Pasadena Private Wealth, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$600,192
-4.5%
11,214
+0.0%
0.18%
+1.7%
Q2 2023$628,622
+0.9%
11,209
-0.7%
0.18%
-1.7%
Q1 2023$623,220
+11.9%
11,288
+4.8%
0.18%
+4.7%
Q4 2022$557,08210,7710.17%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Sageworth Trust Co 3,862,375$208,954,00029.89%
Berman Capital Advisors, LLC 761,717$41,208,00014.34%
Lee Financial Group Hawaii, Inc. 277,150$14,994,00013.88%
OGOREK ANTHONY JOSEPH /NY/ /ADV 327,380$17,711,00013.80%
Boothe Investment Group, Inc. 240,315$13,001,00012.16%
RETIREMENT CAPITAL STRATEGIES 408,634$22,107,00011.66%
Coyle Financial Counsel LLC 177,669$9,612,0009.01%
FIDUCIENT ADVISORS LLC 566,580$30,652,0008.90%
Sigma Investment Management Co 186,466$10,088,0008.37%
Cedar Wealth Management, LLC 265,408$14,359,0008.06%
View complete list of VANGUARD STAR FDS shareholders