BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$28,979,921
+530.8%
518,981
+550.9%
0.01%
+400.0%
Q2 2023$4,594,484
-90.5%
79,738
-91.4%
0.00%
-90.5%
Q4 2022$48,357,757
+1047.3%
932,108
+1001.2%
0.02%
+950.0%
Q3 2022$4,215,000
+21.3%
84,642
+27.6%
0.00%0.0%
Q2 2022$3,475,000
-11.1%
66,347
+3.4%
0.00%0.0%
Q1 2022$3,909,000
+94.5%
64,175
+103.6%
0.00%
+100.0%
Q4 2021$2,010,000
+0.4%
31,517
+0.2%
0.00%0.0%
Q3 2021$2,002,000
-2.1%
31,449
+1.7%
0.00%0.0%
Q2 2021$2,045,000
+118.2%
30,925
+111.7%
0.00%0.0%
Q1 2021$937,000
-70.5%
14,607
-71.5%
0.00%
-50.0%
Q4 2020$3,178,000
+14.8%
51,294
-2.3%
0.00%0.0%
Q3 2020$2,769,000
+18.4%
52,486
+13.9%
0.00%0.0%
Q2 2020$2,339,000
+59.4%
46,090
+29.8%
0.00%0.0%
Q1 2020$1,467,000
-3.9%
35,507
+29.5%
0.00%
+100.0%
Q4 2019$1,527,000
+10.1%
27,429
+2.2%
0.00%0.0%
Q3 2019$1,387,000
+8.7%
26,843
+11.0%
0.00%0.0%
Q2 2019$1,276,000
+92.5%
24,177
+89.5%
0.00%0.0%
Q1 2019$663,000
+22.3%
12,758
+11.3%
0.00%0.0%
Q4 2018$542,000
-31.2%
11,462
-21.5%
0.00%0.0%
Q3 2018$788,000
+10.5%
14,593
+10.8%
0.00%0.0%
Q2 2018$713,000
+140.1%
13,172
+151.1%
0.00%
Q1 2018$297,000
+58.8%
5,246
+59.3%
0.00%
Q4 2017$187,000
+25.5%
3,293
+21.5%
0.00%
Q3 2017$149,000
-48.1%
2,711
-50.8%
0.00%
Q2 2017$287,000
+2770.0%
5,510
+2574.8%
0.00%
Q1 2017$10,000
-98.4%
206
-98.5%
0.00%
-100.0%
Q4 2016$621,000
-11.9%
13,670
-8.5%
0.00%0.0%
Q3 2016$705,000
+43.3%
14,942
+35.1%
0.00%0.0%
Q2 2016$492,000
-98.3%
11,058
-98.3%
0.00%
-96.8%
Q1 2016$28,968,000
-3.3%
644,862
-2.9%
0.03%
-13.9%
Q4 2015$29,955,000
-18.0%
664,028
-19.5%
0.04%
-28.0%
Q3 2015$36,541,000
-13.4%
824,471
-1.6%
0.05%
+2.0%
Q2 2015$42,174,000
+12.8%
837,951
+12.9%
0.05%
+14.0%
Q1 2015$37,372,000
+25.5%
742,257
+20.5%
0.04%
+26.5%
Q4 2014$29,784,000
+10.8%
616,130
+16.9%
0.03%
+13.3%
Q3 2014$26,891,000
+4.7%
527,256
+11.4%
0.03%
+3.4%
Q2 2014$25,693,000
+7.7%
473,249
+3.5%
0.03%
-6.5%
Q1 2014$23,860,000
+5.9%
457,092
+6.3%
0.03%0.0%
Q4 2013$22,521,000
+15.8%
429,950
+10.9%
0.03%
+3.3%
Q3 2013$19,449,000
+21.9%
387,805
+11.1%
0.03%
+7.1%
Q2 2013$15,949,000349,1550.03%
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