INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 438 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2019$51,000
-1.9%
9930.0%0.01%0.0%
Q2 2019$52,0000.0%9930.0%0.01%0.0%
Q1 2019$52,000
+10.6%
9930.0%0.01%0.0%
Q4 2018$47,000
-13.0%
9930.0%0.01%0.0%
Q3 2018$54,0000.0%9930.0%0.01%0.0%
Q2 2018$54,0009930.01%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 56,137$3,687,00024.65%
Sageworth Trust Co 4,584,571$301,114,00023.71%
Mosaic Advisors LLC 432,756$28,423,00018.53%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 488,452$32,082,00017.40%
SIGNATUREFD, LLC 5,800,174$380,955,00015.19%
Hemington Wealth Management 513,107$33,701,00014.36%
UNIVEST FINANCIAL Corp 709,116$46,574,00012.79%
PFM Asset Management LLC 7,990,662$524,827,00011.48%
Sunflower Bank, N.A. 1,096,538$72,021,00011.07%
SENTINEL TRUST CO LBA 2,190,788$143,890,00010.90%
View complete list of VANGUARD STAR FDS shareholders