CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$905
-58.1%
16,905
-57.7%
0.06%
+20.4%
Q2 2023$2,160
+89.8%
40,003
+94.1%
0.05%
-3.6%
Q1 2023$1,138
+8.6%
20,605
+1.7%
0.06%
-3.4%
Q4 2022$1,048
-99.9%
20,263
+1.3%
0.06%
+5.5%
Q3 2022$915,000
-11.3%
19,994
+0.1%
0.06%
-1.8%
Q2 2022$1,031,000
-17.7%
19,982
-4.8%
0.06%
-13.8%
Q1 2022$1,253,000
-10.4%
20,980
-4.7%
0.06%
-5.8%
Q4 2021$1,399,000
-19.7%
22,009
-20.8%
0.07%
-32.4%
Q3 2021$1,742,000
-5.4%
27,795
-0.9%
0.10%
-10.5%
Q2 2021$1,841,000
+7.3%
28,034
+2.5%
0.11%
-12.3%
Q1 2021$1,715,000
-4.2%
27,356
-8.1%
0.13%
-12.2%
Q4 2020$1,790,000
+13.4%
29,755
-1.7%
0.15%
-32.4%
Q3 2020$1,578,000
+12.5%
30,255
+6.0%
0.22%
+0.5%
Q2 2020$1,403,000
+15.0%
28,529
-1.9%
0.22%
-6.4%
Q1 2020$1,220,000
-49.6%
29,081
-33.0%
0.23%
-42.9%
Q4 2019$2,419,000
+7.6%
43,432
-0.2%
0.41%
-6.0%
Q3 2019$2,249,000
+5.1%
43,537
+7.4%
0.43%
-3.3%
Q2 2019$2,139,000
+9.6%
40,543
+7.8%
0.45%
-12.0%
Q1 2019$1,952,000
+24.4%
37,609
+13.2%
0.51%
-3.4%
Q4 2018$1,569,000
+222.2%
33,229
+268.8%
0.53%
+193.3%
Q3 2018$487,000
+131.9%
9,010
+132.0%
0.18%
+100.0%
Q2 2018$210,0003,8830.09%
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