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 | $888,004 | -3.0% | 16,592 | +1.6% | 0.05% | +2.0% |
Q2 2023 | $915,731 | +20.6% | 16,329 | +18.8% | 0.05% | +11.4% |
Q1 2023 | $759,028 | +9.0% | 13,748 | +2.1% | 0.04% | -2.2% |
Q4 2022 | $696,513 | +136.9% | 13,467 | +109.9% | 0.04% | +114.3% |
Q3 2022 | $294,000 | -11.2% | 6,415 | 0.0% | 0.02% | -8.7% |
Q2 2022 | $331,000 | -13.6% | 6,415 | 0.0% | 0.02% | +4.5% |
Q1 2022 | $383,000 | -6.1% | 6,415 | 0.0% | 0.02% | -4.3% |
Q4 2021 | $408,000 | +0.5% | 6,415 | 0.0% | 0.02% | -8.0% |
Q3 2021 | $406,000 | -3.6% | 6,415 | 0.0% | 0.02% | -3.8% |
Q2 2021 | $421,000 | +4.7% | 6,415 | 0.0% | 0.03% | -16.1% |
Q1 2021 | $402,000 | +4.1% | 6,415 | 0.0% | 0.03% | +19.2% |
Q4 2020 | $386,000 | +15.2% | 6,415 | 0.0% | 0.03% | -13.3% |
Q3 2020 | $335,000 | +6.3% | 6,415 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $315,000 | +17.1% | 6,415 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $269,000 | -62.0% | 6,415 | -53.2% | 0.03% | -59.5% |
Q3 2019 | $708,000 | -2.1% | 13,700 | 0.0% | 0.07% | -6.3% |
Q2 2019 | $723,000 | – | 13,700 | – | 0.08% | – |
Download |
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% |