Verity Asset Management, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Verity Asset Management, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$4,260,062
-9.2%
79,598
-4.9%
3.14%
-9.8%
Q2 2023$4,691,613
-38.9%
83,659
-39.9%
3.48%
-24.1%
Q1 2023$7,681,280
+143.5%
139,128
+128.1%
4.58%
+69.9%
Q4 2022$3,154,554
-99.8%
60,993
+55.6%
2.70%
+45.8%
Q3 2022$1,793,589,000
+63255.3%
39,187
-17.3%
1.85%
+2.8%
Q1 2022$2,831,000
+14.7%
47,388
+22.0%
1.80%
+23.4%
Q4 2021$2,469,000
+0.7%
38,837
+0.2%
1.46%
-8.1%
Q3 2021$2,451,000
-0.2%
38,743
+3.6%
1.59%
+18.0%
Q2 2021$2,456,000
+13.7%
37,395
+8.5%
1.34%
+4.3%
Q1 2021$2,161,000
+3.4%
34,469
-0.8%
1.29%
-11.5%
Q4 2020$2,090,000
+33.3%
34,734
+15.6%
1.46%
+22.1%
Q3 2020$1,568,000
-53.0%
30,057
-55.7%
1.19%
-61.2%
Q2 2020$3,333,000
+176.4%
67,782
+135.8%
3.07%
+102.1%
Q1 2020$1,206,000
-73.3%
28,742
-64.6%
1.52%
-66.2%
Q4 2019$4,519,000
+331.2%
81,143
+300.0%
4.50%
+309.7%
Q3 2019$1,048,000
-14.9%
20,287
-13.1%
1.10%
-20.6%
Q2 2019$1,232,000
+4.0%
23,350
+2.3%
1.38%
+0.9%
Q1 2019$1,185,000
+113.5%
22,836
+94.2%
1.37%
+84.3%
Q4 2018$555,000
+16.1%
11,762
+32.8%
0.74%
+57.6%
Q3 2018$478,000
+57.2%
8,858
+57.4%
0.47%
+72.3%
Q2 2018$304,000
+17.8%
5,627
+23.3%
0.27%
+16.6%
Q1 2018$258,0004,5620.24%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2021
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