Essex Financial Services, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,591,509
-3.4%
29,737
+1.3%
0.18%
-1.6%
Q2 2023$1,647,018
+3.1%
29,369
+1.5%
0.19%
+11.3%
Q1 2023$1,597,644
+87203.0%
28,938
-18.2%
0.17%
-13.4%
Q4 2022$1,830
-99.9%
35,397
-6.8%
0.19%
-6.3%
Q3 2022$1,739,000
-10.9%
37,993
+0.5%
0.21%
-4.6%
Q2 2022$1,951,000
-54.8%
37,799
-45.9%
0.22%
+3.3%
Q1 2022$4,312,000
+93.1%
69,924
+99.1%
0.21%
-5.0%
Q4 2021$2,233,000
+7.7%
35,128
+7.2%
0.22%
-6.8%
Q3 2021$2,073,000
+32.5%
32,765
+31.3%
0.24%
+4.4%
Q2 2021$1,565,0000.0%24,9610.0%0.23%
-19.2%
Q1 2021$1,565,000
+10.6%
24,961
+6.1%
0.28%
+0.4%
Q4 2020$1,415,000
+34.1%
23,516
+16.3%
0.28%
+8.1%
Q3 2020$1,055,000
+15.0%
20,220
+8.4%
0.26%
-8.5%
Q2 2020$917,000
+57.0%
18,645
+33.9%
0.28%
+36.1%
Q1 2020$584,000
+25.3%
13,923
+66.4%
0.21%
+61.2%
Q4 2019$466,000
+58.0%
8,365
+49.6%
0.13%
+48.3%
Q2 2019$295,000
+5.7%
5,592
+4.1%
0.09%
+3.6%
Q1 2019$279,000
+9.8%
5,3700.0%0.08%
+7.7%
Q4 2018$254,000
-51.2%
5,370
-44.2%
0.08%
-31.6%
Q3 2018$520,000
-33.1%
9,630
-33.0%
0.11%
-39.0%
Q2 2018$777,000
-61.4%
14,363
-59.6%
0.19%
-52.7%
Q1 2018$2,013,000
+236.6%
35,589
+238.1%
0.40%
+178.2%
Q4 2017$598,000
+20.8%
10,526
+10.6%
0.14%
+36.5%
Q2 2017$495,000
+67.8%
9,516
+60.3%
0.10%
+52.9%
Q1 2017$295,000
-6.6%
5,936
-13.8%
0.07%0.0%
Q4 2016$316,0006,8900.07%
Other shareholders
VANGUARD STAR FDS shareholders Q2 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