VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $135,165 | -4.0% | 2,526 | -97.4% | 0.10% | +1.1% |
Q2 2023 | $140,869 | +50.9% | 96,701 | +3.6% | 0.10% | +55.7% |
Q1 2023 | $93,364 | +7.0% | 93,364 | +7.0% | 0.06% | -7.6% |
Q4 2022 | $87,268 | +10.5% | 87,268 | +10.1% | 0.07% | +17.9% |
Q3 2022 | $79,000 | -8.1% | 79,297 | -7.3% | 0.06% | -1.8% |
Q2 2022 | $86,000 | -99.4% | 85,534 | -75.2% | 0.06% | -99.3% |
Q1 2022 | $14,820,000 | -3.5% | 344,336 | +0.1% | 8.13% | -8.8% |
Q4 2021 | $15,362,000 | +0.5% | 344,021 | +0.6% | 8.92% | -4.6% |
Q3 2021 | $15,293,000 | +9.9% | 342,114 | +8.4% | 9.34% | +16.2% |
Q2 2021 | $13,917,000 | +40.6% | 315,598 | +99.9% | 8.04% | +14.3% |
Q1 2021 | $9,900,000 | – | 157,902 | – | 7.04% | – |
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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% |