West Financial Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
West Financial Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,860,186
-4.7%
53,441
-0.1%
0.72%
-2.7%
Q2 2023$3,000,209
+20.8%
53,499
+19.0%
0.74%
+13.5%
Q1 2023$2,482,657
-12.2%
44,968
-17.7%
0.65%
-17.6%
Q4 2022$2,827,350
-19.0%
54,666
-28.3%
0.79%
-24.5%
Q3 2022$3,489,000
-12.6%
76,234
-1.4%
1.04%
-9.9%
Q2 2022$3,991,000
-16.3%
77,327
-3.1%
1.16%
-7.5%
Q1 2022$4,767,000
+66.9%
79,803
+77.5%
1.25%
+63.5%
Q4 2021$2,857,000
+4.2%
44,949
+3.7%
0.77%
-4.5%
Q3 2021$2,742,000
+12.7%
43,339
+17.0%
0.80%
+8.1%
Q2 2021$2,432,000
-59.8%
37,031
-61.6%
0.74%
-63.4%
Q1 2021$6,050,000
+3.0%
96,493
-1.2%
2.03%
-2.5%
Q4 2020$5,873,00097,6222.08%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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