Bragg Financial Advisors, 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
Bragg Financial Advisors, Inc ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$19,504,241
-0.1%
364,429
+4.7%
1.03%
-3.9%
Q2 2023$19,518,028
+2.8%
348,039
+1.2%
1.07%
-4.3%
Q1 2023$18,981,530
+3.5%
343,806
-3.0%
1.12%
+0.4%
Q4 2022$18,338,257
+23.0%
354,568
+8.9%
1.12%
+8.5%
Q3 2022$14,904,000
+5.4%
325,631
+18.9%
1.03%
+9.5%
Q2 2022$14,136,000
-6.8%
273,898
+7.8%
0.94%
+6.2%
Q1 2022$15,173,000
+40.1%
253,986
+48.4%
0.88%
+27.4%
Q4 2021$10,827,0000.0%171,1540.0%0.69%0.0%
Q3 2021$10,827,000
+3.9%
171,154
+7.8%
0.69%
+4.2%
Q2 2021$10,424,000
+5.9%
158,709
+1.1%
0.67%
+0.5%
Q1 2021$9,847,000
+13.0%
157,051
+8.4%
0.66%
-13.1%
Q4 2020$8,717,000
+35.8%
144,905
+17.7%
0.76%
+16.0%
Q3 2020$6,420,000
+32.8%
123,065
+25.1%
0.66%
+22.3%
Q2 2020$4,836,000
+99.6%
98,361
+70.3%
0.54%
+65.0%
Q1 2020$2,423,000
-38.1%
57,750
-17.9%
0.33%
-25.7%
Q4 2019$3,917,000
+5.0%
70,343
-2.6%
0.44%
-3.3%
Q3 2019$3,732,000
-2.7%
72,233
-0.7%
0.45%
-4.0%
Q2 2019$3,837,000
+1.3%
72,744
-0.3%
0.47%
-3.9%
Q1 2019$3,787,000
+8.4%
72,974
-1.3%
0.49%
-6.3%
Q4 2018$3,492,000
+4.8%
73,959
+19.8%
0.52%
+17.2%
Q3 2018$3,333,0000.0%61,727
+0.2%
0.45%
-5.9%
Q2 2018$3,333,000
-4.2%
61,614
+0.1%
0.48%
-6.5%
Q1 2018$3,479,000
+0.1%
61,527
+0.6%
0.51%
+2.0%
Q4 2017$3,476,000
+6.9%
61,190
+3.0%
0.50%
+0.2%
Q3 2017$3,252,000
+8.0%
59,421
+2.5%
0.50%
+4.8%
Q2 2017$3,012,000
+3.5%
57,960
-1.0%
0.48%
+1.9%
Q1 2017$2,909,000
+15.9%
58,552
+7.1%
0.47%
+12.6%
Q4 2016$2,509,000
+10.2%
54,679
+13.4%
0.41%
+1.7%
Q3 2016$2,276,000
+20.7%
48,214
+13.8%
0.41%
+19.7%
Q2 2016$1,885,000
+12.1%
42,370
+13.2%
0.34%
+5.3%
Q1 2016$1,681,000
+35.0%
37,425
+35.6%
0.32%
+21.0%
Q4 2015$1,245,000
+138.0%
27,590
+133.8%
0.27%
+113.6%
Q3 2015$523,000
+49.4%
11,800
+69.7%
0.12%
+56.2%
Q2 2015$350,000
+44.0%
6,955
+44.1%
0.08%
+42.9%
Q1 2015$243,0004,8250.06%
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