Bogart Wealth, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$60,436,316
-3.1%
1,129,229
+1.5%
3.73%
-5.6%
Q2 2023$62,372,798
+2.7%
1,112,211
+1.1%
3.95%
-2.5%
Q1 2023$60,713,096
+1.5%
1,099,676
-4.9%
4.05%
-2.6%
Q4 2022$59,797,049
+18.8%
1,156,169
+5.2%
4.16%
-0.9%
Q3 2022$50,325,000
-1.5%
1,099,526
+11.0%
4.20%
-6.3%
Q2 2022$51,100,000
-9.8%
990,126
+4.4%
4.48%
-7.5%
Q1 2022$56,678,000
-3.4%
948,746
+2.7%
4.85%
-8.6%
Q4 2021$58,703,000
+3.3%
923,445
+2.8%
5.30%
-8.4%
Q3 2021$56,844,000
+4.1%
898,585
+8.1%
5.79%
-3.0%
Q2 2021$54,606,000
+30.3%
831,396
+24.4%
5.97%
+2.2%
Q1 2021$41,906,000
+51.5%
668,353
+45.4%
5.84%
+13.7%
Q4 2020$27,658,000
+43.1%
459,738
+24.1%
5.13%
+19.7%
Q3 2020$19,321,000
+643933.3%
370,364
+726103.9%
4.29%
+428700.0%
Q2 2020$3,000
+50.0%
510.0%0.00%0.0%
Q1 2020$2,000510.00%
Other shareholders
VANGUARD STAR FDS shareholders Q2 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