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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,517,337 | -3.0% | 47,140 | +1.3% | 1.07% | -0.5% |
Q2 2023 | $2,594,398 | +11.3% | 46,516 | +9.9% | 1.07% | +2.6% |
Q1 2023 | $2,330,497 | +23.5% | 42,317 | +15.7% | 1.05% | +10.3% |
Q4 2022 | $1,886,725 | +61.5% | 36,583 | +43.5% | 0.95% | +46.7% |
Q3 2022 | $1,168,000 | -4.3% | 25,502 | +7.9% | 0.65% | -12.8% |
Q2 2022 | $1,220,000 | -18.7% | 23,624 | -6.0% | 0.74% | -14.6% |
Q1 2022 | $1,501,000 | -4.6% | 25,121 | +1.6% | 0.87% | -8.6% |
Q4 2021 | $1,573,000 | -14.8% | 24,733 | -15.2% | 0.95% | -24.9% |
Q3 2021 | $1,846,000 | +0.4% | 29,175 | +4.2% | 1.26% | -0.1% |
Q2 2021 | $1,839,000 | +34.1% | 28,000 | +28.0% | 1.27% | +5.2% |
Q1 2021 | $1,371,000 | +23.5% | 21,868 | +18.5% | 1.20% | +17.5% |
Q4 2020 | $1,110,000 | – | 18,453 | – | 1.02% | – |
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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% |