Integrated Wealth Concepts LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,267,969
-0.3%
23,692
+4.5%
0.02%0.0%
Q2 2023$1,271,173
+91483.1%
22,667
-9.9%
0.02%
-24.1%
Q1 2023$1,388
+9.2%
25,147
+2.3%
0.03%
-17.1%
Q4 2022$1,271
-99.9%
24,583
+8.2%
0.04%
+6.1%
Q3 2022$1,040,000
-26.9%
22,718
-17.6%
0.03%
-25.0%
Q2 2022$1,423,000
+6.0%
27,582
+22.7%
0.04%
+7.3%
Q1 2022$1,343,000
-4.2%
22,478
+1.9%
0.04%
-2.4%
Q4 2021$1,402,000
+10.7%
22,050
+10.1%
0.04%
+2.4%
Q3 2021$1,267,000
+11.5%
20,021
+15.7%
0.04%
+2.5%
Q2 2021$1,136,000
+6.4%
17,300
+1.5%
0.04%
-9.1%
Q1 2021$1,068,000
+16.6%
17,038
+11.9%
0.04%
+2.3%
Q4 2020$916,000
+18.2%
15,224
+2.5%
0.04%
-10.4%
Q3 2020$775,000
+98.2%
14,854
+86.9%
0.05%
+71.4%
Q2 2020$391,000
+20.3%
7,947
+2.7%
0.03%
-6.7%
Q1 2020$325,000
-34.7%
7,735
-13.4%
0.03%
-28.6%
Q4 2019$498,000
+13.4%
8,934
+5.1%
0.04%
-14.3%
Q3 2019$439,000
+8.1%
8,498
+0.6%
0.05%
-7.5%
Q2 2019$406,000
+2.3%
8,451
+10.4%
0.05%
-20.9%
Q1 2019$397,000
+6.4%
7,654
-3.1%
0.07%
-33.7%
Q4 2018$373,000
+4.8%
7,902
+20.2%
0.10%
-6.5%
Q3 2018$356,000
-97.9%
6,575
-94.5%
0.11%
-98.1%
Q2 2018$16,946,000
+4492.4%
120,378
+1716.8%
5.78%
+3808.1%
Q1 2018$369,000
-6.6%
6,626
-1.6%
0.15%
-12.4%
Q4 2017$395,0006,7360.17%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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