VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,223,163 | -4.4% | 22,854 | +0.2% | 0.06% | -5.8% |
Q2 2023 | $1,279,124 | +2.0% | 22,809 | +0.4% | 0.07% | -2.8% |
Q1 2023 | $1,254,151 | +8.7% | 22,716 | +1.9% | 0.07% | +4.4% |
Q4 2022 | $1,153,263 | +7.1% | 22,298 | -5.2% | 0.07% | -5.6% |
Q3 2022 | $1,077,000 | -11.1% | 23,529 | +0.3% | 0.07% | -5.3% |
Q2 2022 | $1,211,000 | -18.6% | 23,464 | -5.8% | 0.08% | -21.6% |
Q1 2022 | $1,487,000 | -20.2% | 24,899 | -15.1% | 0.10% | -17.8% |
Q4 2021 | $1,864,000 | +1.7% | 29,319 | +1.2% | 0.12% | -7.1% |
Q3 2021 | $1,833,000 | +32.5% | 28,976 | +37.6% | 0.13% | +16.5% |
Q2 2021 | $1,383,000 | +14.2% | 21,053 | +9.0% | 0.11% | -59.2% |
Q1 2021 | $1,211,000 | +1.0% | 19,307 | -3.1% | 0.27% | -9.5% |
Q4 2020 | $1,199,000 | +24.4% | 19,923 | +7.8% | 0.30% | +0.7% |
Q3 2020 | $964,000 | -3.1% | 18,478 | -8.7% | 0.29% | -2.3% |
Q2 2020 | $995,000 | +63.1% | 20,236 | +39.3% | 0.30% | +27.1% |
Q1 2020 | $610,000 | – | 14,532 | – | 0.24% | – |
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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% |