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 | $380,260 | +8.0% | 7,105 | +11.4% | 0.27% | +7.0% |
Q2 2023 | $352,240 | 0.0% | 6,380 | 0.0% | 0.26% | 0.0% |
Q1 2023 | $352,240 | +6.7% | 6,380 | 0.0% | 0.26% | +3.2% |
Q4 2022 | $329,974 | +13.0% | 6,380 | 0.0% | 0.25% | +7.4% |
Q3 2022 | $292,000 | -11.2% | 6,380 | 0.0% | 0.23% | -3.8% |
Q2 2022 | $329,000 | -13.6% | 6,380 | 0.0% | 0.24% | +0.8% |
Q1 2022 | $381,000 | -6.2% | 6,380 | 0.0% | 0.24% | -2.5% |
Q4 2021 | $406,000 | +0.5% | 6,380 | 0.0% | 0.24% | -8.3% |
Q3 2021 | $404,000 | +9.2% | 6,380 | +13.3% | 0.27% | +4.3% |
Q2 2021 | $370,000 | +4.8% | 5,629 | 0.0% | 0.26% | -3.4% |
Q1 2021 | $353,000 | +4.1% | 5,629 | 0.0% | 0.26% | -6.4% |
Q4 2020 | $339,000 | +15.3% | 5,629 | 0.0% | 0.28% | +0.7% |
Q3 2020 | $294,000 | +124.4% | 5,629 | +111.2% | 0.28% | +102.9% |
Q2 2020 | $131,000 | +17.0% | 2,665 | 0.0% | 0.14% | +1.5% |
Q1 2020 | $112,000 | -43.7% | 2,665 | -25.2% | 0.14% | -28.4% |
Q4 2019 | $199,000 | – | 3,565 | – | 0.19% | – |
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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% |