VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $225,309 | -4.0% | 4,210 | +0.5% | 0.06% | +1.6% |
Q2 2023 | $234,816 | +2.7% | 4,187 | +1.1% | 0.06% | -1.6% |
Q1 2023 | $228,615 | +7.0% | 4,141 | +0.2% | 0.06% | +1.6% |
Q4 2022 | $213,678 | +2.2% | 4,131 | +1.8% | 0.06% | 0.0% |
Q2 2022 | $209,000 | -12.9% | 4,058 | +1.1% | 0.06% | -1.6% |
Q1 2022 | $240,000 | -5.9% | 4,012 | +0.1% | 0.06% | -4.5% |
Q4 2021 | $255,000 | -1.5% | 4,006 | +1.5% | 0.07% | -2.9% |
Q3 2021 | $259,000 | +0.4% | 3,947 | +0.5% | 0.07% | -2.9% |
Q2 2021 | $258,000 | +5.7% | 3,926 | +0.8% | 0.07% | 0.0% |
Q1 2021 | $244,000 | +1.7% | 3,895 | +0.2% | 0.07% | -2.8% |
Q4 2020 | $240,000 | +19.4% | 3,886 | +1.0% | 0.07% | 0.0% |
Q3 2020 | $201,000 | -4.7% | 3,848 | +1.5% | 0.07% | +1.4% |
Q4 2019 | $211,000 | – | 3,793 | – | 0.07% | – |
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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% |