Newman & Schimel, 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
Newman & Schimel, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2022$7,655,925
+17.3%
148,026
+3.8%
3.46%
+7.3%
Q3 2022$6,526,000
-7.6%
142,586
+4.2%
3.22%
-5.1%
Q2 2022$7,060,000
-5.5%
136,799
+9.4%
3.40%
-30.2%
Q1 2022$7,469,000
-11.3%
125,031
-5.6%
4.86%
+1.8%
Q4 2021$8,423,000
+8.9%
132,505
+8.4%
4.78%
-1.2%
Q3 2021$7,734,000
-5.1%
122,252
-1.5%
4.83%
-5.6%
Q2 2021$8,148,000
+13.3%
124,062
+8.1%
5.12%
+6.4%
Q1 2021$7,194,000
+61.3%
114,745
+54.7%
4.81%
+29.7%
Q4 2020$4,461,00074,1503.71%
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