VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $604,711 | -4.2% | 11,299 | +0.4% | 0.14% | -6.6% |
Q2 2023 | $631,005 | +2.5% | 11,252 | +0.9% | 0.15% | -38.6% |
Q1 2023 | $615,900 | +2.9% | 11,156 | +0.2% | 0.25% | +1.2% |
Q4 2022 | $598,366 | +11.2% | 11,137 | -5.9% | 0.24% | -0.8% |
Q3 2022 | $538,000 | -15.4% | 11,835 | -3.6% | 0.24% | -13.4% |
Q2 2022 | $636,000 | -15.3% | 12,277 | -9.2% | 0.28% | -0.7% |
Q1 2022 | $751,000 | -13.3% | 13,526 | +0.1% | 0.28% | -2.4% |
Q4 2021 | $866,000 | +15.0% | 13,513 | +16.7% | 0.29% | +3.2% |
Q3 2021 | $753,000 | +8.0% | 11,581 | +7.8% | 0.28% | -6.0% |
Q2 2021 | $697,000 | +43.4% | 10,745 | +38.6% | 0.30% | +23.9% |
Q1 2021 | $486,000 | +7.0% | 7,752 | +2.7% | 0.24% | -18.2% |
Q4 2020 | $454,000 | – | 7,546 | – | 0.30% | – |
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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% |