Marcum Wealth, 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
Marcum Wealth, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2022$253,000
-11.5%
5,530
-0.2%
0.04%
-11.6%
Q2 2022$286,000
-13.9%
5,543
-0.2%
0.04%
-6.5%
Q1 2022$332,000
+9.2%
5,555
+16.0%
0.05%
+9.5%
Q4 2021$304,000
-20.6%
4,788
-21.0%
0.04%
-30.0%
Q3 2021$383,000
-3.3%
6,061
+0.5%
0.06%
-6.2%
Q2 2021$396,000
+12.8%
6,031
+7.6%
0.06%
+10.3%
Q1 2021$351,000
+3.5%
5,605
-0.4%
0.06%
-27.5%
Q4 2020$339,000
+14.1%
5,630
-1.0%
0.08%
-12.1%
Q3 2020$297,000
-1.7%
5,688
-7.5%
0.09%
-2.2%
Q2 2020$302,000
+37.3%
6,147
+17.5%
0.09%
+9.4%
Q1 2020$220,000
-16.3%
5,232
+10.7%
0.08%
-14.1%
Q4 2019$263,0004,7270.10%
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