VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $390 | -4.4% | 7,282 | +0.0% | 0.13% | -3.0% |
Q2 2023 | $408 | -15.4% | 7,281 | -16.6% | 0.13% | -20.4% |
Q1 2023 | $482 | +9.5% | 8,734 | +2.7% | 0.17% | +8.4% |
Q4 2022 | $440 | -99.8% | 8,503 | +49.7% | 0.15% | +52.5% |
Q3 2022 | $260,000 | -21.0% | 5,679 | -11.0% | 0.10% | -18.5% |
Q2 2022 | $329,000 | -25.9% | 6,378 | -14.1% | 0.12% | -17.3% |
Q1 2022 | $444,000 | -7.9% | 7,426 | -2.1% | 0.15% | -5.7% |
Q4 2021 | $482,000 | -23.1% | 7,585 | -23.5% | 0.16% | -28.7% |
Q3 2021 | $627,000 | – | 9,918 | – | 0.22% | – |
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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% |