Asset Planning Services, Ltd. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 520 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
Asset Planning Services, Ltd. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2021$6,658,000
+0.8%
104,738
+0.3%
3.08%
-3.0%
Q3 2021$6,607,000
-3.0%
104,438
+0.7%
3.17%
-3.1%
Q2 2021$6,813,000
+3.4%
103,737
-1.3%
3.27%
+7.8%
Q1 2021$6,592,000
+5.1%
105,137
+0.8%
3.04%
+0.8%
Q4 2020$6,275,000
+14.1%
104,310
-1.1%
3.01%
+26.4%
Q3 2020$5,501,000
+5.9%
105,436
-0.2%
2.38%
+6.2%
Q2 2020$5,193,000
+14.9%
105,612
-1.9%
2.24%
+0.3%
Q1 2020$4,519,000
-18.9%
107,688
+6.3%
2.24%
-3.1%
Q4 2019$5,574,000
+6.8%
101,269
+0.2%
2.31%
+2.0%
Q3 2019$5,220,000
-1.8%
101,043
+0.3%
2.26%
-3.3%
Q2 2019$5,314,000
+3.0%
100,732
+1.3%
2.34%
-4.1%
Q1 2019$5,160,000
+19.4%
99,431
+8.6%
2.44%
+11.4%
Q4 2018$4,323,000
-11.2%
91,560
-3.4%
2.19%
-5.3%
Q3 2018$4,867,000
-9.4%
94,755
-4.6%
2.31%
-12.0%
Q2 2018$5,372,000
+24.3%
99,293
+29.9%
2.63%
+18.3%
Q1 2018$4,322,000
-5.2%
76,428
-4.8%
2.22%
-5.6%
Q4 2017$4,559,000
+10.1%
80,256
+6.0%
2.35%
+2.9%
Q3 2017$4,142,000
+15.5%
75,689
+9.7%
2.29%
-0.3%
Q2 2017$3,586,000
+15.2%
69,003
+10.1%
2.29%
+9.6%
Q1 2017$3,114,000
+35.6%
62,683
+25.2%
2.09%
+15.4%
Q4 2016$2,297,000
+11.1%
50,064
+14.3%
1.82%
+5.5%
Q3 2016$2,067,000
+11.0%
43,785
+4.6%
1.72%
+6.6%
Q2 2016$1,862,000
+28.5%
41,859
+29.8%
1.61%
+22.8%
Q1 2016$1,449,000
+17.5%
32,250
+18.0%
1.31%
+10.5%
Q4 2015$1,233,000
-4.9%
27,338
-6.6%
1.19%
-9.2%
Q3 2015$1,297,000
+667.5%
29,263
+771.2%
1.31%
+703.1%
Q2 2015$169,0003,3590.16%
Other shareholders
VANGUARD STAR FDS shareholders Q4 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