CAPTRUST FINANCIAL ADVISORS - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$9,757,694
+5.8%
182,319
+10.8%
0.04%
+2.8%
Q2 2023$9,225,506
+6.5%
164,506
+4.8%
0.04%
-5.3%
Q1 2023$8,666,329
+13.2%
156,970
+6.1%
0.04%
-2.6%
Q4 2022$7,654,824
+8.1%
148,005
-4.3%
0.04%
-4.9%
Q3 2022$7,080,000
-10.3%
154,696
+1.2%
0.04%
-19.6%
Q2 2022$7,892,000
-22.3%
152,917
-10.0%
0.05%
-22.7%
Q1 2022$10,151,000
-81.0%
169,917
-79.8%
0.07%
-82.0%
Q4 2021$53,447,000
-6.9%
840,753
-7.4%
0.37%
-23.1%
Q3 2021$57,418,000
-41.2%
907,650
-39.0%
0.48%
-47.5%
Q2 2021$97,651,000
+13.7%
1,486,775
+8.6%
0.91%
-2.2%
Q1 2021$85,864,000
+61.5%
1,369,443
+55.0%
0.93%
+32.0%
Q4 2020$53,161,000
+638.1%
883,667
+545.3%
0.70%
+491.6%
Q3 2020$7,202,000
+1.3%
136,938
-4.8%
0.12%
+1.7%
Q2 2020$7,112,000
+631.7%
143,899
+497.2%
0.12%
+457.1%
Q1 2020$972,000
-18.0%
24,095
+14.4%
0.02%
+10.5%
Q4 2019$1,186,000
-81.3%
21,055
-82.8%
0.02%
-91.4%
Q3 2019$6,335,000
-0.8%
122,629
+1.3%
0.22%
-5.9%
Q2 2019$6,388,000
+340.9%
121,104
+333.9%
0.24%
+300.0%
Q1 2019$1,449,000
+10.2%
27,910
+0.2%
0.06%
-16.9%
Q4 2018$1,315,000
-12.6%
27,859
+0.5%
0.07%
+6.0%
Q3 2018$1,504,000
+10.3%
27,711
+9.9%
0.07%
-11.8%
Q2 2018$1,364,000
-2.8%
25,206
+0.0%
0.08%
-12.6%
Q1 2018$1,403,000
-0.9%
25,205
+1.1%
0.09%
+1.2%
Q4 2017$1,416,000
-28.4%
24,922
-29.6%
0.09%
+2.4%
Q3 2017$1,979,000
+320.2%
35,383
+290.0%
0.08%
+42.4%
Q2 2017$471,000
+18.0%
9,072
+12.9%
0.06%
+43.9%
Q1 2017$399,000
+39.5%
8,037
+28.9%
0.04%
+57.7%
Q4 2016$286,000
+61.6%
6,236
+57.1%
0.03%
+30.0%
Q3 2016$177,000
-61.0%
3,969
-61.1%
0.02%
-60.0%
Q2 2016$454,000
+62.1%
10,205
+63.6%
0.05%
+66.7%
Q1 2016$280,000
-0.4%
6,2360.0%0.03%0.0%
Q4 2015$281,000
+485.4%
6,236
+557.8%
0.03%
+275.0%
Q2 2015$48,000
-99.9%
948
+43.0%
0.01%
+33.3%
Q1 2015$33,382,000
+104218.8%
6630.0%0.01%0.0%
Q4 2014$32,0006630.01%
Other shareholders
VANGUARD STAR FDS shareholders Q4 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