Kovitz Investment Group Partners, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$5,846,476
-38.2%
109,239
-35.3%
0.10%
-24.5%
Q2 2023$9,466,364
+97986.9%
168,801
-3.4%
0.14%
-17.3%
Q1 2023$9,651
+3839.2%
174,801
+3587.8%
0.17%
+3260.0%
Q4 2022$245
-99.9%
4,740
-20.0%
0.01%
-16.7%
Q3 2022$271,000
-17.4%
5,925
-6.8%
0.01%
-14.3%
Q2 2022$328,000
-22.3%
6,355
-10.1%
0.01%
-12.5%
Q1 2022$422,000
-25.4%
7,070
-24.9%
0.01%
-38.5%
Q4 2021$566,000
+10.8%
9,410
+16.6%
0.01%
+30.0%
Q3 2021$511,000
-5.5%
8,070
-1.9%
0.01%
-9.1%
Q2 2021$541,000
-1.6%
8,230
-6.2%
0.01%
-15.4%
Q1 2021$550,000
-2.8%
8,770
-6.8%
0.01%
-7.1%
Q4 2020$566,000
+4.8%
9,410
-9.1%
0.01%
-6.7%
Q3 2020$540,000
+14.6%
10,350
+8.0%
0.02%0.0%
Q2 2020$471,000
-48.4%
9,585
-55.9%
0.02%
-54.5%
Q1 2020$912,000
+7.5%
21,727
+42.7%
0.03%
+32.0%
Q4 2019$848,000
-2.4%
15,230
-9.5%
0.02%
-10.7%
Q3 2019$869,000
-66.2%
16,830
-65.5%
0.03%
-65.4%
Q2 2019$2,571,000
+2.1%
48,730
+0.5%
0.08%
+1.2%
Q1 2019$2,517,00048,5050.08%
Other shareholders
VANGUARD STAR FDS shareholders Q4 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