LEAVELL INVESTMENT MANAGEMENT, INC. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
LEAVELL INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$5,860
-6.4%
109,492
-1.9%
0.41%
-3.5%
Q2 2023$6,261
+0.7%
111,636
-0.8%
0.42%
-4.1%
Q1 2023$6,215
+4.2%
112,563
-2.3%
0.44%
-1.1%
Q4 2022$5,962
-99.9%
115,271
-1.7%
0.45%
+5.2%
Q3 2022$5,370,000
-12.8%
117,319
-1.6%
0.43%
-9.6%
Q2 2022$6,155,000
-11.9%
119,264
+1.9%
0.47%
-1.9%
Q1 2022$6,989,000
-7.7%
116,988
-1.8%
0.48%
-4.8%
Q4 2021$7,575,000
+2.1%
119,167
+1.6%
0.50%
-8.9%
Q3 2021$7,418,000
+10.5%
117,265
+9.5%
0.55%
+1.1%
Q2 2021$6,714,0000.0%107,0790.0%0.55%0.0%
Q1 2021$6,714,000
+13.1%
107,079
+8.5%
0.55%
+6.6%
Q4 2020$5,937,000
-5.8%
98,686
-18.3%
0.51%
-6.4%
Q3 2020$6,302,000
+6.5%
120,805
+0.4%
0.55%
-4.9%
Q2 2020$5,917,000
+13.5%
120,345
-3.2%
0.58%
-4.6%
Q1 2020$5,214,000
-27.3%
124,266
-3.5%
0.60%
-10.0%
Q4 2019$7,168,000
+4.2%
128,716
-3.4%
0.67%
-5.0%
Q3 2019$6,882,000
-1.7%
133,218
+0.4%
0.71%
-4.2%
Q2 2019$7,001,000
+1.8%
132,713
+0.1%
0.74%
-4.0%
Q1 2019$6,879,000
+15.7%
132,547
+5.3%
0.77%
+2.8%
Q4 2018$5,944,000
+6.0%
125,886
+21.8%
0.75%
+23.7%
Q3 2018$5,608,000
-0.1%
103,337
-0.4%
0.60%
-5.2%
Q2 2018$5,611,000
-4.8%
103,717
-0.5%
0.64%
-7.1%
Q1 2018$5,892,000
+3.5%
104,189
+4.0%
0.69%
+2.2%
Q4 2017$5,694,000
+5.4%
100,229
+1.5%
0.67%
+0.6%
Q3 2017$5,403,000
+7.7%
98,717
+2.2%
0.67%
+4.9%
Q2 2017$5,018,000
-2.4%
96,552
-6.7%
0.64%
-3.6%
Q1 2017$5,141,000
-25.0%
103,473
-30.8%
0.66%
+39.8%
Q4 2016$6,858,000
+1794.5%
149,474
+1849.1%
0.47%
+790.6%
Q3 2016$362,000
+70.8%
7,669
+60.6%
0.05%
+71.0%
Q2 2016$212,0004,7740.03%
Other shareholders
VANGUARD STAR FDS shareholders Q2 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