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 | $58,274 | -10.4% | 1,089 | -6.1% | 0.01% | -6.7% |
Q2 2023 | $65,052 | -27.9% | 1,160 | -29.0% | 0.02% | -31.8% |
Q1 2023 | $90,216 | +6.9% | 1,634 | +0.1% | 0.02% | -4.3% |
Q4 2022 | $84,388 | -24.7% | 1,632 | -33.6% | 0.02% | -32.4% |
Q3 2022 | $112,000 | -6.7% | 2,458 | +5.3% | 0.03% | -2.9% |
Q2 2022 | $120,000 | +10.1% | 2,334 | +27.1% | 0.04% | +29.6% |
Q1 2022 | $109,000 | -6.0% | 1,837 | +0.1% | 0.03% | -3.6% |
Q4 2021 | $116,000 | +0.9% | 1,835 | +0.7% | 0.03% | -3.4% |
Q3 2021 | $115,000 | -3.4% | 1,822 | +0.3% | 0.03% | -6.5% |
Q2 2021 | $119,000 | +54.5% | 1,817 | +48.0% | 0.03% | +40.9% |
Q1 2021 | $77,000 | -28.0% | 1,228 | -27.3% | 0.02% | -24.1% |
Q4 2020 | $107,000 | – | 1,690 | – | 0.03% | – |
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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% |