CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 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
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$794,719
-9.0%
14,849
-4.6%
0.02%
-8.3%
Q2 2023$873,334
-6.4%
15,573
-7.8%
0.02%
-14.3%
Q1 2023$932,884
+15.4%
16,897
+8.1%
0.03%
-6.7%
Q4 2022$808,125
+9.4%
15,625
+9.2%
0.03%
-3.2%
Q2 2022$739,000
-32.4%
14,311
-21.8%
0.03%
-20.5%
Q1 2022$1,094,000
-15.8%
18,311
-10.4%
0.04%
-17.0%
Q4 2021$1,299,000
+41.8%
20,436
+41.2%
0.05%
+30.6%
Q3 2021$916,000
-6.2%
14,477
-2.7%
0.04%
-10.0%
Q2 2021$977,000
+7.6%
14,875
+2.7%
0.04%
-7.0%
Q1 2021$908,000
+4.2%
14,4770.0%0.04%0.0%
Q4 2020$871,000
+33.8%
14,477
+16.0%
0.04%
+16.2%
Q3 2020$651,000
+6.0%
12,477
-0.0%
0.04%0.0%
Q2 2020$614,00012,4800.04%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 681,382$31,187,00048.22%
OIKOS HOLDINGS LLC 1,768,636$80,950,00029.66%
Drystone LLC 276,040$12,634,00018.24%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 558,741$25,574,00015.46%
SAM Advisors, LLC 688,362$31,506,00015.34%
Blooom, Inc. 172,108$7,880,00014.96%
Mosaic Advisors LLC 404,609$18,519,00014.82%
Sageworth Trust Co 3,248,050$148,663,00013.15%
Sunflower Bank, N.A. 1,097,119$50,215,00011.39%
UNIVEST FINANCIAL Corp 743,985$34,052,00011.14%
View complete list of VANGUARD STAR FDS shareholders