Fermata Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$417,276
+2.4%
6,920
+2.4%
0.10%
+4.3%
Q1 2024$407,568
+4.0%
6,7590.0%0.09%
-1.1%
Q4 2023$391,752
+8.3%
6,7590.0%0.09%
-8.8%
Q3 2023$361,742
-4.6%
6,7590.0%0.10%
-70.3%
Q2 2023$379,0456,7590.34%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2023
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