SOA Wealth Advisors, LLC. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$58,274
-10.4%
1,089
-6.1%
0.01%
-6.7%
Q2 2023$65,052
-27.9%
1,160
-29.0%
0.02%
-31.8%
Q1 2023$90,216
+6.9%
1,634
+0.1%
0.02%
-4.3%
Q4 2022$84,388
-24.7%
1,632
-33.6%
0.02%
-32.4%
Q3 2022$112,000
-6.7%
2,458
+5.3%
0.03%
-2.9%
Q2 2022$120,000
+10.1%
2,334
+27.1%
0.04%
+29.6%
Q1 2022$109,000
-6.0%
1,837
+0.1%
0.03%
-3.6%
Q4 2021$116,000
+0.9%
1,835
+0.7%
0.03%
-3.4%
Q3 2021$115,000
-3.4%
1,822
+0.3%
0.03%
-6.5%
Q2 2021$119,000
+54.5%
1,817
+48.0%
0.03%
+40.9%
Q1 2021$77,000
-28.0%
1,228
-27.3%
0.02%
-24.1%
Q4 2020$107,0001,6900.03%
Other shareholders
VANGUARD STAR FDS shareholders Q1 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