Soltis Investment Advisors LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$227,192
-4.6%
4,2450.0%0.03%
+3.6%
Q2 2023$238,060
+9.7%
4,245
+8.0%
0.03%0.0%
Q1 2023$217,031
-47.3%
3,931
-50.7%
0.03%
-53.3%
Q2 2022$412,000
-19.8%
7,978
-1.3%
0.06%
-16.7%
Q4 2021$514,0008,0810.07%
Other shareholders
VANGUARD STAR FDS shareholders Q4 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