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 | $36,868 | -4.1% | 689 | +0.6% | 0.03% | -3.3% |
Q2 2023 | $38,432 | +2.5% | 685 | +0.9% | 0.03% | +7.1% |
Q1 2023 | $37,487 | +7.0% | 679 | +0.1% | 0.03% | 0.0% |
Q4 2022 | $35,041 | +13.0% | 678 | +1.2% | 0.03% | +7.7% |
Q3 2022 | $31,000 | -8.8% | 670 | +0.6% | 0.03% | -23.5% |
Q2 2022 | $34,000 | -12.8% | 666 | +1.2% | 0.03% | -2.9% |
Q1 2022 | $39,000 | -99.9% | 658 | +3.3% | 0.04% | -10.3% |
Q4 2021 | $40,519,000 | – | 637 | – | 0.04% | – |
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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% |