CWM, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 376 filers reported holding VANGUARD STAR FDS in Q2 2018. The put-call ratio across all filers is 0.65 and the average weighting 0.8%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,615
+2.9%
48,862
+7.8%
0.02%0.0%
Q2 2023$2,542
+10.2%
45,332
+8.5%
0.02%0.0%
Q1 2023$2,306
+212.5%
41,773
+192.7%
0.02%
+220.0%
Q4 2022$738
-99.9%
14,273
-11.8%
0.01%
-16.7%
Q3 2022$741,000
+47.6%
16,186
+66.4%
0.01%
+50.0%
Q2 2022$502,000
-47.0%
9,727
-38.6%
0.00%
-42.9%
Q1 2022$947,000
-4.0%
15,853
+2.2%
0.01%0.0%
Q4 2021$986,000
+102.0%
15,515
+109.0%
0.01%
+75.0%
Q2 2021$488,0000.0%7,4250.0%0.00%0.0%
Q1 2021$488,0000.0%7,4250.0%0.00%0.0%
Q4 2020$488,0000.0%7,4250.0%0.00%0.0%
Q3 2020$488,0000.0%7,4250.0%0.00%0.0%
Q2 2020$488,0000.0%7,4250.0%0.00%0.0%
Q1 2020$488,0000.0%7,4250.0%0.00%0.0%
Q4 2019$488,0000.0%7,4250.0%0.00%0.0%
Q3 2019$488,0000.0%7,4250.0%0.00%0.0%
Q2 2019$488,0000.0%7,4250.0%0.00%0.0%
Q1 2019$488,000
+175.7%
7,425
+97.6%
0.00%0.0%
Q4 2018$177,000
+92.4%
3,758
+120.5%
0.00%
+100.0%
Q3 2018$92,000
-14.8%
1,704
-15.0%
0.00%
-50.0%
Q2 2018$108,000
+12.5%
2,004
+17.6%
0.00%0.0%
Q1 2018$96,000
+20.0%
1,704
+21.7%
0.00%0.0%
Q4 2017$80,000
+3.9%
1,4000.0%0.00%0.0%
Q3 2017$77,000
-47.3%
1,400
-50.0%
0.00%
-42.9%
Q2 2017$146,000
+1522.2%
2,800
+1300.0%
0.01%
+600.0%
Q2 2016$9,0000.0%2000.0%0.00%0.0%
Q1 2016$9,0000.0%2000.0%0.00%0.0%
Q4 2015$9,0002000.00%
Other shareholders
VANGUARD STAR FDS shareholders Q2 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