Principle Wealth Partners LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,341,875
+46737.5%
43,757
+43223.8%
0.24%
+23400.0%
Q2 2020$5,000
-98.3%
101
-98.1%
0.00%
-99.0%
Q4 2019$301,000
+7.5%
5,4130.0%0.10%
-1.0%
Q3 2019$280,000
+16.7%
5,413
+19.1%
0.10%
-21.1%
Q2 2019$240,000
+1.7%
4,5460.0%0.12%
-8.9%
Q1 2019$236,000
+8.8%
4,546
-1.2%
0.14%
-25.8%
Q4 2018$217,0004,6030.18%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2019
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