Kiwi Wealth Investments Limited Partnership - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.

Quarter-by-quarter ownership
Kiwi Wealth Investments Limited Partnership ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$335,517
+95217.3%
6,2690.0%0.04%
+68.2%
Q2 2023$352
-99.9%
6,2690.0%0.02%0.0%
Q1 2023$346,111
+6.7%
6,2690.0%0.02%0.0%
Q4 2022$324,233
-99.9%
6,269
-1.7%
0.02%
-4.3%
Q3 2022$329,169,0000.0%6,3780.0%0.02%0.0%
Q2 2022$329,169,000
+86296.1%
6,3780.0%0.02%
+9.5%
Q1 2022$381,000
-5.9%
6,3780.0%0.02%
+10.5%
Q4 2021$405,000
+25.8%
6,378
+25.1%
0.02%
+18.8%
Q3 2021$322,000
-3.9%
5,0970.0%0.02%
-5.9%
Q2 2021$335,000
+4.7%
5,0970.0%0.02%
-10.5%
Q1 2021$320,000
-49.0%
5,097
-51.2%
0.02%
-48.6%
Q4 2020$628,000
+15.2%
10,4380.0%0.04%
-2.6%
Q3 2020$545,000
-81.9%
10,438
-83.0%
0.04%
-84.4%
Q2 2020$3,017,000
+661.9%
61,356
+549.5%
0.24%
+510.0%
Q1 2020$396,000
-94.8%
9,446
-93.0%
0.04%
-92.8%
Q4 2019$7,551,000
+199.4%
135,592
+177.8%
0.56%
+173.4%
Q3 2019$2,522,000
-3.8%
48,817
-1.7%
0.20%
-11.4%
Q2 2019$2,621,000
-80.5%
49,686
-80.8%
0.23%
-81.2%
Q1 2019$13,429,000
+9.7%
258,754
-0.2%
1.22%
-5.0%
Q4 2018$12,240,000
-12.7%
259,219
-0.1%
1.28%
-2.5%
Q3 2018$14,016,000
-42.9%
259,557
-42.8%
1.32%
-43.6%
Q2 2018$24,565,000
-29.9%
454,058
-26.7%
2.33%
-32.3%
Q1 2018$35,021,000
+52.5%
619,298
+53.2%
3.45%
+37.2%
Q4 2017$22,964,000
+8.0%
404,233
+4.0%
2.51%
-1.9%
Q3 2017$21,272,000
-89.9%
388,664
-90.4%
2.56%
-86.7%
Q2 2017$210,952,000
-8.9%
4,059,107
-12.9%
19.27%
+1.1%
Q1 2017$231,619,000
+7.9%
4,662,209
-0.4%
19.06%
+4.1%
Q4 2016$214,739,000
-2.0%
4,680,439
+0.8%
18.31%
-3.2%
Q3 2016$219,188,000
+62.7%
4,642,834
+53.3%
18.90%
+43.7%
Q2 2016$134,751,000
+100.9%
3,029,475
+102.8%
13.15%
+91.7%
Q1 2016$67,086,000
+2364.6%
1,493,457
+2331.2%
6.86%
+2044.1%
Q3 2015$2,722,000
+27.6%
61,428
+44.9%
0.32%
+41.0%
Q2 2015$2,133,000
+45.0%
42,382
+45.1%
0.23%
+51.3%
Q1 2015$1,471,000
+71.4%
29,217
+64.5%
0.15%
+74.4%
Q4 2014$858,000
+236.5%
17,759
+255.3%
0.09%
+258.3%
Q3 2014$255,0004,9980.02%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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