Axiom Financial Strategies, LLC - 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
Axiom Financial Strategies, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$14,025,450
+71.6%
262,060
+79.8%
9.41%
+100.8%
Q2 2023$8,174,188
+88.2%
145,759
+85.3%
4.69%
+94.1%
Q1 2023$4,342,364
+7.2%
78,652
+0.5%
2.42%
-5.0%
Q4 2022$4,048,894
+14.9%
78,285
+1.7%
2.54%
+35.8%
Q3 2022$3,523,000
-0.4%
76,965
+12.3%
1.87%
+0.6%
Q2 2022$3,537,000
-2.3%
68,528
+5.1%
1.86%
+2.0%
Q1 2022$3,619,000
-9.6%
65,204
+3.5%
1.82%
+0.3%
Q4 2021$4,004,000
+6.5%
62,989
+6.0%
1.82%
+2.7%
Q3 2021$3,760,000
+204.0%
59,436
+215.7%
1.77%
+210.9%
Q2 2021$1,237,000
-2.0%
18,829
-6.4%
0.57%
-8.1%
Q1 2021$1,262,000
-66.0%
20,123
-71.7%
0.62%
-72.2%
Q4 2020$3,713,0000.0%71,1620.0%2.23%0.0%
Q3 2020$3,713,000
+3.4%
71,162
-2.6%
2.23%
-4.7%
Q2 2020$3,592,000
+3.6%
73,051
-11.6%
2.34%
-16.5%
Q1 2020$3,468,00082,6522.80%
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