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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,808,601 | -0.8% | 33,793 | +3.9% | 0.06% | -8.1% |
Q2 2023 | $1,823,497 | -12.5% | 32,516 | -13.9% | 0.06% | -25.3% |
Q1 2023 | $2,085,021 | +8.4% | 37,765 | +1.6% | 0.08% | -14.4% |
Q4 2022 | $1,923,371 | +45.5% | 37,188 | +28.7% | 0.10% | +26.0% |
Q3 2022 | $1,322,000 | -6.1% | 28,889 | +5.9% | 0.08% | -3.8% |
Q2 2022 | $1,408,000 | -6.5% | 27,278 | +8.2% | 0.08% | +6.7% |
Q1 2022 | $1,506,000 | +6.9% | 25,210 | +13.7% | 0.08% | +11.9% |
Q4 2021 | $1,409,000 | +10.5% | 22,165 | +10.0% | 0.07% | -5.6% |
Q3 2021 | $1,275,000 | +10.7% | 20,159 | +15.0% | 0.07% | +1.4% |
Q2 2021 | $1,152,000 | +21.0% | 17,534 | +15.5% | 0.07% | +6.1% |
Q1 2021 | $952,000 | +15.8% | 15,183 | +11.8% | 0.07% | +8.2% |
Q4 2020 | $822,000 | -99.8% | 13,583 | +38.7% | 0.06% | +38.6% |
Q3 2020 | $511,000,000 | – | 9,796 | – | 0.04% | – |
Download |
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% |