Intersect Capital LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2022$268,000
-14.6%
5,186
-1.3%
0.08%
+35.0%
Q1 2022$314,000
-12.0%
5,255
-6.5%
0.06%
-9.1%
Q4 2021$357,000
+9.5%
5,618
+9.0%
0.07%
+17.9%
Q3 2021$326,000
+0.9%
5,152
+4.8%
0.06%
-1.8%
Q2 2021$323,000
+5.6%
4,916
+0.7%
0.06%
-8.1%
Q1 2021$306,000
-4.4%
4,884
-8.2%
0.06%
-11.4%
Q4 2020$320,000
-14.4%
5,321
-25.7%
0.07%
-30.7%
Q3 2020$374,000
+6.6%
7,163
+0.4%
0.10%
-10.6%
Q2 2020$351,000
+17.4%
7,136
+0.3%
0.11%
-5.0%
Q1 2020$299,000
-25.2%
7,115
-0.9%
0.12%
-11.2%
Q4 2019$400,000
+8.7%
7,176
+0.6%
0.13%
-2.2%
Q3 2019$368,000
-1.9%
7,131
+0.3%
0.14%
-5.5%
Q2 2019$375,000
+2.2%
7,109
+0.7%
0.14%
-6.5%
Q1 2019$367,000
+10.2%
7,063
+0.2%
0.16%
-3.1%
Q4 2018$333,000
-20.0%
7,051
-8.6%
0.16%
-12.1%
Q3 2018$416,000
+8.9%
7,712
+9.4%
0.18%
-1.1%
Q2 2018$382,000
-3.8%
7,052
+0.5%
0.18%
-12.4%
Q1 2018$397,000
+74.1%
7,016
+74.7%
0.21%
+70.7%
Q4 2017$228,0004,0160.12%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2020
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