VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $911,548 | -90.3% | 17,032 | -89.8% | 0.02% | -89.3% |
Q2 2023 | $9,386,798 | +984.1% | 167,382 | +967.3% | 0.15% | +900.0% |
Q1 2023 | $865,878 | +1.4% | 15,683 | -5.0% | 0.02% | -6.2% |
Q4 2022 | $854,163 | +28.4% | 16,515 | +13.7% | 0.02% | +14.3% |
Q3 2022 | $665,000 | -30.2% | 14,530 | -21.3% | 0.01% | -36.4% |
Q2 2022 | $953,000 | -23.0% | 18,457 | -11.0% | 0.02% | -8.3% |
Q1 2022 | $1,238,000 | +139.5% | 20,728 | +155.1% | 0.02% | +140.0% |
Q4 2021 | $517,000 | +149.8% | 8,125 | +147.7% | 0.01% | +100.0% |
Q3 2021 | $207,000 | -3.7% | 3,280 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $215,000 | +4.4% | 3,280 | +0.0% | 0.01% | -16.7% |
Q1 2021 | $206,000 | – | 3,279 | – | 0.01% | – |
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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% |