VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $265,960,124 | -3.2% | 4,999,006 | +1.4% | 4.29% | -2.1% |
Q2 2023 | $274,887,321 | +4.3% | 4,930,592 | +1.6% | 4.39% | -4.0% |
Q1 2023 | $263,513,230 | +8.7% | 4,851,367 | +3.0% | 4.57% | +3.6% |
Q4 2022 | $242,350,383 | +8.1% | 4,709,391 | -3.9% | 4.41% | -7.5% |
Q3 2022 | $224,275,000 | -7.4% | 4,900,053 | +4.4% | 4.77% | -4.0% |
Q2 2022 | $242,254,000 | -30.1% | 4,693,938 | -19.1% | 4.97% | -22.7% |
Q1 2022 | $346,808,000 | -7.3% | 5,805,283 | -1.4% | 6.43% | -14.6% |
Q4 2021 | $374,139,000 | – | 5,885,464 | – | 7.53% | – |
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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% |