AJ WEALTH STRATEGIES, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2023$34,918,925
-23.6%
622,663
-24.8%
1.69%
-29.1%
Q1 2023$45,690,156
+104944.5%
827,570
-1.6%
2.38%
+4.2%
Q4 2022$43,496
-99.7%
840,982
+175.7%
2.28%
+180.7%
Q3 2022$13,962,000
+14.8%
305,045
+29.4%
0.81%
+27.0%
Q2 2022$12,164,000
-67.4%
235,698
-62.3%
0.64%
-65.1%
Q1 2022$37,303,000
+7736.8%
624,431
+8244.7%
1.84%
+7895.7%
Q4 2021$476,000
+0.6%
7,483
+0.1%
0.02%
-11.5%
Q3 2021$473,000
-3.7%
7,473
+0.0%
0.03%
-10.3%
Q2 2021$491,000
+4.9%
7,470
+0.1%
0.03%
-12.1%
Q1 2021$468,000
+5.2%
7,465
+0.9%
0.03%
-15.4%
Q4 2020$445,000
+15.3%
7,396
+0.1%
0.04%0.0%
Q3 2020$386,000
+6.3%
7,390
+0.1%
0.04%
-2.5%
Q2 2020$363,000
-52.7%
7,386
-59.7%
0.04%
-61.5%
Q1 2020$768,00018,3080.10%
Other shareholders
VANGUARD STAR FDS shareholders Q4 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