VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $459,161 | +13.1% | 8,878 | 0.0% | 0.36% | +8.1% |
Q3 2022 | $406,000 | -13.4% | 8,878 | -2.3% | 0.33% | -7.8% |
Q2 2022 | $469,000 | -13.6% | 9,088 | 0.0% | 0.36% | +0.3% |
Q1 2022 | $543,000 | -6.1% | 9,088 | 0.0% | 0.36% | -4.5% |
Q4 2021 | $578,000 | +0.5% | 9,088 | 0.0% | 0.38% | +4.7% |
Q3 2021 | $575,000 | -3.5% | 9,088 | +0.0% | 0.36% | +0.3% |
Q2 2021 | $596,000 | +4.7% | 9,087 | 0.0% | 0.36% | -4.8% |
Q1 2021 | $569,000 | +4.4% | 9,087 | +0.3% | 0.38% | -4.1% |
Q4 2020 | $545,000 | +16.5% | 9,064 | +1.0% | 0.39% | +4.3% |
Q3 2020 | $468,000 | 0.0% | 8,975 | +0.7% | 0.38% | +2.5% |
Q2 2020 | $468,000 | – | 8,916 | – | 0.37% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
Drystone LLC | 276,040 | $12,634,000 | 18.24% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |