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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $255,007 | +1.3% | 4,547 | -0.3% | 0.05% | -2.0% |
Q1 2023 | $251,732 | -0.8% | 4,560 | -7.1% | 0.05% | -5.6% |
Q4 2022 | $253,810 | -9.4% | 4,907 | -19.7% | 0.05% | -16.9% |
Q3 2022 | $280,000 | -24.5% | 6,113 | -15.0% | 0.06% | -14.5% |
Q2 2022 | $371,000 | -13.9% | 7,193 | -0.4% | 0.08% | +5.6% |
Q1 2022 | $431,000 | -10.4% | 7,219 | -4.6% | 0.07% | -6.5% |
Q4 2021 | $481,000 | -10.3% | 7,564 | -15.2% | 0.08% | -31.9% |
Q4 2020 | $536,000 | – | 8,915 | – | 0.11% | – |
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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% |