Strategic Financial Concepts, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 959 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$2,171,403
-40.9%
1,562,908
+2466.1%
1.26%
+42.9%
Q1 2024$3,672,661
-12.9%
60,906
-16.3%
0.88%
-64.6%
Q4 2023$4,216,762
-11.5%
72,753
-18.3%
2.50%
+55.4%
Q3 2023$4,765,087
-27.9%
89,034
-24.4%
1.61%
-33.9%
Q2 2023$6,608,163
-13.2%
117,835
-14.6%
2.44%
-20.7%
Q1 2023$7,614,299137,9153.07%
Other shareholders
VANGUARD STAR FDS shareholders Q2 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