TFO Wealth Partners, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$3,597,5880.0%64,1510.0%0.75%
-0.9%
Q2 2023$3,597,588
+1.6%
64,1510.0%0.76%
-2.3%
Q1 2023$3,541,777
+1362121.9%
64,151
+278817.4%
0.78%
Q4 2022$260
-100.0%
23
-100.0%
0.00%
-100.0%
Q3 2022$2,936,000
-11.3%
64,1510.0%0.73%
-1.6%
Q2 2022$3,311,000
-13.6%
64,151
-0.0%
0.74%
-1.8%
Q1 2022$3,833,000
-7.4%
64,157
-2.1%
0.76%
-4.4%
Q4 2021$4,140,000
+2.0%
65,523
+2.1%
0.79%
-1.0%
Q3 2021$4,058,000
+0.9%
64,1510.0%0.80%
-33.6%
Q1 2021$4,022,000
+4.2%
64,1510.0%1.21%
-1.6%
Q4 2020$3,859,000
+15.3%
64,1510.0%1.23%
-4.9%
Q3 2020$3,347,000
+27.3%
64,151
+2.4%
1.29%
+14.1%
Q1 2020$2,629,00062,6771.13%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 681,382$31,187,00048.22%
OIKOS HOLDINGS LLC 1,768,636$80,950,00029.66%
Drystone LLC 276,040$12,634,00018.24%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 558,741$25,574,00015.46%
SAM Advisors, LLC 688,362$31,506,00015.34%
Blooom, Inc. 172,108$7,880,00014.96%
Mosaic Advisors LLC 404,609$18,519,00014.82%
Sageworth Trust Co 3,248,050$148,663,00013.15%
Sunflower Bank, N.A. 1,097,119$50,215,00011.39%
UNIVEST FINANCIAL Corp 743,985$34,052,00011.14%
View complete list of VANGUARD STAR FDS shareholders