VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,933 | -6.3% | 36,606 | +3.4% | 0.94% | -1.0% |
Q2 2023 | $2,063 | -99.9% | 35,413 | -6.5% | 0.95% | -7.9% |
Q1 2023 | $2,090,692 | +7.4% | 37,868 | +0.6% | 1.04% | -1.7% |
Q4 2022 | $1,946,327 | +489.8% | 37,632 | +488.9% | 1.05% | +431.8% |
Q2 2022 | $330,000 | -29.8% | 6,390 | -18.7% | 0.20% | -19.2% |
Q1 2022 | $470,000 | -4.7% | 7,861 | +1.4% | 0.24% | -2.0% |
Q4 2021 | $493,000 | 0.0% | 7,754 | -0.4% | 0.25% | -11.3% |
Q3 2021 | $493,000 | -12.7% | 7,789 | -9.5% | 0.28% | -15.1% |
Q2 2021 | $565,000 | +108.5% | 8,604 | +99.4% | 0.33% | +87.6% |
Q1 2021 | $271,000 | +3.0% | 4,316 | -1.2% | 0.18% | -14.1% |
Q4 2020 | $263,000 | – | 4,367 | – | 0.21% | – |
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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% |