Fortis Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$135,165
-4.0%
2,526
-97.4%
0.10%
+1.1%
Q2 2023$140,869
+50.9%
96,701
+3.6%
0.10%
+55.7%
Q1 2023$93,364
+7.0%
93,364
+7.0%
0.06%
-7.6%
Q4 2022$87,268
+10.5%
87,268
+10.1%
0.07%
+17.9%
Q3 2022$79,000
-8.1%
79,297
-7.3%
0.06%
-1.8%
Q2 2022$86,000
-99.4%
85,534
-75.2%
0.06%
-99.3%
Q1 2022$14,820,000
-3.5%
344,336
+0.1%
8.13%
-8.8%
Q4 2021$15,362,000
+0.5%
344,021
+0.6%
8.92%
-4.6%
Q3 2021$15,293,000
+9.9%
342,114
+8.4%
9.34%
+16.2%
Q2 2021$13,917,000
+40.6%
315,598
+99.9%
8.04%
+14.3%
Q1 2021$9,900,000157,9027.04%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2022
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