Aureus Asset Management, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2022$666,000
-6.1%
11,155
-0.0%
0.04%0.0%
Q4 2021$709,000
+0.4%
11,1590.0%0.04%
-4.3%
Q3 2021$706,000
-3.7%
11,1590.0%0.05%
-2.1%
Q2 2021$733,000
-4.7%
11,159
-9.0%
0.05%
-21.7%
Q1 2021$769,000
+4.2%
12,259
-0.0%
0.06%
-3.2%
Q4 2020$738,000
+15.3%
12,260
-0.1%
0.06%
+1.6%
Q3 2020$640,000
+6.1%
12,2680.0%0.06%
-7.6%
Q2 2020$603,000
+17.1%
12,2680.0%0.07%
-7.0%
Q1 2020$515,000
-24.6%
12,2680.0%0.07%
-6.6%
Q4 2019$683,000
+7.7%
12,2680.0%0.08%
-3.8%
Q3 2019$634,000
-2.0%
12,2680.0%0.08%
-1.2%
Q2 2019$647,000
+1.6%
12,2680.0%0.08%
-4.8%
Q1 2019$637,000
+10.0%
12,268
-0.0%
0.08%
-7.7%
Q4 2018$579,000
-12.7%
12,2700.0%0.09%
+8.3%
Q3 2018$663,000
-0.2%
12,2700.0%0.08%
-7.7%
Q2 2018$664,000
-4.3%
12,2700.0%0.09%
-12.5%
Q1 2018$694,000
-0.4%
12,2700.0%0.10%
-3.7%
Q4 2017$697,000
+3.7%
12,2700.0%0.11%
+1.9%
Q3 2017$672,000
+5.3%
12,2700.0%0.11%
-0.9%
Q2 2017$638,000
+1.1%
12,2700.0%0.11%
-2.7%
Q1 2017$631,000
+11.7%
12,270
-0.4%
0.11%
-0.9%
Q4 2016$565,000
-22.7%
12,315
-20.5%
0.11%
-24.0%
Q3 2016$731,000
+5.6%
15,485
-0.5%
0.15%
-2.0%
Q2 2016$692,000
-1.1%
15,555
+0.3%
0.15%
-5.1%
Q4 2015$700,000
+0.6%
15,515
-1.2%
0.16%
-9.2%
Q3 2015$696,000
-10.2%
15,700
+1.9%
0.17%
+6.1%
Q2 2015$775,000
+26.2%
15,400
+26.2%
0.16%
+15.6%
Q1 2015$614,000
+4.1%
12,2000.0%0.14%
-1.4%
Q4 2014$590,00012,2000.14%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2021
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