Winch Advisory Services, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$30
-6.2%
560
-1.8%
0.01%0.0%
Q2 2023$32
+3.2%
570
+1.2%
0.01%
-8.3%
Q1 2023$31
+6.9%
563
+0.2%
0.01%0.0%
Q4 2022$29
-99.9%
562
+1.3%
0.01%
+9.1%
Q3 2022$25,000
+4.2%
555
+17.1%
0.01%
+10.0%
Q2 2022$24,000
-14.3%
474
+1.1%
0.01%0.0%
Q1 2022$28,0000.0%469
+8.1%
0.01%
+11.1%
Q4 2021$28,000
+3.7%
434
+1.4%
0.01%0.0%
Q3 2021$27,000
-3.6%
428
+0.7%
0.01%
-10.0%
Q2 2021$28,000
+16.7%
425
+9.5%
0.01%0.0%
Q1 2021$24,000
+4.3%
388
+0.3%
0.01%0.0%
Q4 2020$23,000
+27.8%
387
+9.6%
0.01%
+25.0%
Q3 2020$18,000
-33.3%
353
-34.9%
0.01%
-38.5%
Q2 2020$27,000
+17.4%
542
+0.6%
0.01%
+18.2%
Q1 2020$23,000
-23.3%
539
+0.2%
0.01%
-21.4%
Q4 2019$30,000
+200.0%
538
+189.2%
0.01%
+180.0%
Q3 2019$10,0000.0%186
+0.5%
0.01%0.0%
Q2 2019$10,000
+25.0%
185
+25.9%
0.01%
+25.0%
Q1 2019$8,0001470.00%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2022
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