SRS Capital Advisors, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 705 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
SRS Capital Advisors, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$213,045
+0.7%
3,533
+0.7%
0.02%
-4.5%
Q1 2024$211,500
+175.6%
3,507
+164.9%
0.02%
+144.4%
Q4 2023$76,734
+11.1%
1,324
+2.6%
0.01%0.0%
Q3 2023$69,043
-3.9%
1,290
+0.7%
0.01%0.0%
Q2 2023$71,825
-7.4%
1,281
-8.8%
0.01%
-10.0%
Q1 2023$77,544
+8.6%
1,405
+1.7%
0.01%0.0%
Q4 2022$71,413
-29.3%
1,381
-37.2%
0.01%
-37.5%
Q3 2022$101,000
-10.6%
2,199
+0.5%
0.02%
-5.9%
Q2 2022$113,000
-19.3%
2,187
-6.8%
0.02%
-10.5%
Q1 2022$140,000
-2.1%
2,347
+4.5%
0.02%
+5.6%
Q4 2021$143,000
+20.2%
2,245
+19.3%
0.02%
+12.5%
Q3 2021$119,000
-6.3%
1,882
-3.0%
0.02%
-5.9%
Q2 2021$127,000
+8.5%
1,941
-0.3%
0.02%0.0%
Q4 2020$117,000
+18.2%
1,947
+2.3%
0.02%0.0%
Q3 2020$99,000
+6.5%
1,904
+0.8%
0.02%0.0%
Q2 2020$93,000
+5.7%
1,889
-9.5%
0.02%
-15.0%
Q1 2020$88,000
+4300.0%
2,087
+4869.0%
0.02%
+1900.0%
Q3 2018$2,000420.00%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2021
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