B. Riley Wealth Advisors, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,840,406
+35.7%
34,387
+42.2%
0.05%
+66.7%
Q2 2023$1,356,023
+5.5%
24,180
+3.9%
0.03%
-11.8%
Q1 2023$1,284,922
+64.6%
23,273
+54.1%
0.03%
+54.5%
Q4 2022$780,844
-17.9%
15,098
-27.3%
0.02%
-24.1%
Q3 2022$951,000
-10.5%
20,766
+1.0%
0.03%
-35.6%
Q2 2022$1,062,000
-8.8%
20,559
+5.5%
0.04%
+18.4%
Q1 2022$1,165,000
-22.6%
19,496
-17.6%
0.04%
-11.6%
Q4 2021$1,505,000
-0.1%
23,666
-0.5%
0.04%
-10.4%
Q3 2021$1,506,000
-8.1%
23,791
-4.6%
0.05%
-9.4%
Q2 2021$1,639,000
+14.1%
24,933
+8.8%
0.05%
+3.9%
Q1 2021$1,437,000
+30.2%
22,910
+24.9%
0.05%
-13.6%
Q4 2020$1,104,000
+13.8%
18,346
-1.2%
0.06%
+13.5%
Q3 2020$970,000
+11.6%
18,570
+5.2%
0.05%
-10.3%
Q2 2020$869,000
+21.2%
17,652
+3.4%
0.06%
-4.9%
Q1 2020$717,000
-21.0%
17,075
+4.8%
0.06%
-20.8%
Q4 2019$908,000
+8.2%
16,292
+0.5%
0.08%
-7.2%
Q3 2019$839,000
-3.5%
16,219
-1.4%
0.08%
-12.6%
Q2 2019$869,000
-1.9%
16,457
-3.5%
0.10%
-14.4%
Q1 2019$886,000
+7.1%
17,056
-2.4%
0.11%
-5.9%
Q4 2018$827,000
-14.7%
17,484
-2.6%
0.12%
+2.6%
Q3 2018$970,000
+3.6%
17,943
+3.8%
0.12%
-7.3%
Q2 2018$936,000
-36.2%
17,293
-33.3%
0.12%
-39.5%
Q1 2018$1,466,000
+13.9%
25,916
+14.5%
0.20%
+17.8%
Q4 2017$1,287,000
-28.4%
22,633
-32.7%
0.17%
-41.8%
Q3 2017$1,797,000
+111.9%
33,622
+106.3%
0.30%
+94.2%
Q2 2017$848,000
+14.7%
16,299
+9.7%
0.15%
+4.8%
Q1 2017$739,000
+25.9%
14,853
+16.3%
0.15%
+23.5%
Q4 2016$587,000
+5.8%
12,774
+8.7%
0.12%
+9.2%
Q3 2016$555,000
+19.6%
11,755
+12.7%
0.11%
+17.2%
Q2 2016$464,000
-0.2%
10,426
+0.8%
0.09%
-13.9%
Q1 2016$465,000
+122.5%
10,345
+124.0%
0.11%
+157.1%
Q4 2015$209,0004,6180.04%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2019
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