VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,683,978 | +2.6% | 199,626 | +7.5% | 2.08% | +6.0% |
Q2 2023 | $10,417,083 | +41.9% | 185,754 | +39.7% | 1.96% | +32.3% |
Q1 2023 | $7,339,801 | +24.5% | 132,943 | +16.6% | 1.48% | +16.1% |
Q4 2022 | $5,896,646 | +58.3% | 114,011 | +40.1% | 1.28% | +34.0% |
Q3 2022 | $3,725,000 | +39.5% | 81,376 | +57.3% | 0.95% | +39.0% |
Q2 2022 | $2,670,000 | +557.6% | 51,728 | +661.8% | 0.68% | +628.7% |
Q1 2022 | $406,000 | – | 6,790 | – | 0.09% | – |
Download |
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% |