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 | $250,741 | -4.6% | 4,685 | 0.0% | 0.09% | -1.1% |
Q2 2023 | $262,735 | +3.1% | 4,685 | +1.5% | 0.09% | -4.3% |
Q1 2023 | $254,794 | +106508.4% | 4,615 | 0.0% | 0.09% | +2.2% |
Q4 2022 | $239 | -99.8% | 4,615 | +36.9% | 0.09% | +37.3% |
Q3 2022 | $154,000 | +22.2% | 3,370 | +37.6% | 0.07% | +28.8% |
Q2 2022 | $126,000 | -13.7% | 2,450 | 0.0% | 0.05% | +2.0% |
Q1 2022 | $146,000 | -2.0% | 2,450 | +4.3% | 0.05% | -3.8% |
Q4 2021 | $149,000 | 0.0% | 2,350 | 0.0% | 0.05% | -11.7% |
Q3 2021 | $149,000 | -3.2% | 2,350 | 0.0% | 0.06% | -14.3% |
Q2 2021 | $154,000 | +4.8% | 2,350 | 0.0% | 0.07% | -1.4% |
Q1 2021 | $147,000 | +16.7% | 2,350 | +12.0% | 0.07% | -9.0% |
Q4 2020 | $126,000 | +40.0% | 2,098 | +21.0% | 0.08% | +23.8% |
Q3 2020 | $90,000 | +13.9% | 1,734 | +7.7% | 0.06% | +6.8% |
Q2 2020 | $79,000 | +43.6% | 1,610 | +22.9% | 0.06% | +25.5% |
Q1 2020 | $55,000 | 0.0% | 1,310 | +31.7% | 0.05% | +23.7% |
Q4 2019 | $55,000 | +7.8% | 995 | 0.0% | 0.04% | +31.0% |
Q3 2019 | $51,000 | -1.9% | 995 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $52,000 | 0.0% | 995 | 0.0% | 0.03% | -3.3% |
Q1 2019 | $52,000 | +10.6% | 995 | 0.0% | 0.03% | +3.4% |
Q4 2018 | $47,000 | – | 995 | – | 0.03% | – |
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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% |