Tolleson Wealth Management, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$1,1430.0%18,9630.0%0.22%
+0.4%
Q1 2024$1,143
+1.0%
18,963
-2.9%
0.22%
-3.9%
Q4 2023$1,132
+1.1%
19,534
-6.7%
0.23%
-13.7%
Q3 2023$1,120
-13.6%
20,934
-9.4%
0.27%
-13.7%
Q2 2023$1,296
-0.8%
23,114
-2.3%
0.31%
-7.4%
Q1 2023$1,3060.0%23,664
-6.3%
0.34%
-4.5%
Q4 2022$1,306
-99.9%
25,256
-7.6%
0.35%
-6.1%
Q3 2022$1,251,000
-13.9%
27,341
-2.9%
0.38%
-8.3%
Q2 2022$1,453,000
-16.5%
28,161
-3.4%
0.41%
-20.5%
Q1 2022$1,741,000
-8.7%
29,151
-2.8%
0.52%
+0.8%
Q4 2021$1,907,000
-2.7%
29,993
-3.2%
0.51%
-7.6%
Q3 2021$1,960,000
-3.7%
30,9870.0%0.56%
+1.3%
Q2 2021$2,035,000
+57.6%
30,987
+50.5%
0.55%
+40.5%
Q1 2021$1,291,000
+4.3%
20,5860.0%0.39%
-4.9%
Q4 2020$1,238,000
+15.3%
20,5860.0%0.41%
-5.5%
Q3 2020$1,074,000
+6.1%
20,5860.0%0.43%
-2.0%
Q2 2020$1,012,000
+17.1%
20,5860.0%0.44%
+17.5%
Q1 2020$864,00020,5860.38%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 56,137$3,687,00024.65%
Sageworth Trust Co 4,584,571$301,114,00023.71%
Mosaic Advisors LLC 432,756$28,423,00018.53%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 488,452$32,082,00017.40%
SIGNATUREFD, LLC 5,800,174$380,955,00015.19%
Hemington Wealth Management 513,107$33,701,00014.36%
UNIVEST FINANCIAL Corp 709,116$46,574,00012.79%
PFM Asset Management LLC 7,990,662$524,827,00011.48%
Sunflower Bank, N.A. 1,096,538$72,021,00011.07%
SENTINEL TRUST CO LBA 2,190,788$143,890,00010.90%
View complete list of VANGUARD STAR FDS shareholders