Bay Harbor Wealth Management, 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
Bay Harbor Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2021$3,000
-25.0%
49
-19.7%
0.00%
-50.0%
Q2 2021$4,0000.0%610.0%0.00%0.0%
Q1 2021$4,000
-20.0%
61
-29.1%
0.00%0.0%
Q4 2020$5,0000.0%86
-7.5%
0.00%0.0%
Q3 2020$5,000
+25.0%
93
+3.3%
0.00%0.0%
Q2 2020$4,000
-20.0%
90
-29.1%
0.00%
-33.3%
Q1 2020$5,000
-28.6%
127
-3.1%
0.00%
-25.0%
Q4 2019$7,000
-78.1%
131
-78.9%
0.00%
-78.9%
Q3 2019$32,000
-40.7%
620
-39.9%
0.02%
-42.4%
Q2 2019$54,000
+1.9%
1,031
+0.6%
0.03%
-8.3%
Q1 2019$53,000
-20.9%
1,025
-28.0%
0.04%
-32.1%
Q4 2018$67,0001,4240.05%
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