Geneos Wealth Management Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$280,212
+51.1%
5,236
+58.4%
0.01%
+40.0%
Q2 2023$185,410
+135.4%
3,306
+131.7%
0.01%
+100.0%
Q1 2023$78,778
-15.4%
1,427
-20.8%
0.01%
-16.7%
Q4 2022$93,159
-82.1%
1,801
-84.2%
0.01%
-83.3%
Q3 2022$521,000
-62.0%
11,400
-57.1%
0.04%
-47.1%
Q2 2022$1,370,000
-39.6%
26,560
-30.1%
0.07%
-29.9%
Q1 2022$2,268,000
-8.1%
37,971
-2.2%
0.10%
+3.2%
Q4 2021$2,467,000
+50.1%
38,818
+49.7%
0.09%
+49.2%
Q3 2021$1,644,000
-0.5%
25,926
+3.3%
0.06%
-1.6%
Q2 2021$1,652,000
-74.5%
25,103
-75.0%
0.06%
-64.6%
Q1 2021$6,470,000
+327.1%
100,416
+15.3%
0.18%
+196.7%
Q4 2020$1,515,000
+29.8%
87,120
+284.3%
0.06%
+1.7%
Q3 2020$1,167,000
+5.9%
22,669
+0.5%
0.06%
-1.6%
Q2 2020$1,102,000
-2.8%
22,567
-17.6%
0.06%
-19.7%
Q1 2020$1,134,000
-24.9%
27,385
+1.3%
0.08%
-6.2%
Q4 2019$1,510,000
+10.1%
27,027
+1.4%
0.08%
-1.2%
Q3 2019$1,371,0000.0%26,647
+2.5%
0.08%
-3.5%
Q2 2019$1,371,000
+369.5%
26,001
+362.0%
0.08%
+347.4%
Q1 2019$292,000
+1023.1%
5,628
+912.2%
0.02%
+850.0%
Q4 2018$26,000
-18.8%
556
-7.0%
0.00%0.0%
Q3 2018$32,0000.0%5980.0%0.00%0.0%
Q2 2018$32,000
-3.0%
598
+2.2%
0.00%
-33.3%
Q1 2018$33,0000.0%585
-1.5%
0.00%0.0%
Q4 2017$33,000
-52.9%
594
-53.8%
0.00%
-57.1%
Q3 2017$70,000
-74.1%
1,285
-75.4%
0.01%
-75.0%
Q2 2017$270,000
+15.4%
5,213
+10.5%
0.03%
+16.7%
Q1 2017$234,000
+5.9%
4,717
-2.2%
0.02%
-17.2%
Q4 2016$221,000
-3.5%
4,822
-0.9%
0.03%
-6.5%
Q3 2016$229,000
+9.0%
4,864
+3.1%
0.03%
+3.3%
Q2 2016$210,000
-26.1%
4,719
-26.2%
0.03%
-30.2%
Q1 2016$284,0006,3930.04%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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