Wellspring Financial Advisors, 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
Wellspring Financial Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,952,117
-0.0%
2,933,7350.0%0.86%
+3.4%
Q2 2023$2,953,013
-1.1%
2,933,735
-0.0%
0.84%
-5.8%
Q1 2023$2,986,014
-58.1%
2,934,338
-2.7%
0.89%
-62.7%
Q4 2022$7,133,403
+1.3%
3,014,592
-0.3%
2.37%
-8.8%
Q3 2022$7,042,000
-8.0%
3,023,159
-0.1%
2.60%
-2.4%
Q2 2022$7,651,000
+154.0%
3,024,787
+3.1%
2.66%
+200.0%
Q1 2022$3,012,000
-0.2%
2,934,6990.0%0.89%
+5.6%
Q4 2021$3,017,000
-3.5%
2,934,699
-2.0%
0.84%
-10.7%
Q3 2021$3,126,000
+938.5%
2,995,321
+41699.1%
0.94%
+549.7%
Q1 2021$301,000
-14.2%
7,166
+6.5%
0.14%
+5.1%
Q3 2020$351,0000.0%6,728
-5.8%
0.14%
-4.8%
Q2 2020$351,000
+16.6%
7,145
-0.3%
0.14%0.0%
Q1 2020$301,0007,1660.14%
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