VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,141,261 | -17.7% | 21,324 | -13.8% | 0.81% | -12.1% |
Q2 2023 | $1,386,522 | +1.6% | 24,724 | 0.0% | 0.93% | -2.7% |
Q1 2023 | $1,365,013 | -42.1% | 24,724 | -45.7% | 0.95% | -43.1% |
Q4 2022 | $2,355,794 | +13.0% | 45,549 | 0.0% | 1.67% | +0.7% |
Q3 2022 | $2,085,000 | -11.3% | 45,549 | 0.0% | 1.66% | -4.1% |
Q2 2022 | $2,351,000 | -14.6% | 45,549 | -1.2% | 1.74% | +7.8% |
Q1 2022 | $2,754,000 | -8.4% | 46,099 | -2.5% | 1.61% | +2.8% |
Q4 2021 | $3,005,000 | -1.6% | 47,274 | -2.1% | 1.56% | -11.1% |
Q3 2021 | $3,054,000 | -3.7% | 48,274 | 0.0% | 1.76% | -1.8% |
Q2 2021 | $3,171,000 | +3.5% | 48,274 | -1.2% | 1.79% | -9.6% |
Q1 2021 | $3,064,000 | +5.6% | 48,864 | +1.3% | 1.98% | -5.7% |
Q4 2020 | $2,901,000 | +15.3% | 48,214 | 0.0% | 2.10% | -8.4% |
Q3 2020 | $2,515,000 | +312.3% | 48,214 | +288.8% | 2.30% | +242.2% |
Q2 2020 | $610,000 | +20.6% | 12,400 | +2.9% | 0.67% | +5.3% |
Q1 2020 | $506,000 | -33.8% | 12,050 | -12.2% | 0.64% | +0.5% |
Q4 2019 | $764,000 | +8388.9% | 13,725 | +7525.0% | 0.63% | +6944.4% |
Q3 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $9,000 | +12.5% | 180 | 0.0% | 0.01% | -10.0% |
Q4 2018 | $8,000 | – | 180 | – | 0.01% | – |
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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% |