Independent Family Office, LLC - VANGUARD STAR FDS ownership

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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%.

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Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$844,224
-4.6%
15,7740.0%0.53%
-1.7%
Q2 2023$884,606
+1.6%
15,7740.0%0.54%
+6.8%
Q1 2023$870,883
+6.7%
15,7740.0%0.50%
+2.4%
Q4 2022$815,831
+13.0%
15,7740.0%0.49%
+37.6%
Q3 2022$722,000
-11.3%
15,7740.0%0.36%
-11.4%
Q2 2022$814,000
-13.6%
15,7740.0%0.40%
+30.5%
Q1 2022$942,000
-6.1%
15,7740.0%0.31%
-18.7%
Q4 2021$1,003,000
+0.5%
15,7740.0%0.38%
-7.6%
Q3 2021$998,000
-3.7%
15,7740.0%0.41%
+1.5%
Q2 2021$1,036,000
+4.8%
15,7740.0%0.40%
+4.1%
Q1 2021$989,000
+4.2%
15,7740.0%0.39%
-2.0%
Q4 2020$949,000
+15.3%
15,7740.0%0.40%
+1.5%
Q3 2020$823,000
+6.1%
15,7740.0%0.39%
-3.0%
Q2 2020$776,000
+17.2%
15,7740.0%0.40%
-2.4%
Q1 2020$662,000
-17.1%
15,774
+9.9%
0.41%
-17.9%
Q4 2019$799,000–14,354–0.50%–
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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