MERITAGE PORTFOLIO MANAGEMENT - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 908 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2024$889
-17.7%
14,736
-17.7%
0.06%
-18.8%
Q1 2024$1,080
-1.6%
17,911
-5.4%
0.07%
-4.2%
Q4 2023$1,098
+8.1%
18,943
-0.2%
0.07%
-4.0%
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 Q4 2022
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 56,137$3,687,00024.65%
Sageworth Trust Co 4,584,571$301,114,00023.71%
Mosaic Advisors LLC 432,756$28,423,00018.53%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 488,452$32,082,00017.40%
SIGNATUREFD, LLC 5,800,174$380,955,00015.19%
Hemington Wealth Management 513,107$33,701,00014.36%
UNIVEST FINANCIAL Corp 709,116$46,574,00012.79%
PFM Asset Management LLC 7,990,662$524,827,00011.48%
Sunflower Bank, N.A. 1,096,538$72,021,00011.07%
SENTINEL TRUST CO LBA 2,190,788$143,890,00010.90%
View complete list of VANGUARD STAR FDS shareholders