Investment Research & Advisory Group, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$980,548
-5.2%
18,321
-0.7%
0.56%
-7.2%
Q2 2023$1,034,835
-3.5%
18,453
-5.0%
0.60%
-12.9%
Q1 2023$1,072,609
-56.9%
19,427
-59.6%
0.69%
-57.9%
Q4 2022$2,488,027
+171.0%
48,105
+139.9%
1.63%
+137.8%
Q3 2022$918,000
-6.6%
20,049
+5.3%
0.69%
-3.4%
Q2 2022$983,000
+21.7%
19,048
+40.9%
0.71%
+40.5%
Q1 2022$808,000
-46.0%
13,520
-42.6%
0.51%
-44.3%
Q4 2021$1,497,000
+123.8%
23,543
+123.4%
0.91%
+107.1%
Q3 2021$669,000
-3.3%
10,539
+0.1%
0.44%
-3.7%
Q2 2021$692,000
+1.9%
10,532
-2.7%
0.46%
-8.6%
Q1 2021$679,000
+7.8%
10,828
+3.4%
0.50%
+6.6%
Q4 2020$630,000
+31.2%
10,471
+13.9%
0.47%
+17.3%
Q3 2020$480,000
-2.4%
9,197
-8.3%
0.40%
-9.7%
Q2 2020$492,000
-92.2%
10,028
-93.4%
0.44%
-92.5%
Q1 2020$6,330,000
+1795.2%
150,859
+2413.9%
5.87%
+1799.7%
Q4 2019$334,0006,0010.31%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2021
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