TCI Wealth Advisors, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2023$714,860
+19367.9%
12,948
+18136.6%
0.09%
+9200.0%
Q4 2022$3,672
-98.8%
71
-98.9%
0.00%
-98.0%
Q3 2022$302,000
-48.5%
6,590
-41.9%
0.05%
-45.6%
Q2 2022$586,000
-11.2%
11,346
+2.8%
0.09%
-9.1%
Q1 2022$660,000
+15.0%
11,042
+22.4%
0.10%
+16.5%
Q4 2021$574,000
+1.8%
9,022
+1.2%
0.08%
-1.2%
Q3 2021$564,000
-0.7%
8,914
+3.1%
0.09%
-10.4%
Q2 2021$568,000
+108.1%
8,642
+98.6%
0.10%
-17.2%
Q1 2021$273,000
+63.5%
4,351
+56.8%
0.12%
+54.7%
Q4 2020$167,000
-2.3%
2,775
-15.5%
0.08%
+10.3%
Q3 2020$171,000
+5.6%
3,2850.0%0.07%
-1.4%
Q2 2020$162,000
+17.4%
3,2850.0%0.07%
+1.5%
Q1 2020$138,000
-24.6%
3,2850.0%0.07%
-4.2%
Q4 2019$183,000
+7.6%
3,2850.0%0.07%
-5.3%
Q3 2019$170,000
-1.7%
3,2850.0%0.08%
-3.8%
Q2 2019$173,000
+1.8%
3,2850.0%0.08%
+4.0%
Q1 2019$170,000
+9.7%
3,2850.0%0.08%0.0%
Q4 2018$155,000
-8.8%
3,285
+4.4%
0.08%
+5.6%
Q3 2018$170,000
+8.3%
3,146
+8.7%
0.07%
+1.4%
Q2 2018$157,000
-1.9%
2,893
+2.5%
0.07%
-5.4%
Q1 2018$160,0000.0%2,8230.0%0.07%
+5.7%
Q4 2017$160,0002,8230.07%
Other shareholders
VANGUARD STAR FDS shareholders Q1 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