Financial Advocates Investment Management - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,033,030
-5.9%
19,302
-1.4%
0.07%
-5.1%
Q2 2023$1,097,580
-8.6%
19,572
-10.0%
0.08%
-9.3%
Q1 2023$1,201,241
+22.2%
21,758
+14.5%
0.09%
+17.8%
Q4 2022$982,774
-26.0%
19,002
+37.2%
0.07%
-33.6%
Q3 2022$1,328,000
+26.8%
13,848
-31.7%
0.11%
+29.4%
Q2 2022$1,047,000
-11.0%
20,281
+3.0%
0.08%
+10.4%
Q1 2022$1,176,000
+122.3%
19,691
+134.9%
0.08%
+133.3%
Q4 2021$529,000
-56.6%
8,382
-56.5%
0.03%
-59.8%
Q3 2021$1,218,000
+94.3%
19,249
+106.0%
0.08%
+95.2%
Q2 2021$627,000
-72.8%
9,346
-74.6%
0.04%
-74.4%
Q1 2021$2,309,000
-1.9%
36,821
-5.9%
0.16%
+1.9%
Q4 2020$2,353,000
+14.0%
39,112
-1.2%
0.16%
-8.5%
Q3 2020$2,064,000
+1.9%
39,572
-3.9%
0.18%
-8.3%
Q2 2020$2,025,000
+25.4%
41,185
+7.0%
0.19%
-16.5%
Q1 2020$1,615,000
+14.9%
38,482
+52.4%
0.23%
+53.3%
Q4 2019$1,406,000
-0.1%
25,250
-7.3%
0.15%
-6.8%
Q3 2019$1,408,000
-48.6%
27,253
-47.5%
0.16%
-49.4%
Q2 2019$2,740,000
-2.5%
51,945
-4.0%
0.32%
-8.9%
Q1 2019$2,809,000
+6.7%
54,117
-3.0%
0.35%
-2.8%
Q4 2018$2,633,000
-14.3%
55,763
-2.0%
0.36%
+4.7%
Q3 2018$3,071,000
+0.2%
56,874
-0.7%
0.34%
-7.5%
Q2 2018$3,065,000
-22.4%
57,253
-18.0%
0.37%
-27.7%
Q1 2018$3,948,000
+2.7%
69,808
+3.2%
0.51%
-2.1%
Q4 2017$3,843,00067,6490.52%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2022
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