KILEY JUERGENS WEALTH MANAGEMENT, 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
KILEY JUERGENS WEALTH MANAGEMENT, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$680,560
-4.6%
12,7160.0%0.25%0.0%
Q2 2023$713,113
-2.3%
12,716
-3.8%
0.25%
-9.9%
Q1 2023$729,655
+6.9%
13,216
+0.2%
0.27%
-4.5%
Q4 2022$682,497
+11.3%
13,196
-1.6%
0.29%
-0.7%
Q3 2022$613,000
-12.9%
13,404
-1.8%
0.29%
-13.5%
Q2 2022$704,000
-53.2%
13,652
-45.7%
0.33%
-54.1%
Q1 2022$1,503,000
+58.7%
25,154
+68.9%
0.72%
+101.9%
Q4 2021$947,000
-1.4%
14,893
-1.9%
0.36%
-14.7%
Q3 2021$960,000
-4.6%
15,177
-1.0%
0.42%
-8.7%
Q2 2021$1,006,000
+14.1%
15,327
+8.9%
0.46%0.0%
Q1 2021$882,000
+1.4%
14,077
-2.7%
0.46%
-10.5%
Q4 2020$870,000
+12.5%
14,461
-2.5%
0.52%
-8.8%
Q3 2020$773,000
+0.5%
14,831
-5.3%
0.56%
-12.0%
Q2 2020$769,000
+12.4%
15,656
-4.0%
0.64%
-9.1%
Q1 2020$684,000
-27.9%
16,306
-4.4%
0.71%
-15.3%
Q4 2019$949,000
+19.7%
17,056
+11.1%
0.83%
-3.9%
Q3 2019$793,000
+0.8%
15,356
+2.8%
0.87%
-2.0%
Q2 2019$787,000
-0.5%
14,931
-2.1%
0.89%
-10.1%
Q1 2019$791,000
+10.0%
15,256
+0.1%
0.98%
-2.2%
Q4 2018$719,000
-9.0%
15,241
+4.1%
1.01%
+70.7%
Q3 2018$790,000
+9.1%
14,636
+9.3%
0.59%
-8.7%
Q2 2018$724,000
+6.2%
13,388
+10.9%
0.65%
-12.7%
Q1 2018$682,000
+66.3%
12,070
+66.9%
0.74%
+100.5%
Q4 2017$410,0007,2300.37%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2020
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