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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,556,094 | -8.9% | 29,075 | -4.5% | 0.31% | -5.5% |
Q2 2023 | $1,707,636 | -1.1% | 30,450 | -2.7% | 0.33% | -6.5% |
Q1 2023 | $1,726,969 | -1.4% | 31,280 | -7.6% | 0.35% | -4.3% |
Q4 2022 | $1,750,722 | +13.2% | 33,850 | +0.2% | 0.37% | +2.8% |
Q3 2022 | $1,546,000 | -16.7% | 33,780 | -6.0% | 0.36% | -10.7% |
Q2 2022 | $1,855,000 | -15.0% | 35,955 | -1.6% | 0.40% | -2.2% |
Q1 2022 | $2,182,000 | -6.6% | 36,539 | -0.5% | 0.41% | -6.6% |
Q4 2021 | $2,335,000 | +4.9% | 36,739 | +4.4% | 0.44% | -3.3% |
Q3 2021 | $2,225,000 | +26.3% | 35,174 | +31.1% | 0.46% | +24.0% |
Q2 2021 | $1,762,000 | +23.8% | 26,829 | +18.2% | 0.37% | +17.3% |
Q1 2021 | $1,423,000 | +53.0% | 22,694 | +46.8% | 0.31% | +41.6% |
Q4 2020 | $930,000 | +130.2% | 15,454 | +99.7% | 0.22% | +106.5% |
Q3 2020 | $404,000 | +16.8% | 7,740 | +9.9% | 0.11% | +12.6% |
Q2 2020 | $346,000 | +17.3% | 7,040 | 0.0% | 0.10% | 0.0% |
Q1 2020 | $295,000 | – | 7,040 | – | 0.10% | – |
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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% |