Nicholas Hoffman & Company, 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
Nicholas Hoffman & Company, LLC. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$7,408,415
-4.3%
138,423
+0.2%
0.55%
+80.5%
Q2 2023$7,745,200
+1.2%
138,110
-0.3%
0.30%
-56.0%
Q1 2023$7,650,395
+16.9%
138,569
+9.5%
0.69%
-2.3%
Q4 2022$6,546,787
-20.2%
126,581
-29.4%
0.70%
+82.4%
Q3 2022$8,201,000
-10.2%
179,185
+1.3%
0.39%
-9.6%
Q2 2022$9,128,000
-13.2%
176,867
+0.5%
0.43%
+1.9%
Q1 2022$10,514,000
+16.0%
175,991
+23.5%
0.42%
+44.0%
Q4 2021$9,061,000
+40.2%
142,536
+39.5%
0.29%
-74.3%
Q3 2021$6,464,000
-3.1%
102,175
+0.6%
1.13%
-5.8%
Q2 2021$6,672,000
+5.4%
101,590
+0.6%
1.20%
-5.6%
Q1 2021$6,329,000
+25.4%
100,943
+20.3%
1.28%
+9.5%
Q4 2020$5,046,000
+15.6%
83,883
+0.2%
1.16%
+0.7%
Q3 2020$4,366,000
+10.2%
83,682
+3.8%
1.16%
+1.2%
Q2 2020$3,962,000
+8.8%
80,582
-7.2%
1.14%
-6.9%
Q1 2020$3,643,000
+25.2%
86,812
+66.2%
1.23%
+52.7%
Q4 2019$2,909,000
+7.9%
52,239
+0.1%
0.80%
-2.2%
Q3 2019$2,697,000
-48.7%
52,211
-47.6%
0.82%
+0.5%
Q2 2019$5,256,000
+107.9%
99,648
+104.6%
0.82%
+0.7%
Q1 2019$2,528,000
-1.7%
48,702
-10.6%
0.81%
-8.3%
Q4 2018$2,572,000
-41.9%
54,459
-33.6%
0.88%
+18.5%
Q3 2018$4,430,000
+160.6%
82,026
+161.1%
0.75%
+19.6%
Q2 2018$1,700,000
-2.5%
31,418
+1.9%
0.62%
-8.1%
Q1 2018$1,744,000
-0.5%
30,8360.0%0.68%
-1.3%
Q4 2017$1,752,000
+3.8%
30,836
+0.0%
0.69%
-3.2%
Q3 2017$1,688,000
+7.3%
30,834
+1.9%
0.71%
-0.6%
Q2 2017$1,573,000
+4.6%
30,272
+0.0%
0.72%
+1.4%
Q1 2017$1,504,000
+7.5%
30,270
+0.0%
0.70%
-0.1%
Q4 2016$1,399,000
+32.6%
30,269
+35.5%
0.71%
+22.4%
Q3 2016$1,055,000
+6.7%
22,343
+0.5%
0.58%
+0.9%
Q2 2016$989,00022,2270.57%
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