BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$8,783
-4.1%
164
+0.6%
0.01%0.0%
Q2 2023$9,154
+2.7%
163
+1.2%
0.01%0.0%
Q1 2023$8,912
+7.1%
1610.0%0.01%0.0%
Q4 2022$8,318
+18.8%
161
+1.3%
0.01%
+20.0%
Q3 2022$7,000
-12.5%
159
+0.6%
0.01%
-16.7%
Q2 2022$8,000
-11.1%
158
+1.3%
0.01%0.0%
Q1 2022$9,0000.0%1560.0%0.01%
+20.0%
Q4 2021$9,000
-10.0%
156
+2.0%
0.01%
-16.7%
Q3 2021$10,0000.0%1530.0%0.01%0.0%
Q2 2021$10,0000.0%153
+0.7%
0.01%0.0%
Q1 2021$10,0000.0%152
+0.7%
0.01%0.0%
Q4 2020$10,000
+25.0%
151
+0.7%
0.01%0.0%
Q3 2020$8,000
+14.3%
1500.0%0.01%
-14.3%
Q2 2020$7,0000.0%1500.0%0.01%0.0%
Q1 2020$7,000
-12.5%
1500.0%0.01%
+16.7%
Q4 2019$8,0001500.01%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2023
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