CATALYST PRIVATE WEALTH, 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
CATALYST PRIVATE WEALTH, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2023$5,094,515
+23.1%
87,897
+13.6%
2.39%
-2.2%
Q3 2023$4,139,562
-28.1%
77,346
-24.7%
2.45%
-32.2%
Q2 2023$5,759,308
+283.5%
102,698
+277.6%
3.61%
+247.9%
Q1 2023$1,501,661
+8.1%
27,199
+1.3%
1.04%
-8.1%
Q4 2022$1,388,531
+25.1%
26,847
+10.7%
1.13%
+34.7%
Q3 2022$1,110,000
+17.0%
24,243
+31.9%
0.84%
+24.7%
Q2 2022$949,000
-41.8%
18,385
-32.7%
0.67%
-17.6%
Q1 2022$1,631,000
+38.0%
27,302
+46.8%
0.82%
+60.3%
Q4 2021$1,182,00018,5930.51%
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