OGOREK ANTHONY JOSEPH /NY/ /ADV - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$7,606
-5.3%
142,131
-0.7%
3.00%
-2.4%
Q2 2023$8,030
+3.8%
143,194
+2.2%
3.08%
-2.7%
Q1 2023$7,735
+9.9%
140,113
+3.0%
3.16%
+3.3%
Q4 2022$7,039
-99.9%
136,098
-0.8%
3.06%
+2.6%
Q3 2022$6,277,000
-4.9%
137,144
+7.2%
2.98%
-1.7%
Q2 2022$6,603,000
-11.4%
127,951
+2.6%
3.04%
-0.6%
Q1 2022$7,453,000
+43.4%
124,767
+52.6%
3.05%
+37.6%
Q4 2021$5,197,000
+4.6%
81,763
+4.1%
2.22%
-2.1%
Q3 2021$4,967,000
-0.6%
78,532
+3.2%
2.27%
+1.3%
Q2 2021$4,998,000
+28.8%
76,097
+22.9%
2.24%
+17.1%
Q1 2021$3,880,000
+1974.9%
61,897
+1619.8%
1.91%
+1638.2%
Q3 2020$187,000
-13.0%
3,599
-17.8%
0.11%
-27.6%
Q2 2020$215,000
-49.2%
4,376
-56.6%
0.15%
-33.9%
Q1 2020$423,000
+0.5%
10,087
+33.4%
0.23%
+12.2%
Q4 2019$421,000
+321.0%
7,564
+295.4%
0.20%
+206.0%
Q2 2019$100,000
-18.0%
1,913
-18.8%
0.07%
-17.3%
Q1 2019$122,000
-96.9%
2,357
-97.1%
0.08%
-97.4%
Q4 2018$3,894,000
-82.8%
82,466
-80.3%
3.10%
-81.4%
Q3 2018$22,655,000
+27.9%
419,553
+28.2%
16.70%
+21.1%
Q2 2018$17,711,000
+868.3%
327,380
+912.2%
13.80%
+767.6%
Q1 2018$1,829,000
-73.7%
32,344
-73.6%
1.59%
-72.1%
Q4 2017$6,961,000
-2.0%
122,536
-5.6%
5.70%
-17.7%
Q3 2017$7,104,000
-0.6%
129,808
-5.6%
6.93%
+4.7%
Q2 2017$7,144,000
+2.1%
137,474
-2.4%
6.62%
-8.5%
Q1 2017$6,999,000
-58.3%
140,889
-60.4%
7.23%
-50.1%
Q4 2016$16,788,0000.0%355,6080.0%14.49%0.0%
Q3 2016$16,788,000
+7.1%
355,608
+0.9%
14.49%
+3.1%
Q2 2016$15,669,000
-20.4%
352,286
-19.6%
14.06%
-12.0%
Q1 2016$19,681,000
+133.3%
438,132
+134.3%
15.97%
+126.9%
Q4 2015$8,435,000
+9.6%
186,977
+7.7%
7.04%
+12.0%
Q3 2015$7,697,000
-12.5%
173,665
-0.6%
6.29%
-6.8%
Q2 2015$8,793,000
-1.1%
174,716
-1.1%
6.74%
+10.3%
Q1 2015$8,894,000176,6376.11%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2020
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