UNITED CAPITAL FINANCIAL ADVISORS, 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,755,051
-14.4%
32,792
-10.3%
0.01%0.0%
Q2 2023$2,049,328
-13.0%
36,543
-14.3%
0.01%
-15.4%
Q1 2023$2,355,390
-6.6%
42,662
-12.5%
0.01%
-7.1%
Q4 2022$2,521,012
+16.3%
48,743
+3.0%
0.01%
+7.7%
Q3 2022$2,167,000
-44.3%
47,344
-37.1%
0.01%
-38.1%
Q2 2022$3,888,000
+0.8%
75,327
+16.7%
0.02%
+10.5%
Q1 2022$3,856,000
-1.1%
64,550
+5.2%
0.02%
+5.6%
Q4 2021$3,899,000
+16.6%
61,334
+16.0%
0.02%
+5.9%
Q3 2021$3,344,000
-9.1%
52,855
-5.6%
0.02%
-10.5%
Q2 2021$3,678,000
-69.8%
56,001
-71.2%
0.02%
-71.6%
Q1 2021$12,181,000
+8.0%
194,271
+3.7%
0.07%
-1.5%
Q4 2020$11,274,000
+20.2%
187,393
+4.2%
0.07%
+11.5%
Q3 2020$9,381,000
-9.9%
179,809
-15.0%
0.06%
-19.7%
Q2 2020$10,407,000
+12.0%
211,645
-4.4%
0.08%
-1.3%
Q1 2020$9,288,000
-36.7%
221,345
-16.0%
0.08%
-18.9%
Q4 2019$14,668,000
+5.2%
263,392
-2.4%
0.10%
-3.1%
Q3 2019$13,944,000
-6.0%
269,911
-4.0%
0.10%
+1.0%
Q2 2019$14,827,000
+3.0%
281,085
+1.3%
0.10%
-4.0%
Q1 2019$14,400,000
-10.6%
277,466
-18.7%
0.10%
-21.1%
Q4 2018$16,107,000
-21.4%
341,099
-10.2%
0.13%
-11.1%
Q3 2018$20,505,000
+2.3%
379,717
+2.5%
0.14%
-3.4%
Q2 2018$20,039,000
+12.5%
370,398
+17.6%
0.15%
+9.6%
Q1 2018$17,807,000
-3.4%
314,884
-2.9%
0.14%
-6.8%
Q4 2017$18,431,000
+1.9%
324,428
-1.8%
0.15%
-4.6%
Q3 2017$18,083,000
+7.8%
330,405
+2.4%
0.15%
+2.0%
Q2 2017$16,767,000
+10.0%
322,637
+5.2%
0.15%
+5.6%
Q1 2017$15,243,000
+23.5%
306,832
+14.1%
0.14%
+18.3%
Q4 2016$12,340,000
-2.1%
268,957
+0.7%
0.12%
-1.6%
Q3 2016$12,606,000
+11.9%
267,019
+4.3%
0.12%
+6.1%
Q2 2016$11,261,000
+38.7%
255,925
+41.6%
0.12%
+27.8%
Q1 2016$8,119,000
+103.6%
180,733
+104.4%
0.09%
+95.7%
Q4 2015$3,988,000
-43.6%
88,400
-44.6%
0.05%
-45.9%
Q3 2015$7,070,000
-13.0%
159,515
-1.2%
0.08%
-9.6%
Q2 2015$8,123,000
+33.4%
161,390
+39.9%
0.09%
+27.0%
Q1 2015$6,087,000
+283.3%
115,350
+251.1%
0.07%
+516.7%
Q4 2014$1,588,000
+78.0%
32,850
+87.9%
0.01%
-20.0%
Q3 2014$892,000
+0.1%
17,484
+6.5%
0.02%
-11.8%
Q2 2014$891,000
+52.0%
16,419
+46.2%
0.02%
+41.7%
Q1 2014$586,00011,2290.01%
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