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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,591 | -4.6% | 6,644 | 0.0% | 0.13% | -2.2% |
Q2 2023 | $372,600 | +1.6% | 6,644 | 0.0% | 0.14% | -2.2% |
Q1 2023 | $366,820 | +6.7% | 6,644 | 0.0% | 0.14% | +1.5% |
Q4 2022 | $343,632 | +15.7% | 6,644 | +2.4% | 0.14% | +2.2% |
Q3 2022 | $297,000 | -10.8% | 6,487 | +0.6% | 0.13% | -6.9% |
Q2 2022 | $333,000 | -12.6% | 6,448 | +1.1% | 0.14% | -4.6% |
Q1 2022 | $381,000 | -4.5% | 6,377 | +0.2% | 0.15% | -3.8% |
Q4 2021 | $399,000 | +1.3% | 6,366 | +2.2% | 0.16% | -6.0% |
Q3 2021 | $394,000 | – | 6,229 | – | 0.17% | – |
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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% |