Steward Partners Investment Advisory, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$4,761,066
+8.5%
88,959
+13.7%
0.07%
+10.6%
Q2 2023$4,387,399
+18.4%
78,235
+16.6%
0.07%
+11.9%
Q1 2023$3,705,955
+14.8%
67,125
+7.6%
0.06%
+7.3%
Q4 2022$3,227,852
+12.8%
62,410
-0.2%
0.06%
+3.8%
Q3 2022$2,861,000
-22.9%
62,519
-13.1%
0.05%
-22.1%
Q2 2022$3,711,000
-12.2%
71,903
+1.7%
0.07%
+4.6%
Q1 2022$4,225,000
-10.3%
70,719
-4.6%
0.06%
-9.7%
Q4 2021$4,712,000
+5.8%
74,129
+5.3%
0.07%
-6.5%
Q3 2021$4,455,000
-2.0%
70,429
+1.7%
0.08%0.0%
Q2 2021$4,548,000
-100.0%
69,239
-61.3%
0.08%
-21.4%
Q1 2021$11,209,200,000
+280130.0%
178,776
+168.8%
0.10%
+12.6%
Q4 2020$4,000,000
+25.5%
66,497
+8.9%
0.09%
+8.8%
Q3 2020$3,187,000
+30.6%
61,083
+23.0%
0.08%
+14.3%
Q2 2020$2,441,000
+27.6%
49,652
+8.9%
0.07%0.0%
Q1 2020$1,913,000
-43.4%
45,595
-24.8%
0.07%
-30.0%
Q4 2019$3,378,000
+10.5%
60,661
+2.5%
0.10%
-2.9%
Q3 2019$3,057,000
-37.4%
59,183
-36.1%
0.10%
-42.5%
Q2 2019$4,882,000
-19.7%
92,558
-20.9%
0.18%
-30.6%
Q1 2019$6,076,000
+6.0%
117,086
-3.5%
0.26%
-7.5%
Q4 2018$5,731,000
-8.4%
121,380
+4.8%
0.28%
-6.4%
Q3 2018$6,256,000
+788.6%
115,857
+790.2%
0.30%
+609.5%
Q2 2018$704,000
+136.2%
13,015
+147.0%
0.04%
+110.0%
Q1 2018$298,000
+508.2%
5,270
+500.2%
0.02%
+400.0%
Q4 2017$49,000
+2.1%
8780.0%0.00%
-20.0%
Q3 2017$48,000
+2.1%
878
-4.0%
0.01%0.0%
Q2 2017$47,000
+30.6%
915
+15.7%
0.01%
-68.8%
Q4 2016$36,0007910.02%
Other shareholders
VANGUARD STAR FDS shareholders Q1 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