Fortis Advisors, LLC - 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
Fortis Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$135,165
-4.0%
2,526
-97.4%
0.10%
+1.1%
Q2 2023$140,869
+50.9%
96,701
+3.6%
0.10%
+55.7%
Q1 2023$93,364
+7.0%
93,364
+7.0%
0.06%
-7.6%
Q4 2022$87,268
+10.5%
87,268
+10.1%
0.07%
+17.9%
Q3 2022$79,000
-8.1%
79,297
-7.3%
0.06%
-1.8%
Q2 2022$86,000
-99.4%
85,534
-75.2%
0.06%
-99.3%
Q1 2022$14,820,000
-3.5%
344,336
+0.1%
8.13%
-8.8%
Q4 2021$15,362,000
+0.5%
344,021
+0.6%
8.92%
-4.6%
Q3 2021$15,293,000
+9.9%
342,114
+8.4%
9.34%
+16.2%
Q2 2021$13,917,000
+40.6%
315,598
+99.9%
8.04%
+14.3%
Q1 2021$9,900,000157,9027.04%
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