VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 279 filers reported holding VANGUARD STAR FDS in Q2 2017. The put-call ratio across all filers is 0.91 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $447 | -35.7% | 8,344 | -32.7% | 0.00% | -50.0% |
Q2 2023 | $695 | +3.0% | 12,394 | +1.3% | 0.00% | 0.0% |
Q1 2023 | $675 | +173.3% | 12,229 | +156.4% | 0.00% | +100.0% |
Q4 2022 | $247 | -99.9% | 4,770 | +4.5% | 0.00% | 0.0% |
Q3 2022 | $209,000 | -11.4% | 4,566 | +0.0% | 0.00% | 0.0% |
Q2 2022 | $236,000 | -36.4% | 4,564 | -26.4% | 0.00% | 0.0% |
Q1 2022 | $371,000 | -63.0% | 6,205 | -60.7% | 0.00% | -66.7% |
Q4 2021 | $1,003,000 | -6.7% | 15,772 | -7.1% | 0.00% | -25.0% |
Q3 2021 | $1,075,000 | +127.8% | 16,986 | +136.2% | 0.00% | +300.0% |
Q2 2021 | $472,000 | +12.6% | 7,190 | +7.5% | 0.00% | 0.0% |
Q1 2021 | $419,000 | +17.4% | 6,690 | +12.7% | 0.00% | 0.0% |
Q4 2020 | $357,000 | +73.3% | 5,935 | +50.3% | 0.00% | 0.0% |
Q3 2020 | $206,000 | -52.8% | 3,950 | -62.0% | 0.00% | -50.0% |
Q1 2020 | $436,000 | -54.0% | 10,393 | -38.9% | 0.00% | -50.0% |
Q4 2019 | $947,000 | +131.0% | 16,997 | +114.1% | 0.00% | +100.0% |
Q3 2019 | $410,000 | +29.7% | 7,937 | +32.6% | 0.00% | +100.0% |
Q2 2019 | $316,000 | +5.0% | 5,985 | +3.2% | 0.00% | 0.0% |
Q1 2019 | $301,000 | +11.5% | 5,802 | +1.5% | 0.00% | 0.0% |
Q4 2018 | $270,000 | +13.4% | 5,716 | +29.6% | 0.00% | 0.0% |
Q3 2018 | $238,000 | +3.9% | 4,412 | -4.1% | 0.00% | 0.0% |
Q1 2017 | $229,000 | – | 4,600 | – | 0.00% | – |
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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% |