Avantax Planning Partners, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$29,855,992
-5.3%
557,847
-0.8%
1.25%
-0.3%
Q2 2023$31,522,807
-2.2%
562,104
-3.7%
1.25%
-4.3%
Q1 2023$32,242,143
+5.0%
583,991
-1.6%
1.31%
+7.5%
Q4 2022$30,693,544
+31.9%
593,456
+16.7%
1.22%
+16.2%
Q3 2022$23,275,000
+95.3%
508,518
+120.3%
1.05%
+105.9%
Q2 2022$11,916,000
+24.3%
230,880
+43.9%
0.51%
+33.6%
Q1 2022$9,586,000
-25.2%
160,468
-20.4%
0.38%
-27.7%
Q4 2021$12,819,000
+3982.5%
201,650
+3967.2%
0.53%
+3664.3%
Q3 2021$314,000
-2.8%
4,958
+0.9%
0.01%
-6.7%
Q2 2021$323,000
+4.9%
4,916
+0.0%
0.02%
-6.2%
Q1 2021$308,000
+4.1%
4,914
+0.0%
0.02%
+6.7%
Q4 2020$296,000
-29.9%
4,913
-39.3%
0.02%
-31.8%
Q3 2020$422,000
-1.2%
8,095
-6.7%
0.02%
-8.3%
Q2 2020$427,000
-64.3%
8,677
-69.6%
0.02%
-71.1%
Q1 2020$1,196,000
-75.1%
28,509
-66.9%
0.08%
-70.7%
Q4 2019$4,804,000
+1.3%
86,255
-6.0%
0.28%
-2.7%
Q3 2019$4,741,000
-1.8%
91,773
+0.2%
0.29%
-6.7%
Q2 2019$4,830,000
-1.8%
91,546
-3.4%
0.31%
-8.8%
Q1 2019$4,920,000
-14.0%
94,796
-21.8%
0.34%
-20.6%
Q4 2018$5,721,000
+3043.4%
121,153
+3495.0%
0.43%
+2773.3%
Q3 2018$182,000
-4.7%
3,3700.0%0.02%
-6.2%
Q1 2018$191,000
-49.7%
3,370
-55.9%
0.02%
-52.9%
Q1 2017$380,000
+8.3%
7,6460.0%0.03%
-8.1%
Q4 2016$351,0007,6460.04%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 681,382$31,187,00048.22%
OIKOS HOLDINGS LLC 1,768,636$80,950,00029.66%
Drystone LLC 276,040$12,634,00018.24%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 558,741$25,574,00015.46%
SAM Advisors, LLC 688,362$31,506,00015.34%
Blooom, Inc. 172,108$7,880,00014.96%
Mosaic Advisors LLC 404,609$18,519,00014.82%
Sageworth Trust Co 3,248,050$148,663,00013.15%
Sunflower Bank, N.A. 1,097,119$50,215,00011.39%
UNIVEST FINANCIAL Corp 743,985$34,052,00011.14%
View complete list of VANGUARD STAR FDS shareholders