Capital Asset Advisory Services 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
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 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