Fiduciary Group LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Fiduciary Group LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$7,509,304
+88.6%
140,308
+97.6%
0.48%
-2.0%
Q2 2023$3,982,589
-50.3%
71,016
-50.8%
0.49%
-5.6%
Q1 2023$8,011,739
+109.6%
144,387
+95.3%
0.52%
+1.8%
Q4 2022$3,822,974
-3.6%
73,917
-4.6%
0.51%
-1.0%
Q3 2022$3,965,000
-15.0%
77,516
-10.1%
0.51%
-11.8%
Q2 2022$4,664,000
+2.1%
86,209
-0.2%
0.58%
-3.3%
Q1 2022$4,568,000
-14.7%
86,343
+2.5%
0.60%
+1.2%
Q4 2021$5,354,000
-2.2%
84,226
+0.8%
0.60%
-4.0%
Q3 2021$5,475,000
-3.4%
83,583
-3.3%
0.62%
-5.3%
Q2 2021$5,668,000
+1.5%
86,430
-0.2%
0.66%
-3.4%
Q1 2021$5,582,000
+0.1%
86,623
-0.5%
0.68%
-7.7%
Q4 2020$5,579,000
+20.8%
87,063
-1.7%
0.74%
+5.4%
Q3 2020$4,619,000
+6.5%
88,539
+0.4%
0.70%
-3.6%
Q2 2020$4,338,000
+8.0%
88,218
-7.9%
0.72%
-8.1%
Q1 2020$4,018,000
-25.2%
95,760
-0.8%
0.79%
-8.1%
Q4 2019$5,375,000
+9.8%
96,525
+1.8%
0.86%
+0.1%
Q3 2019$4,896,000
-5.4%
94,778
-3.4%
0.86%
-7.9%
Q2 2019$5,173,000
-6.7%
98,066
-8.2%
0.93%
-10.0%
Q1 2019$5,544,000
+12.3%
106,817
+2.2%
1.03%
+1.2%
Q4 2018$4,936,000
-21.1%
104,538
-9.8%
1.02%
-16.8%
Q3 2018$6,256,000
+0.2%
115,844
+0.4%
1.23%
-7.1%
Q2 2018$6,242,000
-5.4%
115,379
-1.1%
1.32%
-7.7%
Q1 2018$6,595,000
+4.5%
116,621
+5.0%
1.43%
+6.1%
Q4 2017$6,309,000
+2.9%
111,046
-0.9%
1.35%
-2.4%
Q3 2017$6,132,000
-0.3%
112,046
-5.4%
1.38%
-2.8%
Q2 2017$6,153,000
-1.4%
118,393
-5.8%
1.42%
-4.1%
Q1 2017$6,243,000
+8.9%
125,669
+0.6%
1.48%
-0.1%
Q4 2016$5,732,000
-14.1%
124,924
-11.6%
1.48%
-18.0%
Q3 2016$6,671,000
-3.0%
141,296
-8.6%
1.81%
-5.3%
Q2 2016$6,874,000
-10.2%
154,552
-9.3%
1.91%
-13.9%
Q1 2016$7,657,000
-0.0%
170,466
+0.4%
2.22%
-2.8%
Q4 2015$7,658,000
+210.9%
169,757
+205.4%
2.28%
+178.6%
Q3 2015$2,463,000
+255.9%
55,584
+304.3%
0.82%
+275.7%
Q2 2015$692,00013,7470.22%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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