Evanson Asset Management, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 438 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$2,494,649
-21.8%
41,371
-21.8%
0.18%
-22.7%
Q1 2024$3,189,726
+48.1%
52,898
+42.4%
0.24%
+36.0%
Q4 2023$2,153,755
+92.2%
37,159
+77.5%
0.18%
+69.9%
Q3 2023$1,120,627
-5.5%
20,938
-0.9%
0.10%
-4.6%
Q2 2023$1,185,285
-2.5%
21,136
-4.0%
0.11%
-10.0%
Q1 2023$1,215,921
-67.2%
22,024
-69.3%
0.12%
-69.9%
Q4 2022$3,705,962
+11.9%
71,654
-1.0%
0.40%
+2.6%
Q3 2022$3,313,000
-12.1%
72,379
-0.9%
0.39%
-6.3%
Q2 2022$3,768,000
-18.1%
73,004
-5.2%
0.42%
-7.2%
Q1 2022$4,600,000
-5.9%
77,000
+0.1%
0.45%
+2.8%
Q4 2021$4,891,000
-3.4%
76,936
+0.4%
0.44%
-16.3%
Q3 2021$5,065,000
-7.5%
76,608
-8.1%
0.52%
-8.8%
Q2 2021$5,476,000
+5.7%
83,370
+0.9%
0.57%
-25.5%
Q1 2021$5,180,000
-0.2%
82,615
-4.3%
0.76%
-7.4%
Q4 2020$5,191,000
+15.4%
86,290
+0.1%
0.83%
+1.6%
Q3 2020$4,499,000
+9.2%
86,239
+2.9%
0.81%
-0.4%
Q2 2020$4,121,000
+45.1%
83,819
+23.8%
0.82%
+20.5%
Q1 2020$2,840,000
+353.7%
67,682
+502.1%
0.68%
+450.4%
Q4 2019$626,000
+5.9%
11,241
-1.7%
0.12%
+1.7%
Q3 2019$591,000
+9.9%
11,438
+12.2%
0.12%
+11.0%
Q2 2019$538,000
+2.5%
10,190
+0.8%
0.11%
+0.9%
Q1 2019$525,000
+9.8%
10,1130.0%0.11%
-0.9%
Q4 2018$478,000
-47.8%
10,113
-40.4%
0.11%
-41.4%
Q3 2018$916,000
+76.5%
16,971
+77.0%
0.19%
+80.6%
Q2 2018$519,000
-4.2%
9,589
+0.0%
0.10%
-8.0%
Q1 2018$542,000
-1.3%
9,586
-0.7%
0.11%
+0.9%
Q4 2017$549,000
+54.6%
9,656
+35.0%
0.11%
+26.1%
Q1 2017$355,000
-6.8%
7,151
-13.9%
0.09%
-17.0%
Q4 2016$381,000
-52.5%
8,310
-51.1%
0.11%
-53.5%
Q3 2016$802,000
+16.2%
16,993
+9.6%
0.23%
+9.1%
Q2 2016$690,00015,5020.21%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2019
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