NewEdge Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,457,344
+11.4%
45,914
+16.7%
0.03%
+8.0%
Q2 2023$2,206,304
-4.7%
39,342
-6.2%
0.02%
-13.8%
Q1 2023$2,315,169
+13.5%
41,934
-31.5%
0.03%
-47.3%
Q4 2022$2,039,293
-5.0%
61,229
+30.6%
0.06%
+57.1%
Q3 2022$2,147,000
-38.4%
46,896
-30.5%
0.04%
-39.7%
Q2 2022$3,485,000
-21.4%
67,512
-9.0%
0.06%
-18.3%
Q1 2022$4,434,000
-5.0%
74,226
+1.1%
0.07%
+1.4%
Q4 2021$4,669,000
+4.6%
73,454
+4.1%
0.07%
-36.4%
Q3 2021$4,462,000
-4.0%
70,529
-0.3%
0.11%
-11.3%
Q2 2021$4,648,000
-1.8%
70,765
-6.2%
0.12%
-12.1%
Q1 2021$4,732,000
+8.1%
75,472
+3.7%
0.14%
-1.4%
Q4 2020$4,377,000
+18.7%
72,760
+2.9%
0.14%
+11.7%
Q3 2020$3,689,000
+4.3%
70,705
-1.7%
0.13%
-7.2%
Q2 2020$3,537,000
+18.5%
71,934
+1.1%
0.14%
-4.2%
Q1 2020$2,984,000
-30.0%
71,122
-7.1%
0.14%
-15.3%
Q4 2019$4,263,000
+4.4%
76,564
-3.1%
0.17%
-6.1%
Q3 2019$4,082,000
-56.8%
79,023
-55.9%
0.18%
-68.7%
Q2 2019$9,456,000
+3.7%
179,259
+2.1%
0.58%
-1.7%
Q1 2019$9,116,000
+16.0%
175,638
+5.5%
0.59%
+16.2%
Q4 2018$7,861,000
+91.4%
166,479
+118.9%
0.51%
+60.4%
Q3 2018$4,108,000
-20.1%
76,066
-20.8%
0.32%
-32.8%
Q2 2018$5,141,000
+42.3%
96,038
+47.9%
0.47%
+13.8%
Q1 2018$3,614,000
-67.4%
64,913
+30233.2%
0.41%
+20550.0%
Q2 2017$11,102,0002140.00%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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