Newman & Schimel, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 857 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
Newman & Schimel, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2022$7,655,925
+17.3%
148,026
+3.8%
3.46%
+7.3%
Q3 2022$6,526,000
-7.6%
142,586
+4.2%
3.22%
-5.1%
Q2 2022$7,060,000
-5.5%
136,799
+9.4%
3.40%
-30.2%
Q1 2022$7,469,000
-11.3%
125,031
-5.6%
4.86%
+1.8%
Q4 2021$8,423,000
+8.9%
132,505
+8.4%
4.78%
-1.2%
Q3 2021$7,734,000
-5.1%
122,252
-1.5%
4.83%
-5.6%
Q2 2021$8,148,000
+13.3%
124,062
+8.1%
5.12%
+6.4%
Q1 2021$7,194,000
+61.3%
114,745
+54.7%
4.81%
+29.7%
Q4 2020$4,461,00074,1503.71%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 56,137$3,687,00024.65%
Sageworth Trust Co 4,584,571$301,114,00023.71%
Mosaic Advisors LLC 432,756$28,423,00018.53%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 488,452$32,082,00017.40%
SIGNATUREFD, LLC 5,800,174$380,955,00015.19%
Hemington Wealth Management 513,107$33,701,00014.36%
UNIVEST FINANCIAL Corp 709,116$46,574,00012.79%
PFM Asset Management LLC 7,990,662$524,827,00011.48%
Sunflower Bank, N.A. 1,096,538$72,021,00011.07%
SENTINEL TRUST CO LBA 2,190,788$143,890,00010.90%
View complete list of VANGUARD STAR FDS shareholders