KESTRA PRIVATE WEALTH SERVICES, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,808,601
-0.8%
33,793
+3.9%
0.06%
-8.1%
Q2 2023$1,823,497
-12.5%
32,516
-13.9%
0.06%
-25.3%
Q1 2023$2,085,021
+8.4%
37,765
+1.6%
0.08%
-14.4%
Q4 2022$1,923,371
+45.5%
37,188
+28.7%
0.10%
+26.0%
Q3 2022$1,322,000
-6.1%
28,889
+5.9%
0.08%
-3.8%
Q2 2022$1,408,000
-6.5%
27,278
+8.2%
0.08%
+6.7%
Q1 2022$1,506,000
+6.9%
25,210
+13.7%
0.08%
+11.9%
Q4 2021$1,409,000
+10.5%
22,165
+10.0%
0.07%
-5.6%
Q3 2021$1,275,000
+10.7%
20,159
+15.0%
0.07%
+1.4%
Q2 2021$1,152,000
+21.0%
17,534
+15.5%
0.07%
+6.1%
Q1 2021$952,000
+15.8%
15,183
+11.8%
0.07%
+8.2%
Q4 2020$822,000
-99.8%
13,583
+38.7%
0.06%
+38.6%
Q3 2020$511,000,0009,7960.04%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2023
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