VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,394,641 | -7.4% | 44,743 | -2.9% | 0.34% | -2.6% |
Q2 2023 | $2,585,108 | +1.3% | 46,097 | -0.2% | 0.35% | -7.0% |
Q1 2023 | $2,551,061 | +0.6% | 46,207 | -5.7% | 0.37% | -6.5% |
Q4 2022 | $2,535,000 | +8.9% | 49,022 | -3.6% | 0.40% | +4.2% |
Q3 2022 | $2,328,000 | -16.3% | 50,854 | -5.6% | 0.38% | +7.0% |
Q2 2022 | $2,780,000 | -12.6% | 53,863 | +1.2% | 0.36% | -23.0% |
Q1 2022 | $3,180,000 | -6.6% | 53,224 | -0.6% | 0.47% | -3.3% |
Q4 2021 | $3,405,000 | +1.6% | 53,566 | +1.1% | 0.48% | -6.4% |
Q3 2021 | $3,353,000 | -4.7% | 53,003 | -1.1% | 0.52% | -9.5% |
Q2 2021 | $3,520,000 | +4.7% | 53,598 | -0.0% | 0.57% | -5.0% |
Q1 2021 | $3,362,000 | +2.8% | 53,617 | -1.4% | 0.60% | -10.5% |
Q4 2020 | $3,271,000 | – | 54,378 | – | 0.67% | – |
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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% |