Principle Wealth Partners LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 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 Q1 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