Heritage Wealth Advisors - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$205,410
-4.6%
3,8380.0%0.01%0.0%
Q2 2023$215,235
+1.6%
3,8380.0%0.01%
-8.3%
Q1 2023$211,896
+6.7%
3,8380.0%0.01%
+9.1%
Q4 2022$198,501
+12.8%
3,8380.0%0.01%
-15.4%
Q3 2022$176,000
-11.1%
3,8380.0%0.01%
-7.1%
Q2 2022$198,000
-13.5%
3,8380.0%0.01%
+7.7%
Q1 2022$229,000
-6.1%
3,8380.0%0.01%0.0%
Q4 2021$244,000
-99.9%
3,8380.0%0.01%
-13.3%
Q3 2021$242,792,000
-9.8%
3,838
-6.3%
0.02%
-11.8%
Q2 2021$269,107,000
+195.2%
4,097
+181.8%
0.02%
+240.0%
Q1 2021$91,166,000
+104688.5%
1,4540.0%0.01%0.0%
Q4 2020$87,000
-99.9%
1,454
-9.9%
0.01%
-54.5%
Q3 2020$84,202,000
+6.0%
1,614
-58.3%
0.01%0.0%
Q2 2020$79,439,000
-62.9%
3,867
-24.2%
0.01%
-71.1%
Q1 2020$214,164,000
-69.2%
5,104
-59.1%
0.04%
-58.7%
Q4 2019$695,178,000
+107846.9%
12,4830.0%0.09%
-3.2%
Q3 2019$644,000
-99.9%
12,4830.0%0.10%
-5.9%
Q2 2019$658,478,000
+1.6%
12,4830.0%0.10%
-4.7%
Q1 2019$647,868,000
+104733.0%
12,483
-4.7%
0.11%
-12.4%
Q4 2018$618,000
-12.6%
13,1040.0%0.12%
-12.3%
Q3 2018$707,000
-0.3%
13,1040.0%0.14%
-47.9%
Q2 2018$709,000
-4.2%
13,1040.0%0.26%
-13.7%
Q1 2018$740,000
-0.5%
13,1040.0%0.31%
-3.5%
Q4 2017$744,00013,1040.32%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 681,382$31,187,00048.22%
OIKOS HOLDINGS LLC 1,768,636$80,950,00029.66%
Drystone LLC 276,040$12,634,00018.24%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 558,741$25,574,00015.46%
SAM Advisors, LLC 688,362$31,506,00015.34%
Blooom, Inc. 172,108$7,880,00014.96%
Mosaic Advisors LLC 404,609$18,519,00014.82%
Sageworth Trust Co 3,248,050$148,663,00013.15%
Sunflower Bank, N.A. 1,097,119$50,215,00011.39%
UNIVEST FINANCIAL Corp 743,985$34,052,00011.14%
View complete list of VANGUARD STAR FDS shareholders