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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,047,000 | -29.1% | 24,955 | -5.8% | 0.54% | -22.1% |
Q4 2019 | $1,476,000 | +6.8% | 26,505 | -0.9% | 0.69% | -16.5% |
Q3 2019 | $1,382,000 | +0.9% | 26,754 | +3.0% | 0.82% | -2.5% |
Q2 2019 | $1,370,000 | +2.2% | 25,965 | +0.5% | 0.85% | -1.5% |
Q1 2019 | $1,341,000 | +15.0% | 25,832 | +4.6% | 0.86% | +3.4% |
Q4 2018 | $1,166,000 | -11.7% | 24,702 | +0.9% | 0.83% | +17.2% |
Q3 2018 | $1,321,000 | -0.1% | 24,472 | +0.1% | 0.71% | -15.4% |
Q2 2018 | $1,322,000 | -6.6% | 24,439 | -2.4% | 0.84% | -7.1% |
Q1 2018 | $1,416,000 | -1.4% | 25,042 | -0.9% | 0.90% | -1.2% |
Q4 2017 | $1,436,000 | +7.0% | 25,273 | +3.1% | 0.91% | +2.7% |
Q3 2017 | $1,342,000 | +17.8% | 24,520 | +11.9% | 0.89% | +15.3% |
Q2 2017 | $1,139,000 | +8.0% | 21,907 | +3.2% | 0.77% | +1.3% |
Q1 2017 | $1,055,000 | +66.1% | 21,231 | +53.3% | 0.76% | +58.9% |
Q4 2016 | $635,000 | – | 13,849 | – | 0.48% | – |
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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% |