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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,457,529 | -1.3% | 270,127 | +3.4% | 1.71% | +0.3% |
Q2 2023 | $14,651,349 | +4.3% | 261,258 | +2.7% | 1.71% | -4.6% |
Q1 2023 | $14,045,479 | -8.4% | 254,401 | -14.2% | 1.79% | -17.7% |
Q4 2022 | $15,326,564 | +17.4% | 296,338 | +3.9% | 2.17% | +4.8% |
Q3 2022 | $13,054,000 | -7.6% | 285,211 | +4.2% | 2.07% | -7.7% |
Q2 2022 | $14,124,000 | -27.7% | 273,660 | -16.3% | 2.24% | -16.3% |
Q1 2022 | $19,539,000 | -1.1% | 327,066 | +5.2% | 2.68% | -1.5% |
Q4 2021 | $19,762,000 | +6.6% | 310,876 | +6.1% | 2.72% | -5.2% |
Q3 2021 | $18,539,000 | +51.2% | 293,057 | +57.0% | 2.87% | +45.3% |
Q2 2021 | $12,262,000 | +10.5% | 186,696 | +5.5% | 1.98% | +0.1% |
Q1 2021 | $11,094,000 | +11.2% | 176,943 | +6.7% | 1.98% | +1.6% |
Q4 2020 | $9,978,000 | +20.8% | 165,860 | +4.8% | 1.94% | +1.6% |
Q3 2020 | $8,257,000 | – | 158,266 | – | 1.91% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 733,836 | $37,873,000 | 50.94% |
OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |