MERITAGE PORTFOLIO MANAGEMENT - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,016
-5.7%
18,989
-1.1%
0.08%
-1.3%
Q2 2023$1,077
+2.1%
19,209
+0.5%
0.08%
-3.8%
Q1 2023$1,055
+10.6%
19,109
+3.6%
0.08%
+5.3%
Q4 2022$954
-99.9%
18,441
-16.0%
0.08%
-9.6%
Q3 2022$1,004,000
-15.1%
21,946
-4.2%
0.08%
-9.8%
Q2 2022$1,182,000
-8.1%
22,911
+6.5%
0.09%
+15.0%
Q1 2022$1,286,000
-6.0%
21,5210.0%0.08%
+2.6%
Q4 2021$1,368,000
-7.5%
21,521
-8.0%
0.08%
-12.4%
Q3 2021$1,479,000
+22.1%
23,383
+26.8%
0.09%
+21.9%
Q2 2021$1,211,000
+125.9%
18,443
+115.8%
0.07%
+102.8%
Q1 2021$536,000
+4.3%
8,5450.0%0.04%
-5.3%
Q4 2020$514,000
+15.2%
8,5450.0%0.04%
-5.0%
Q3 2020$446,0008,5450.04%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2022
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