Montz Harcus Wealth Management LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

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 Q3 2023
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