SOA Wealth Advisors, LLC. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 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
SOA Wealth Advisors, LLC. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$58,274
-10.4%
1,089
-6.1%
0.01%
-6.7%
Q2 2023$65,052
-27.9%
1,160
-29.0%
0.02%
-31.8%
Q1 2023$90,216
+6.9%
1,634
+0.1%
0.02%
-4.3%
Q4 2022$84,388
-24.7%
1,632
-33.6%
0.02%
-32.4%
Q3 2022$112,000
-6.7%
2,458
+5.3%
0.03%
-2.9%
Q2 2022$120,000
+10.1%
2,334
+27.1%
0.04%
+29.6%
Q1 2022$109,000
-6.0%
1,837
+0.1%
0.03%
-3.6%
Q4 2021$116,000
+0.9%
1,835
+0.7%
0.03%
-3.4%
Q3 2021$115,000
-3.4%
1,822
+0.3%
0.03%
-6.5%
Q2 2021$119,000
+54.5%
1,817
+48.0%
0.03%
+40.9%
Q1 2021$77,000
-28.0%
1,228
-27.3%
0.02%
-24.1%
Q4 2020$107,0001,6900.03%
Other shareholders
VANGUARD STAR FDS shareholders Q4 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