Clear Perspective Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 513 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2019$1,263,000
-40.7%
22,671
-44.5%
0.78%
-19.0%
Q3 2019$2,129,000
+110.4%
40,812
+112.7%
0.96%
+48.5%
Q2 2019$1,012,000
+99.2%
19,189
+96.0%
0.65%
+80.6%
Q1 2019$508,000
+21.0%
9,789
+10.2%
0.36%
+3.2%
Q4 2018$420,000
-37.9%
8,885
-29.0%
0.35%
-30.3%
Q3 2018$676,000
+18.8%
12,510
+19.0%
0.50%
+25.9%
Q2 2018$569,000
-22.7%
10,510
-19.2%
0.40%
-27.6%
Q1 2018$736,000
+3.8%
13,010
+4.3%
0.55%
+1.5%
Q4 2017$709,000
+15.8%
12,475
+11.6%
0.54%
+8.4%
Q3 2017$612,000
+11.9%
11,175
+6.2%
0.50%
+8.7%
Q2 2017$547,000
+229.5%
10,525
+215.1%
0.46%
+318.2%
Q1 2017$166,000
+492.9%
3,340
+443.1%
0.11%
+478.9%
Q4 2016$28,0006150.02%
Other shareholders
VANGUARD STAR FDS shareholders Q1 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