HB Wealth Management, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$265,960,124
-3.2%
4,999,006
+1.4%
4.29%
-2.1%
Q2 2023$274,887,321
+4.3%
4,930,592
+1.6%
4.39%
-4.0%
Q1 2023$263,513,230
+8.7%
4,851,367
+3.0%
4.57%
+3.6%
Q4 2022$242,350,383
+8.1%
4,709,391
-3.9%
4.41%
-7.5%
Q3 2022$224,275,000
-7.4%
4,900,053
+4.4%
4.77%
-4.0%
Q2 2022$242,254,000
-30.1%
4,693,938
-19.1%
4.97%
-22.7%
Q1 2022$346,808,000
-7.3%
5,805,283
-1.4%
6.43%
-14.6%
Q4 2021$374,139,0005,885,4647.53%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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