Principle Wealth Partners 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
Principle Wealth Partners LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,341,875
+46737.5%
43,757
+43223.8%
0.24%
+23400.0%
Q2 2020$5,000
-98.3%
101
-98.1%
0.00%
-99.0%
Q4 2019$301,000
+7.5%
5,4130.0%0.10%
-1.0%
Q3 2019$280,000
+16.7%
5,413
+19.1%
0.10%
-21.1%
Q2 2019$240,000
+1.7%
4,5460.0%0.12%
-8.9%
Q1 2019$236,000
+8.8%
4,546
-1.2%
0.14%
-25.8%
Q4 2018$217,0004,6030.18%
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