VALLEY NATIONAL ADVISERS INC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$113
-5.0%
2,1140.0%0.02%0.0%
Q2 2023$1190.0%2,1140.0%0.02%
-4.8%
Q1 2023$119
+3.5%
2,1140.0%0.02%0.0%
Q4 2022$115
-99.9%
2,1140.0%0.02%0.0%
Q3 2022$99,000
-9.2%
2,1140.0%0.02%
-8.7%
Q2 2022$109,000
-13.5%
2,1140.0%0.02%
-4.2%
Q1 2022$126,000
-6.0%
2,1140.0%0.02%
-4.0%
Q4 2021$134,0000.0%2,1140.0%0.02%
+4.2%
Q3 2021$134,000
-3.6%
2,1140.0%0.02%
-4.0%
Q2 2021$139,000
+4.5%
2,1140.0%0.02%
-3.8%
Q1 2021$133,000
+4.7%
2,1140.0%0.03%
-3.7%
Q4 2020$127,000
+15.5%
2,1140.0%0.03%
+8.0%
Q3 2020$110,000
+5.8%
2,1140.0%0.02%
+4.2%
Q2 2020$104,000
+16.9%
2,1140.0%0.02%
-4.0%
Q1 2020$89,000
-57.4%
2,114
-43.6%
0.02%
-51.9%
Q4 2019$209,000
+1.5%
3,746
-5.8%
0.05%
-7.1%
Q3 2019$206,000
-5.9%
3,978
-4.4%
0.06%
-6.7%
Q2 2019$219,000
-50.3%
4,161
-51.0%
0.06%
-52.4%
Q1 2019$441,000
+10.0%
8,499
+0.0%
0.13%
-3.1%
Q4 2018$401,000
-17.1%
8,496
-5.3%
0.13%
-22.6%
Q3 2018$484,000
-47.1%
8,968
-47.0%
0.17%
-51.9%
Q2 2018$915,000
-28.7%
16,915
-25.4%
0.35%
-26.8%
Q1 2018$1,283,000
-0.6%
22,679
-0.2%
0.48%
+6.2%
Q4 2017$1,291,000
+47.9%
22,720
+42.4%
0.45%
+50.7%
Q3 2017$873,000
+40.4%
15,952
+33.3%
0.30%
+33.6%
Q2 2017$622,000
+1843.8%
11,965
+1602.0%
0.22%
+1073.7%
Q4 2015$32,0007030.02%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2018
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