GUARDIAN WEALTH ADVISORS, LLC / NC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,109 filers reported holding VANGUARD STAR FDS in Q1 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.9%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$781,5480.0%12,9610.0%0.09%
-5.2%
Q1 2024$781,548
+133.6%
12,961
+124.5%
0.10%
+88.2%
Q4 2023$334,603
+8.3%
5,7730.0%0.05%
-3.8%
Q3 2023$308,971
-8.3%
5,773
-3.9%
0.05%
-8.6%
Q2 2023$336,929
-6.5%
6,008
-8.0%
0.06%
-7.9%
Q1 2023$360,356
+6.7%
6,5270.0%0.06%
-3.1%
Q4 2022$337,576
+13.7%
6,527
+0.6%
0.06%
+18.2%
Q3 2022$297,000
-47.2%
6,490
-40.5%
0.06%
-46.6%
Q2 2022$563,000
+45.1%
10,912
+67.9%
0.10%
-38.3%
Q1 2022$388,000
+37.6%
6,498
+46.4%
0.17%
+38.0%
Q4 2021$282,0004,4380.12%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2024
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