SAX WEALTH ADVISORS, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 705 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2024$203,573
-5.3%
3,376
-0.2%
0.02%
-46.7%
Q4 2021$215,000
+0.5%
3,382
+0.0%
0.04%
-11.8%
Q3 2021$214,000
-3.6%
3,381
+0.0%
0.05%
-32.9%
Q2 2021$222,000
+4.7%
3,380
+0.2%
0.08%
-2.6%
Q1 2021$212,000
+5.0%
3,374
+0.6%
0.08%
-16.1%
Q4 2020$202,0003,3530.09%
Other shareholders
VANGUARD STAR FDS shareholders Q2 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