NEXT Financial Group, Inc - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 214 filers reported holding VANGUARD STAR FDS in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2021$7,653,000
+13.0%
120,381
+12.4%
0.50%
-4.7%
Q3 2021$6,772,000
-2.6%
107,061
+1.1%
0.53%
-5.2%
Q2 2021$6,955,000
+2.8%
105,890
-1.8%
0.56%
-7.3%
Q1 2021$6,763,000
-3.7%
107,863
-7.6%
0.60%
-10.7%
Q4 2020$7,022,000
+11.7%
116,720
-3.2%
0.67%
-0.6%
Q3 2020$6,289,000
-1.3%
120,541
-7.0%
0.68%
-8.9%
Q2 2020$6,370,000
+22.3%
129,556
+4.4%
0.74%
+10.7%
Q1 2020$5,208,000
-30.8%
124,114
-8.2%
0.67%
-13.6%
Q4 2019$7,529,000
+9.6%
135,192
+1.7%
0.78%
+4.2%
Q3 2019$6,869,000
+1.1%
132,961
+3.2%
0.75%
+2.5%
Q2 2019$6,795,000
+8186.6%
128,810
+8068.0%
0.73%
+3366.7%
Q1 2019$82,000
-92.9%
1,577
-93.5%
0.02%
-91.2%
Q4 2018$1,150,000
+1337.5%
24,354
+1534.5%
0.24%
+545.9%
Q3 2018$80,000
-97.7%
1,490
-97.7%
0.04%
-97.2%
Q2 2018$3,470,000
-35.4%
64,145
-32.5%
1.33%
+17.5%
Q1 2018$5,375,000
+6454.9%
95,012
+6381.0%
1.13%
+4830.4%
Q3 2017$82,000
-100.0%
1,466
-96.2%
0.02%
-95.3%
Q2 2017$1,997,000,000
+1510.5%
38,430
+1475.0%
0.49%
+1294.3%
Q1 2017$124,000,000
-62.9%
2,440
-66.5%
0.04%
-40.7%
Q4 2016$334,000,000
+118761.2%
7,290
+22.7%
0.06%
+15.7%
Q3 2016$281,000
+138.1%
5,942
+122.5%
0.05%
+37.8%
Q2 2016$118,000
-0.8%
2,6700.0%0.04%
-11.9%
Q1 2016$119,000
-0.8%
2,6700.0%0.04%
-6.7%
Q4 2015$120,000
+5.3%
2,670
+3.7%
0.04%
+9.8%
Q3 2015$114,000
-91.3%
2,575
-90.1%
0.04%
-90.9%
Q2 2015$1,307,000
+147.1%
25,973
+146.9%
0.45%
+164.7%
Q1 2015$529,000
+781.7%
10,519
+747.6%
0.17%
+750.0%
Q4 2014$60,000
-73.0%
1,241
-71.5%
0.02%
-54.5%
Q3 2014$222,000
+1607.7%
4,351
+1712.9%
0.04%
+528.6%
Q2 2014$13,0002400.01%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2016
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