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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,488,578 | -12.6% | 26,129 | -17.9% | 0.54% | -21.5% |
Q3 2023 | $1,702,920 | +1.8% | 31,818 | +6.7% | 0.69% | +3.0% |
Q2 2023 | $1,672,471 | +7.0% | 29,823 | +5.3% | 0.67% | +0.6% |
Q1 2023 | $1,563,067 | +8.3% | 28,311 | +1.4% | 0.67% | +0.1% |
Q4 2022 | $1,443,769 | +13.4% | 27,915 | +0.4% | 0.67% | +0.3% |
Q3 2022 | $1,273,000 | -14.5% | 27,810 | -3.6% | 0.66% | -13.9% |
Q2 2022 | $1,489,000 | -4.9% | 28,842 | +10.0% | 0.77% | +6.9% |
Q1 2022 | $1,566,000 | +37.9% | 26,214 | +46.7% | 0.72% | +30.1% |
Q4 2021 | $1,136,000 | +1.0% | 17,871 | +0.5% | 0.56% | -7.5% |
Q3 2021 | $1,125,000 | -1.9% | 17,777 | +1.8% | 0.60% | -14.0% |
Q2 2021 | $1,147,000 | +6.5% | 17,466 | +1.7% | 0.70% | -5.7% |
Q1 2021 | $1,077,000 | +4.5% | 17,177 | +0.3% | 0.74% | -4.3% |
Q4 2020 | $1,031,000 | – | 17,130 | – | 0.77% | – |
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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% |