VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,676,500 | +0.6% | 50,009 | +5.4% | 0.43% | +1.4% |
Q2 2023 | $2,661,049 | +4.5% | 47,451 | +2.9% | 0.42% | -2.1% |
Q1 2023 | $2,546,316 | +13.6% | 46,121 | +6.4% | 0.43% | +6.7% |
Q4 2022 | $2,242,000 | +18.8% | 43,349 | +5.1% | 0.40% | +21.6% |
Q3 2022 | $1,888,000 | +2.3% | 41,247 | +15.3% | 0.33% | -0.9% |
Q2 2022 | $1,846,000 | +2.3% | 35,763 | +10.6% | 0.34% | -2.0% |
Q1 2022 | $1,805,000 | +14.7% | 32,321 | +30.6% | 0.34% | -3.1% |
Q4 2021 | $1,573,000 | +20.6% | 24,744 | +20.1% | 0.35% | +1.4% |
Q3 2021 | $1,304,000 | +27.2% | 20,607 | +32.1% | 0.35% | +9.4% |
Q2 2021 | $1,025,000 | +63.5% | 15,604 | +61.1% | 0.32% | +22.2% |
Q1 2021 | $627,000 | +82.8% | 9,683 | +48.7% | 0.26% | +38.8% |
Q3 2020 | $343,000 | – | 6,513 | – | 0.19% | – |
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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% |