
+12.5%
0.17%
+5.0%
Q4 2021$2,258,000
+3.9%
35,515
+3.4%
0.16%
-14.8%
Q3 2021$2,173,000
+2.3%
34,345
+6.2%
0.19%0.0%
Q2 2021$2,124,000
+4.7%
32,346
+0.0%
0.19%
-8.7%
Q1 2021$2,028,000
+4.2%
32,345
+0.0%
0.21%
-8.4%
Q4 2020$1,946,000
+15.4%
32,3420.0%0.23%
-4.2%
Q3 2020$1,687,000
+1.3%
32,342
-4.5%
0.24%
-10.6%
Q2 2020$1,666,000
+14.9%
33,874
+2.6%
0.26%
-2.2%
Q1 2020$1,450,000
+51.8%
33,025
+92.6%
0.27%
+38.5%
Q4 2019$955,000
+31733.3%
17,147
+34893.9%
0.20%
+19400.0%
Q1 2018$3,0000.0%490.0%0.00%0.0%
Q4 2017$3,000
-99.9%
49
-99.9%
0.00%
-99.5%
Q3 2011$2,191,00047,8780.19%
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