IFP Advisors, Inc - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 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
IFP Advisors, Inc ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$654,838
-74.8%
12,237
-73.5%
0.03%
-49.1%
Q2 2023$2,597,221
+74.4%
46,182
+74.9%
0.06%
-12.3%
Q1 2023$1,489,389
+108693.9%
26,409
+9.4%
0.06%
+75.7%
Q4 2022$1,369
-99.9%
24,140
+9.0%
0.04%
+12.1%
Q3 2022$1,258,000
+15.8%
22,152
+15.9%
0.03%
-2.9%
Q2 2022$1,086,000
-52.6%
19,114
-52.3%
0.03%
+17.2%
Q1 2022$2,293,000
+78.9%
40,063
+101.6%
0.03%
+16.0%
Q4 2021$1,282,000
-2.4%
19,869
-2.9%
0.02%
-3.8%
Q3 2021$1,314,000
+7.0%
20,458
+9.5%
0.03%
+4.0%
Q2 2021$1,228,000
+34.1%
18,677
+27.4%
0.02%
+38.9%
Q1 2021$916,000
+27.6%
14,660
+22.5%
0.02%
-37.9%
Q4 2020$718,000
+8.1%
11,971
-5.8%
0.03%
-27.5%
Q3 2020$664,000
-38.5%
12,708
-42.0%
0.04%
-53.5%
Q2 2020$1,080,000
-2.3%
21,898
-15.6%
0.09%
-23.2%
Q1 2020$1,105,000
-23.8%
25,953
-0.0%
0.11%
+2.8%
Q4 2019$1,450,000
+75.5%
25,958
+61.4%
0.11%
+98.2%
Q3 2019$826,000
+351.4%
16,084
+359.9%
0.06%
+120.0%
Q1 2019$183,000
-77.2%
3,497
-79.5%
0.02%
-49.0%
Q4 2018$804,000
-46.6%
17,059
-38.9%
0.05%
-19.7%
Q3 2018$1,507,000
-20.7%
27,910
-20.6%
0.06%
-23.8%
Q2 2018$1,901,000
-2.8%
35,138
+2.0%
0.08%
-10.1%
Q1 2018$1,956,0000.0%34,4370.0%0.09%0.0%
Q4 2017$1,956,000
-19.3%
34,437
-22.3%
0.09%
-7.3%
Q3 2017$2,425,000
+4.6%
44,317
-0.7%
0.10%
-2.0%
Q2 2017$2,319,000
-9.5%
44,616
-13.5%
0.10%
-12.5%
Q1 2017$2,563,000
+169.8%
51,584
+149.1%
0.11%
+143.5%
Q4 2016$950,000
-0.5%
20,709
+2.4%
0.05%
-8.0%
Q3 2016$955,000
+17.3%
20,229
+10.6%
0.05%
+11.1%
Q2 2016$814,000
+344.8%
18,295
+423.2%
0.04%
+80.0%
Q1 2016$183,000
-52.0%
3,497
-58.6%
0.02%
-3.8%
Q4 2015$381,0008,4530.03%
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