Montz Harcus Wealth Management 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
Montz Harcus Wealth Management LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$203,162
-4.0%
3,796
+0.5%
0.17%
-0.6%
Q2 2023$211,734
+2.7%
3,776
+1.1%
0.18%
-7.9%
Q1 2023$206,135
-4.6%
3,734
+3.2%
0.19%
-2.1%
Q1 2022$216,000
-6.1%
3,618
+0.2%
0.19%
-3.5%
Q4 2021$230,0003,6120.20%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Sageworth Trust Co 3,862,375$208,954,00029.89%
Berman Capital Advisors, LLC 761,717$41,208,00014.34%
Lee Financial Group Hawaii, Inc. 277,150$14,994,00013.88%
OGOREK ANTHONY JOSEPH /NY/ /ADV 327,380$17,711,00013.80%
Boothe Investment Group, Inc. 240,315$13,001,00012.16%
RETIREMENT CAPITAL STRATEGIES 408,634$22,107,00011.66%
Coyle Financial Counsel LLC 177,669$9,612,0009.01%
FIDUCIENT ADVISORS LLC 566,580$30,652,0008.90%
Sigma Investment Management Co 186,466$10,088,0008.37%
Cedar Wealth Management, LLC 265,408$14,359,0008.06%
View complete list of VANGUARD STAR FDS shareholders