SIMON QUICK ADVISORS, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2022$1,147,000
+69.7%
21,633
+91.1%
0.15%
-21.9%
Q1 2022$676,000
+22433.3%
11,321
+23004.1%
0.19%
+19100.0%
Q4 2021$3,0000.0%49
+2.1%
0.00%0.0%
Q3 2021$3,0000.0%48
+2.1%
0.00%0.0%
Q2 2021$3,000
+50.0%
470.0%0.00%0.0%
Q1 2021$2,000
-33.3%
470.0%0.00%0.0%
Q4 2020$3,000
+50.0%
47
+2.2%
0.00%0.0%
Q3 2020$2,0000.0%460.0%0.00%0.0%
Q2 2020$2,0000.0%460.0%0.00%0.0%
Q1 2020$2,000
-33.3%
460.0%0.00%0.0%
Q4 2019$3,000
+50.0%
460.0%0.00%0.0%
Q3 2019$2,000
-99.9%
460.0%0.00%0.0%
Q2 2019$2,403,000
+120050.0%
46
+2.2%
0.00%0.0%
Q1 2019$2,0000.0%450.0%0.00%0.0%
Q4 2018$2,0000.0%45
+2.3%
0.00%0.0%
Q3 2018$2,0000.0%440.0%0.00%0.0%
Q2 2018$2,000
-33.3%
440.0%0.00%0.0%
Q4 2017$3,000
-50.0%
44
-61.1%
0.00%
-50.0%
Q3 2017$6,000
+200.0%
113
+162.8%
0.00%
+100.0%
Q2 2017$2,0000.0%43
+2.4%
0.00%0.0%
Q1 2017$2,0000.0%420.0%0.00%0.0%
Q4 2016$2,000420.00%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Sageworth Trust Co 3,862,375$208,954,00029.89%
Berman Capital Advisors, LLC 761,717$41,208,00014.34%
Lee Financial Group Hawaii, Inc. 277,150$14,994,00013.88%
OGOREK ANTHONY JOSEPH /NY/ /ADV 327,380$17,711,00013.80%
Boothe Investment Group, Inc. 240,315$13,001,00012.16%
RETIREMENT CAPITAL STRATEGIES 408,634$22,107,00011.66%
Coyle Financial Counsel LLC 177,669$9,612,0009.01%
FIDUCIENT ADVISORS LLC 566,580$30,652,0008.90%
Sigma Investment Management Co 186,466$10,088,0008.37%
Cedar Wealth Management, LLC 265,408$14,359,0008.06%
View complete list of VANGUARD STAR FDS shareholders