Ballentine Partners, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2021$1,663,000
+235.3%
26,155
+233.5%
0.05%
+194.1%
Q3 2021$496,000
+63.7%
7,843
+44.1%
0.02%
+21.4%
Q4 2019$303,000
+7.8%
5,4430.0%0.01%
+7.7%
Q3 2019$281,000
-2.1%
5,4430.0%0.01%
-7.1%
Q2 2019$287,000
+1.8%
5,4430.0%0.01%
-6.7%
Q1 2019$282,000
+8.0%
5,443
-1.6%
0.02%0.0%
Q4 2018$261,000
-12.7%
5,533
+0.0%
0.02%
-6.2%
Q3 2018$299,0000.0%5,5310.0%0.02%
-5.9%
Q2 2018$299,000
-4.5%
5,531
+0.0%
0.02%
-5.6%
Q1 2018$313,000
-0.3%
5,5300.0%0.02%
+5.9%
Q4 2017$314,000
+3.6%
5,5300.0%0.02%0.0%
Q3 2017$303,000
+2.4%
5,5300.0%0.02%
-22.7%
Q2 2017$296,000
+7.6%
5,5300.0%0.02%
+10.0%
Q1 2017$275,000
+10.0%
5,530
+1.6%
0.02%
+5.3%
Q4 2016$250,000
-82.6%
5,443
-82.9%
0.02%
-86.4%
Q4 2015$1,439,00031,8890.14%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 733,836$37,873,00050.94%
OIKOS HOLDINGS LLC 1,768,636$91,279,00030.40%
Sageworth Trust Co 4,856,259$250,632,00021.52%
SAM Advisors, LLC 652,744$33,659,00016.86%
Blooom, Inc. 179,808$9,281,00015.95%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 496,548$25,627,00015.81%
Mosaic Advisors LLC 399,256$20,606,00015.43%
UNIVEST FINANCIAL Corp 741,908$38,290,00012.49%
Sunflower Bank, N.A. 1,163,228$60,034,00011.87%
Gibson Wealth Advisors LLC 190,183$9,815,00010.94%
View complete list of VANGUARD STAR FDS shareholders