Capital Asset Advisory Services LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2022$3,237,000
-15.4%
62,717
-2.1%
0.36%
-12.3%
Q1 2022$3,826,000
-5.8%
64,049
+0.2%
0.41%
-5.6%
Q4 2021$4,063,000
-7.9%
63,914
-8.4%
0.43%
-12.2%
Q3 2021$4,413,000
+0.8%
69,753
+4.7%
0.49%
+2.3%
Q2 2021$4,377,000
+209.8%
66,634
+195.7%
0.48%
+127.5%
Q1 2021$1,413,000
+10.8%
22,536
+6.3%
0.21%
-7.0%
Q4 2020$1,275,000
+15.6%
21,194
+0.2%
0.23%
-1.7%
Q3 2020$1,103,000
-2.0%
21,143
-1.1%
0.23%
-4.5%
Q2 2020$1,125,000
+26.0%
21,380
+6.7%
0.24%
+2.1%
Q1 2020$893,000
-33.1%
20,044
-16.7%
0.24%
-24.5%
Q4 2019$1,335,000
+29.4%
24,073
+20.5%
0.31%
-54.3%
Q3 2019$1,032,000
+1.9%
19,980
+4.1%
0.69%
-11.9%
Q2 2019$1,013,00019,1950.78%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2020
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