LIBERTY WEALTH MANAGEMENT LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2023$249,182
+23.4%
4,513
+14.9%
0.05%
-37.8%
Q2 2022$202,000
-34.4%
3,929
-18.4%
0.08%
-25.5%
Q3 2021$308,000
+53.2%
4,815
+57.4%
0.11%
+41.0%
Q2 2021$201,000
+3.1%
3,060
-3.8%
0.08%
-17.9%
Q1 2021$195,0000.0%3,1800.0%0.10%0.0%
Q4 2020$195,000
+10.2%
3,180
-6.2%
0.10%
-8.7%
Q3 2020$177,000
+6.6%
3,389
+0.2%
0.10%
-11.1%
Q2 2020$166,000
+16.9%
3,383
+0.1%
0.12%
-5.6%
Q1 2020$142,000
-24.5%
3,378
+0.2%
0.12%
-16.2%
Q4 2019$188,000
+33.3%
3,370
+23.4%
0.15%
+11.3%
Q3 2019$141,000
-2.1%
2,732
+0.2%
0.13%
+5.6%
Q2 2019$144,000
+2.9%
2,726
+0.4%
0.13%
+20.0%
Q1 2019$140,000
-2.8%
2,715
-11.2%
0.10%
-1.9%
Q4 2018$144,0003,0570.11%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2022
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