VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,358,183 | -4.5% | 63,302 | +3.5% | 0.34% | -10.3% |
Q2 2023 | $3,515,101 | +61.9% | 61,175 | +56.2% | 0.38% | +32.5% |
Q1 2023 | $2,170,675 | +8.8% | 39,168 | +5.5% | 0.29% | -4.3% |
Q4 2022 | $1,995,413 | +36.1% | 37,138 | +15.9% | 0.30% | +1.4% |
Q3 2022 | $1,466,000 | -17.5% | 32,035 | -7.0% | 0.30% | -23.0% |
Q2 2022 | $1,778,000 | -35.9% | 34,458 | -24.3% | 0.38% | -38.0% |
Q1 2022 | $2,772,000 | -3.2% | 45,536 | +1.9% | 0.62% | -30.0% |
Q4 2021 | $2,865,000 | – | 44,673 | – | 0.88% | – |
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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% |