VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $7,655,925 | +17.3% | 148,026 | +3.8% | 3.46% | +7.3% |
Q3 2022 | $6,526,000 | -7.6% | 142,586 | +4.2% | 3.22% | -5.1% |
Q2 2022 | $7,060,000 | -5.5% | 136,799 | +9.4% | 3.40% | -30.2% |
Q1 2022 | $7,469,000 | -11.3% | 125,031 | -5.6% | 4.86% | +1.8% |
Q4 2021 | $8,423,000 | +8.9% | 132,505 | +8.4% | 4.78% | -1.2% |
Q3 2021 | $7,734,000 | -5.1% | 122,252 | -1.5% | 4.83% | -5.6% |
Q2 2021 | $8,148,000 | +13.3% | 124,062 | +8.1% | 5.12% | +6.4% |
Q1 2021 | $7,194,000 | +61.3% | 114,745 | +54.7% | 4.81% | +29.7% |
Q4 2020 | $4,461,000 | – | 74,150 | – | 3.71% | – |
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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% |