WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - 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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$159,757,569
+2.3%
2,649,379
+2.3%
0.38%
-6.2%
Q1 2024$156,181,788
+4.0%
2,590,079
-0.0%
0.40%
-7.3%
Q4 2023$150,147,588
+10.6%
2,590,538
+2.2%
0.44%
-2.2%
Q3 2023$135,707,539
+749.4%
2,535,642
+790.0%
0.45%
+159.3%
Q2 2023$15,976,711
-41.9%
284,891
-42.8%
0.17%
-46.2%
Q1 2023$27,506,785
-2.7%
498,221
-1.4%
0.32%
-12.1%
Q4 2022$28,271,504
+10.4%
505,480
-8.2%
0.36%
-0.5%
Q3 2022$25,608,000
-11.4%
550,874
-2.0%
0.37%
-9.2%
Q2 2022$28,911,000
-19.3%
561,851
-4.6%
0.40%
-16.6%
Q1 2022$35,829,000
-4.3%
588,710
-3.0%
0.48%
-10.1%
Q4 2021$37,446,000
-8.0%
606,785
-2.4%
0.54%
-10.5%
Q3 2021$40,706,000
-3.4%
621,467
-3.6%
0.60%
-11.6%
Q2 2021$42,128,000
-1.4%
644,850
-3.6%
0.68%
-12.5%
Q1 2021$42,736,000
-2.3%
669,010
-5.4%
0.78%
-21.5%
Q4 2020$43,744,000
+9.8%
707,261
-3.5%
0.99%
-5.2%
Q3 2020$39,836,000
+0.9%
733,091
-3.1%
1.04%
-7.9%
Q2 2020$39,493,000
+6.0%
756,580
-8.9%
1.13%
-14.8%
Q1 2020$37,266,000830,0881.33%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2021
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