Arete Wealth Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$600,689
+71240.7%
11,224
-25.3%
0.10%
+40.5%
Q2 2023$8420.0%15,021
-1.5%
0.07%
+7.2%
Q1 2023$842
-100.0%
15,249
-32.0%
0.07%
-31.7%
Q4 2022$1,159,971,770
+103284.3%
22,428
-8.5%
0.10%
-8.2%
Q3 2022$1,122,000
+51.0%
24,521
+334.7%
0.11%
+46.7%
Q2 2022$743,000
-95.2%
5,641
-97.8%
0.08%
-94.3%
Q1 2022$15,633,000
+2.6%
261,683
+9.9%
1.31%
+0.8%
Q4 2021$15,235,000
+12.5%
238,171
+11.2%
1.30%
-13.1%
Q3 2021$13,547,000
+2.5%
214,138
+6.3%
1.49%
-19.4%
Q2 2021$13,213,000
+20.4%
201,470
+15.1%
1.85%
+32.1%
Q1 2021$10,974,000
+17.5%
174,969
+12.7%
1.40%
+6.0%
Q4 2020$9,342,000
+19.7%
155,234
+4.2%
1.32%
+12.5%
Q3 2020$7,803,000
+191.5%
148,983
+173.6%
1.18%
+153.4%
Q2 2020$2,677,000
+73.0%
54,448
+47.3%
0.46%
+52.6%
Q1 2020$1,547,000
+114.9%
36,957
+186.3%
0.30%
+143.2%
Q4 2019$720,00012,9070.12%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 649,796$38,819,00046.42%
OIKOS HOLDINGS LLC 1,755,436$104,870,00032.63%
Mosaic Advisors LLC 393,628$23,515,00026.58%
Sageworth Trust Co 5,057,564$302,139,00023.56%
SAM Advisors, LLC 636,899$38,048,00016.46%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 508,164$30,358,00016.09%
Gibson Wealth Advisors LLC 207,344$12,387,00012.64%
UNIVEST FINANCIAL Corp 723,488$43,221,00012.18%
CHERRYDALE WEALTH MANAGEMENT, LLC 264,909$15,825,00011.61%
Family CFO Inc 170,696$10,197,00010.35%
View complete list of VANGUARD STAR FDS shareholders