Berman Capital Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2021$11,415,000
-29.6%
180,449
-26.9%
1.80%
-30.4%
Q2 2021$16,221,000
+48.3%
246,976
+41.5%
2.58%
+12.9%
Q1 2021$10,941,000
+6.1%
174,509
+1.8%
2.29%
-7.4%
Q4 2020$10,311,000
+12.9%
171,402
-2.1%
2.47%
-4.7%
Q3 2020$9,129,000
-17.4%
175,000
-22.2%
2.59%
-10.7%
Q2 2020$11,053,000
-24.7%
224,815
-35.8%
2.90%
-38.8%
Q1 2020$14,688,000
-30.1%
350,052
-7.3%
4.74%
-21.8%
Q4 2019$21,018,000
+17.4%
377,424
+8.9%
6.06%
+8.5%
Q3 2019$17,909,000
-13.2%
346,698
-11.4%
5.58%
-15.0%
Q2 2019$20,634,000
-12.8%
391,159
-14.2%
6.57%
-17.1%
Q1 2019$23,666,000
-4.9%
456,019
-13.5%
7.92%
-18.9%
Q4 2018$24,886,000
-30.0%
527,045
-20.0%
9.77%
-34.8%
Q3 2018$35,567,000
-13.7%
658,655
-13.5%
14.98%
+4.5%
Q2 2018$41,208,000
+7.8%
761,717
+12.7%
14.34%
-1.6%
Q1 2018$38,223,000
+9.3%
675,915
+9.8%
14.58%
+26.0%
Q4 2017$34,967,000615,50911.57%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2023
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