KWMG, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$756,150
-15.1%
14,128
-11.1%
0.10%
-13.6%
Q2 2023$890,951
-47.2%
15,887
-48.0%
0.11%
-51.8%
Q1 2023$1,687,141
+2.6%
30,559
-3.9%
0.23%
-2.6%
Q4 2022$1,644,494
+7.6%
31,796
-4.8%
0.23%
-0.4%
Q3 2022$1,529,000
-12.3%
33,395
-1.1%
0.24%
-10.6%
Q2 2022$1,743,000
-13.6%
33,767
+0.0%
0.26%
-5.1%
Q1 2022$2,017,000
-28.2%
33,765
-23.6%
0.28%
-27.1%
Q4 2021$2,811,000
-0.5%
44,213
-1.0%
0.38%
-7.8%
Q3 2021$2,824,000
-2.0%
44,647
-0.1%
0.41%
-4.6%
Q2 2021$2,881,000
+2.3%
44,673
-0.5%
0.43%
-3.8%
Q1 2021$2,816,000
-11.7%
44,908
-15.3%
0.45%
-21.2%
Q4 2020$3,189,000
+13.6%
53,011
-1.5%
0.57%
+0.4%
Q3 2020$2,808,000
+6.1%
53,827
-0.0%
0.57%
-0.7%
Q2 2020$2,647,000
+19.8%
53,833
+2.2%
0.57%
-3.2%
Q1 2020$2,210,000
-1.1%
52,663
+31.3%
0.59%
+20.6%
Q4 2019$2,234,000
+7.0%
40,116
-0.8%
0.49%
-2.2%
Q3 2019$2,088,000
-2.1%
40,424
-0.0%
0.50%
-2.5%
Q2 2019$2,133,000
+1.2%
40,440
-0.4%
0.51%
-1.7%
Q1 2019$2,107,000
+6.2%
40,594
-3.4%
0.52%
-3.7%
Q4 2018$1,984,000
-13.3%
42,021
-0.8%
0.54%
-7.2%
Q3 2018$2,288,000
+0.3%
42,366
+0.5%
0.58%
-6.2%
Q2 2018$2,281,000
-5.2%
42,158
-0.9%
0.62%
-11.9%
Q1 2018$2,406,000
-0.7%
42,555
-0.3%
0.71%
-3.0%
Q4 2017$2,424,000
+1.0%
42,663
-2.7%
0.73%
-7.7%
Q3 2017$2,399,000
+3.2%
43,829
-2.0%
0.79%
-3.8%
Q2 2017$2,325,000
+0.5%
44,731
-3.9%
0.82%
-8.0%
Q1 2017$2,313,000
-17.3%
46,556
-23.6%
0.89%
-26.6%
Q4 2016$2,797,000
-31.5%
60,958
-29.6%
1.22%
-38.7%
Q3 2016$4,085,000
+5.4%
86,530
-0.7%
1.98%
-5.3%
Q2 2016$3,877,000
-1.0%
87,1690.0%2.10%
-9.0%
Q1 2016$3,916,000
-0.4%
87,1690.0%2.30%
-13.3%
Q4 2015$3,932,000
-0.1%
87,169
-1.8%
2.66%
-10.4%
Q3 2015$3,934,000
-11.9%
88,771
+0.0%
2.96%
-9.4%
Q2 2015$4,467,000
-6.2%
88,762
-0.6%
3.27%
-14.0%
Q1 2015$4,764,000
+8.1%
89,3130.0%3.80%
+3.5%
Q4 2014$4,406,00089,3133.67%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mosaic Advisors LLC 405,028$21,677,09019.84%
OIKOS HOLDINGS LLC 915,504$48,997,77417.67%
OKABENA INVESTMENT SERVICES INC 397,389$21,268,25916.54%
25 LLC 473,652$25,349,85115.46%
SAM Advisors, LLC 656,317$35,126,07315.24%
Sageworth Trust Co 3,461,757$185,273,23413.60%
Sunflower Bank, N.A. 1,016,280$54,391,30613.12%
UNIVEST FINANCIAL Corp 723,466$38,719,87412.92%
Global Endowment Management, LP 2,151,446$115,145,39012.32%
Cairn Investment Group, Inc. 278,361$14,8989.88%
View complete list of VANGUARD STAR FDS shareholders