Selective Wealth Management, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2023$507,717
+83.5%
8,912
+80.2%
0.26%
+75.3%
Q4 2022$276,679
+33.0%
4,946
+8.9%
0.15%
+64.0%
Q3 2022$208,000
-19.7%
4,543
-9.5%
0.09%
-3.3%
Q2 2022$259,000
+53.3%
5,020
+77.0%
0.09%
+50.8%
Q1 2022$169,0002,8360.06%
Other shareholders
VANGUARD STAR FDS shareholders Q1 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