PATHSTONE FAMILY OFFICE, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$12,398,758
+40.8%
231,666
+47.5%
0.10%
-27.5%
Q2 2023$8,807,086
+2.0%
157,045
+0.5%
0.13%
-6.4%
Q1 2023$8,631,562
-46.1%
156,340
-48.2%
0.14%
+2.9%
Q4 2022$16,000,220
+16.2%
302,052
+0.4%
0.14%
+9.7%
Q3 2022$13,770,349
+57.0%
300,866
+77.0%
0.12%
-35.8%
Q2 2022$8,770,593
-13.4%
169,940
+0.3%
0.19%
-18.2%
Q1 2022$10,125,000
+3.7%
169,483
+10.4%
0.24%
-2.9%
Q4 2021$9,762,000
+1.0%
153,547
+0.5%
0.24%
-13.8%
Q3 2021$9,661,000
-2.3%
152,722
+1.4%
0.28%
-5.1%
Q2 2021$9,891,000
-4.8%
150,586
-9.1%
0.30%
-15.4%
Q1 2021$10,392,000
+4.8%
165,737
+0.5%
0.35%
-13.8%
Q4 2020$9,917,000
+4367.1%
164,849
+3768.8%
0.41%
+1595.8%
Q3 2020$222,000
+3.7%
4,261
-2.2%
0.02%
-4.0%
Q2 2020$214,000
-1.8%
4,357
-16.4%
0.02%
-19.4%
Q1 2020$218,000
-84.3%
5,213
+109.2%
0.03%
+106.7%
Q4 2019$1,388,000
+19728.6%
2,492
+1518.2%
0.02%
+1400.0%
Q3 2019$7,000
-97.3%
154
-96.8%
0.00%
-96.7%
Q2 2019$258,000
-3.7%
4,878
-6.0%
0.03%
-11.8%
Q1 2019$268,000
+9.8%
5,1900.0%0.03%
-51.4%
Q4 2018$244,000
-13.2%
5,1900.0%0.07%
-20.5%
Q3 2018$281,000
+117.8%
5,190
+119.1%
0.09%
-7.4%
Q2 2018$129,0002,3690.10%
Other shareholders
VANGUARD STAR FDS shareholders Q1 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