Diversified Portfolios, Inc. - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$767,477
+23.7%
14,340
+29.6%
0.14%
+16.0%
Q2 2023$620,469
-15.0%
11,064
-16.3%
0.12%
-22.8%
Q1 2023$730,042
+9.5%
13,223
+2.6%
0.16%
+5.9%
Q4 2022$666,774
-17.1%
12,892
-26.6%
0.15%
-29.2%
Q3 2022$804,000
-31.0%
17,570
-22.2%
0.22%
-33.5%
Q2 2022$1,166,000
+63.8%
22,591
+89.5%
0.32%
+90.1%
Q1 2022$712,000
-28.5%
11,921
-23.9%
0.17%
-28.8%
Q4 2021$996,000
+20.4%
15,667
+19.9%
0.24%
+4.8%
Q3 2021$827,000
-3.4%
13,070
+0.3%
0.23%
-29.1%
Q2 2021$856,000
+6.3%
13,036
+1.5%
0.32%
+21.9%
Q1 2021$805,000
+88.1%
12,844
+80.6%
0.26%
+73.2%
Q4 2020$428,000
+16.9%
7,112
+1.5%
0.15%
-3.2%
Q3 2020$366,000
-18.7%
7,008
-23.5%
0.16%
-26.5%
Q2 2020$450,000
+93.1%
9,158
+118.7%
0.22%
+95.5%
Q4 2019$233,000
+7.4%
4,187
-6.7%
0.11%
-14.7%
Q4 2014$217,0004,4880.13%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 733,836$37,873,00050.94%
OIKOS HOLDINGS LLC 1,768,636$91,279,00030.40%
Sageworth Trust Co 4,856,259$250,632,00021.52%
SAM Advisors, LLC 652,744$33,659,00016.86%
Blooom, Inc. 179,808$9,281,00015.95%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 496,548$25,627,00015.81%
Mosaic Advisors LLC 399,256$20,606,00015.43%
UNIVEST FINANCIAL Corp 741,908$38,290,00012.49%
Sunflower Bank, N.A. 1,163,228$60,034,00011.87%
Gibson Wealth Advisors LLC 190,183$9,815,00010.94%
View complete list of VANGUARD STAR FDS shareholders