Berman Capital Advisors, 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
Berman Capital Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2021$11,415,000
-29.6%
180,449
-26.9%
1.80%
-30.4%
Q2 2021$16,221,000
+48.3%
246,976
+41.5%
2.58%
+12.9%
Q1 2021$10,941,000
+6.1%
174,509
+1.8%
2.29%
-7.4%
Q4 2020$10,311,000
+12.9%
171,402
-2.1%
2.47%
-4.7%
Q3 2020$9,129,000
-17.4%
175,000
-22.2%
2.59%
-10.7%
Q2 2020$11,053,000
-24.7%
224,815
-35.8%
2.90%
-38.8%
Q1 2020$14,688,000
-30.1%
350,052
-7.3%
4.74%
-21.8%
Q4 2019$21,018,000
+17.4%
377,424
+8.9%
6.06%
+8.5%
Q3 2019$17,909,000
-13.2%
346,698
-11.4%
5.58%
-15.0%
Q2 2019$20,634,000
-12.8%
391,159
-14.2%
6.57%
-17.1%
Q1 2019$23,666,000
-4.9%
456,019
-13.5%
7.92%
-18.9%
Q4 2018$24,886,000
-30.0%
527,045
-20.0%
9.77%
-34.8%
Q3 2018$35,567,000
-13.7%
658,655
-13.5%
14.98%
+4.5%
Q2 2018$41,208,000
+7.8%
761,717
+12.7%
14.34%
-1.6%
Q1 2018$38,223,000
+9.3%
675,915
+9.8%
14.58%
+26.0%
Q4 2017$34,967,000615,50911.57%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2021
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