Ascent Group, 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
Ascent Group, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$539,881
-21.2%
10,120
-16.7%
0.06%
-20.0%
Q2 2023$684,831
-4.7%
12,149
-6.6%
0.08%
-1.3%
Q1 2023$718,411
+7.2%
13,012
+0.5%
0.08%
-3.8%
Q4 2022$669,927
-33.8%
12,953
-39.4%
0.08%
-35.8%
Q3 2022$1,012,000
-15.1%
21,374
-4.0%
0.12%
-14.0%
Q2 2022$1,192,000
-8.9%
22,276
+1.8%
0.14%
-5.9%
Q1 2022$1,308,000
+23.6%
21,891
+28.5%
0.15%
+12.6%
Q4 2021$1,058,00017,0420.14%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 649,796$38,819,00046.42%
OIKOS HOLDINGS LLC 1,755,436$104,870,00032.63%
Mosaic Advisors LLC 393,628$23,515,00026.58%
Sageworth Trust Co 5,057,564$302,139,00023.56%
SAM Advisors, LLC 636,899$38,048,00016.46%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 508,164$30,358,00016.09%
Gibson Wealth Advisors LLC 207,344$12,387,00012.64%
UNIVEST FINANCIAL Corp 723,488$43,221,00012.18%
CHERRYDALE WEALTH MANAGEMENT, LLC 264,909$15,825,00011.61%
Family CFO Inc 170,696$10,197,00010.35%
View complete list of VANGUARD STAR FDS shareholders