Comprehensive Financial Management LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
Comprehensive Financial Management LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,064,186
-4.6%
38,5680.0%0.08%
+5.6%
Q2 2023$2,162,921
+1.6%
38,5680.0%0.07%
+9.2%
Q1 2023$2,129,367
+6.7%
38,5680.0%0.06%
+1.6%
Q4 2022$1,994,763
+13.0%
38,5680.0%0.06%
+39.1%
Q3 2022$1,765,000
-11.4%
38,5680.0%0.05%
-17.9%
Q2 2022$1,991,000
-13.6%
38,5680.0%0.06%
+33.3%
Q1 2022$2,304,000
-6.0%
38,5680.0%0.04%
+35.5%
Q4 2021$2,452,000
+0.5%
38,5680.0%0.03%
+34.8%
Q3 2021$2,440,000
-3.7%
38,5680.0%0.02%
+9.5%
Q2 2021$2,533,000
+4.8%
38,5680.0%0.02%
-12.5%
Q1 2021$2,418,000
+4.2%
38,5680.0%0.02%0.0%
Q4 2020$2,320,000
+15.3%
38,5680.0%0.02%
+9.1%
Q3 2020$2,012,000
+6.1%
38,5680.0%0.02%
-4.3%
Q2 2020$1,896,000
+17.2%
38,5680.0%0.02%
-30.3%
Q1 2020$1,618,000
-24.5%
38,568
+0.3%
0.03%
-17.5%
Q4 2019$2,142,00038,4710.04%
Other shareholders
VANGUARD STAR FDS shareholders Q1 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