Gradient Investments LLC - 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
Gradient Investments LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$18,357
-4.6%
3430.0%0.00%
Q2 2023$19,235
+0.4%
343
-1.2%
0.00%
-100.0%
Q1 2023$19,158
-61.0%
347
-63.5%
0.00%
-50.0%
Q4 2022$49,134
+48.9%
950
+32.5%
0.00%
+100.0%
Q3 2022$33,000
-44.1%
717
-37.1%
0.00%
-50.0%
Q2 2022$59,000
-67.0%
1,139
-61.9%
0.00%
-60.0%
Q1 2022$179,000
+3480.0%
2,993
+3017.7%
0.01%
Q3 2019$5,0000.0%96
+1.1%
0.00%
Q2 2019$5,000
-83.9%
95
-84.2%
0.00%
-100.0%
Q1 2019$31,000
+10.7%
6020.0%0.00%0.0%
Q4 2018$28,000
-82.9%
602
-80.2%
0.00%
-75.0%
Q3 2018$164,000
+290.5%
3,036
+287.7%
0.01%
+300.0%
Q2 2018$42,000
-66.7%
783
-64.9%
0.00%
-71.4%
Q1 2018$126,000
+13.5%
2,231
+14.4%
0.01%
+16.7%
Q4 2017$111,000
+1287.5%
1,951
+1119.4%
0.01%
+500.0%
Q3 2014$8,000
+60.0%
160
+60.0%
0.00%0.0%
Q1 2014$5,0001000.00%
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