Joel Isaacson & Co., LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 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
Joel Isaacson & Co., LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$6,105,741
+71.4%
114,083
+79.6%
0.42%
+75.6%
Q2 2023$3,562,371
+16.0%
63,523
+14.2%
0.24%
+7.7%
Q1 2023$3,070,452
+9.4%
55,614
+2.5%
0.22%
+2.3%
Q4 2022$2,805,690
+38.4%
54,248
+22.5%
0.22%
+23.4%
Q3 2022$2,027,000
-12.7%
44,296
-1.6%
0.18%
-10.3%
Q2 2022$2,322,000
-12.1%
44,996
-0.7%
0.20%
+0.5%
Q1 2022$2,643,000
+0.2%
45,304
+9.2%
0.19%
+7.2%
Q4 2021$2,637,000
-5.3%
41,484
-5.8%
0.18%
-13.8%
Q3 2021$2,786,000
+1.5%
44,043
+5.4%
0.21%
-1.9%
Q2 2021$2,746,000
+14.6%
41,803
+9.4%
0.21%
+1.9%
Q1 2021$2,396,000
+5.4%
38,207
+1.1%
0.21%
-5.8%
Q4 2020$2,274,000
+16.3%
37,801
+0.9%
0.22%
-12.2%
Q3 2020$1,955,000
+6.8%
37,465
+0.6%
0.25%
-2.7%
Q2 2020$1,831,000
-40.6%
37,240
-49.3%
0.26%
-51.4%
Q1 2020$3,082,000
-24.9%
73,447
-0.4%
0.54%
-0.4%
Q4 2019$4,106,000
+11.8%
73,721
+3.7%
0.54%
+3.1%
Q3 2019$3,673,000
-1.8%
71,095
+0.3%
0.52%
-4.0%
Q2 2019$3,741,000
-6.4%
70,916
-7.9%
0.54%
-6.5%
Q1 2019$3,996,000
+10.0%
76,992
+4.1%
0.58%
+1.2%
Q4 2018$3,632,000
-39.8%
73,952
-33.8%
0.58%
-39.2%
Q3 2018$6,032,000
+77.0%
111,696
+77.3%
0.95%
+66.0%
Q2 2018$3,407,000
-0.9%
62,981
+3.6%
0.57%
-4.8%
Q1 2018$3,438,0000.0%60,788
+0.4%
0.60%
+0.5%
Q4 2017$3,438,000
+5.8%
60,517
+1.9%
0.60%
+0.3%
Q3 2017$3,251,000
+8.8%
59,410
+3.3%
0.60%
+5.3%
Q2 2017$2,989,000
+5.5%
57,523
+0.8%
0.56%
+1.6%
Q1 2017$2,834,000
-0.9%
57,054
-8.5%
0.56%
-3.3%
Q4 2016$2,860,000
+237.3%
62,335
+247.1%
0.58%
+230.5%
Q3 2016$848,000
+6.4%
17,961
+0.3%
0.17%
+2.4%
Q2 2016$797,000
+19.7%
17,910
+20.7%
0.17%
+15.6%
Q1 2016$666,000
+19.6%
14,835
+20.2%
0.15%
+7.3%
Q4 2015$557,000
+223.8%
12,337
+217.4%
0.14%
+197.8%
Q3 2015$172,000
-11.3%
3,887
+1.1%
0.05%
-8.0%
Q2 2015$194,000
+0.5%
3,845
+0.3%
0.05%
+2.0%
Q1 2015$193,000
+4.3%
3,8330.0%0.05%
-2.0%
Q4 2014$185,000
-4.1%
3,833
+1.3%
0.05%
-15.3%
Q3 2014$193,000
-2.5%
3,782
+3.9%
0.06%
-4.8%
Q2 2014$198,000
+4.8%
3,641
+0.7%
0.06%
-1.6%
Q1 2014$189,000
+36.0%
3,616
+36.4%
0.06%
+26.0%
Q4 2013$139,000
+59.8%
2,651
+52.5%
0.05%
+38.9%
Q3 2013$87,0001,7380.04%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2022
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