Capital Advantage, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Advantage, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2022$11,750,000
-5.5%
196,689
-0.1%
2.70%
-9.3%
Q4 2021$12,433,000
+10.8%
196,943
+11.1%
2.98%
-1.7%
Q3 2021$11,218,000
-5.1%
177,330
-1.5%
3.03%
-2.3%
Q2 2021$11,824,000
+3.7%
180,021
-1.1%
3.10%
-0.3%
Q1 2021$11,407,000
-1.5%
181,935
-3.5%
3.11%
-9.9%
Q4 2020$11,579,000
+14.8%
188,586
-0.4%
3.45%
+3.9%
Q3 2020$10,089,000
+6.8%
189,367
-1.5%
3.32%
-1.0%
Q2 2020$9,449,000
+9.7%
192,174
-0.9%
3.36%
-0.2%
Q1 2020$8,610,000
-21.6%
193,919
-1.7%
3.36%
-3.2%
Q4 2019$10,986,000
+4.4%
197,299
-3.2%
3.47%
-4.7%
Q3 2019$10,526,000
-6.3%
203,748
-5.9%
3.64%
-8.7%
Q1 2019$11,239,000
-2.1%
216,542
-11.0%
3.99%
-8.4%
Q4 2018$11,485,000
+30.0%
243,227
+48.6%
4.36%
+114.5%
Q3 2018$8,836,000
-2.3%
163,629
-2.2%
2.03%
-4.8%
Q2 2018$9,047,000
-4.6%
167,232
-0.3%
2.13%
-8.1%
Q1 2018$9,483,000
-3.1%
167,690
-2.7%
2.32%
-8.1%
Q4 2017$9,790,000
+0.6%
172,320
-3.1%
2.52%
+3.7%
Q3 2017$9,732,000
+1.4%
177,813
-3.7%
2.44%
-3.1%
Q2 2017$9,594,000
+1.6%
184,598
-2.9%
2.51%
-2.8%
Q1 2017$9,445,000
+5.2%
190,115
-2.9%
2.59%
-0.5%
Q4 2016$8,981,000
-4.7%
195,759
-1.9%
2.60%
-1.6%
Q3 2016$9,425,000
+2.2%
199,639
-3.7%
2.64%
-1.3%
Q2 2016$9,220,000
-32.2%
207,280
-31.5%
2.68%
-44.5%
Q1 2016$13,602,000
-17.1%
302,808
-16.8%
4.82%
-12.8%
Q4 2015$16,415,000
+296.8%
363,890
+289.9%
5.53%
+243.2%
Q3 2015$4,137,00093,3381.61%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2022
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