VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 214 filers reported holding VANGUARD STAR FDS in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $506 | +8.4% | 8,729 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $467 | -4.7% | 8,729 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $490 | +2.3% | 8,729 | +0.7% | 0.01% | -11.1% |
Q1 2023 | $479 | -0.4% | 8,670 | -6.7% | 0.01% | -10.0% |
Q4 2022 | $481 | -99.9% | 9,292 | -28.5% | 0.01% | -23.1% |
Q3 2022 | $595,000 | -27.3% | 12,990 | -18.1% | 0.01% | -23.5% |
Q2 2022 | $818,000 | +347.0% | 15,854 | +416.8% | 0.02% | +466.7% |
Q1 2022 | $183,000 | -5.7% | 3,068 | 0.0% | 0.00% | -25.0% |
Q3 2021 | $194,000 | -5.4% | 3,068 | -1.6% | 0.00% | 0.0% |
Q2 2021 | $205,000 | +5.1% | 3,117 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $195,000 | +3.7% | 3,117 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $188,000 | +17.5% | 3,117 | +1.6% | 0.00% | 0.0% |
Q3 2020 | $160,000 | +6.0% | 3,068 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $151,000 | +17.1% | 3,068 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $129,000 | -40.0% | 3,068 | -26.2% | 0.00% | -33.3% |
Q3 2019 | $215,000 | +42.4% | 4,158 | +45.1% | 0.01% | 0.0% |
Q2 2019 | $151,000 | +1.3% | 2,866 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $149,000 | +10.4% | 2,866 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $135,000 | -12.9% | 2,866 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $155,000 | 0.0% | 2,866 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $155,000 | +127.9% | 2,866 | +138.8% | 0.01% | +100.0% |
Q1 2018 | $68,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $68,000 | +3.0% | 1,200 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $66,000 | +6.5% | 1,200 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $62,000 | +3.3% | 1,200 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $60,000 | +9.1% | 1,200 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $55,000 | -3.5% | 1,200 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $57,000 | +7.5% | 1,200 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $53,000 | – | 1,200 | – | 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% |