ROCKY MOUNTAIN ADVISERS, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
ROCKY MOUNTAIN ADVISERS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$6,851
-3.1%
1280.0%0.00%
-25.0%
Q2 2023$7,067
+100857.1%
1280.0%0.00%0.0%
Q1 2023$7
-66.7%
128
-68.0%
0.00%
-66.7%
Q4 2022$21
-99.9%
400
+1.0%
0.01%
-47.8%
Q3 2022$18,000
-10.0%
396
+0.3%
0.02%
-8.0%
Q2 2022$20,000
-13.0%
395
+0.8%
0.02%
-3.8%
Q1 2022$23,000
-4.2%
392
+4.0%
0.03%
-3.7%
Q4 2021$24,0000.0%377
+0.8%
0.03%
-6.9%
Q3 2021$24,0000.0%374
+0.5%
0.03%
-3.3%
Q2 2021$24,000
+4.3%
372
+0.3%
0.03%
-9.1%
Q1 2021$23,000
+9.5%
371
+4.8%
0.03%
-5.7%
Q4 2020$21,000
+16.7%
354
+0.6%
0.04%0.0%
Q3 2020$18,000
+5.9%
352
+0.6%
0.04%
-16.7%
Q2 2020$17,000
+13.3%
350
+0.3%
0.04%0.0%
Q1 2020$15,000
-16.7%
349
+6.1%
0.04%
-27.6%
Q4 2019$18,000
+5.9%
329
+0.9%
0.06%
+1.8%
Q3 2019$17,0000.0%326
+0.3%
0.06%
-1.7%
Q2 2019$17,0000.0%325
+0.6%
0.06%
-3.3%
Q1 2019$17,000
+21.4%
323
+5.2%
0.06%
+11.1%
Q4 2018$14,0000.0%307
+22.3%
0.05%
+12.5%
Q3 2018$14,0000.0%2510.0%0.05%
-7.7%
Q2 2018$14,0000.0%251
+1.2%
0.05%
-7.1%
Q1 2018$14,000
+7.7%
248
+8.8%
0.06%
+9.8%
Q4 2017$13,000
+8.3%
228
+0.4%
0.05%0.0%
Q3 2017$12,0000.0%227
+0.4%
0.05%
-10.5%
Q2 2017$12,000
+9.1%
226
+0.9%
0.06%
+11.8%
Q1 2017$11,000
+83.3%
224
+72.3%
0.05%
+70.0%
Q4 2016$6,0000.0%130
+0.8%
0.03%
-3.2%
Q3 2016$6,0000.0%129
+0.8%
0.03%
-3.1%
Q2 2016$6,000
+50.0%
128
+28.0%
0.03%
+45.5%
Q1 2016$4,000
-20.0%
1000.0%0.02%
-24.1%
Q4 2015$5,000
+25.0%
1000.0%0.03%
+26.1%
Q3 2015$4,0001000.02%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2018
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