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 | $21,097,684 | +4.3% | 394,202 | +9.3% | 7.17% | +13.0% |
Q2 2023 | $20,227,597 | +8.7% | 360,691 | +7.0% | 6.35% | +3.9% |
Q1 2023 | $18,612,047 | +16.4% | 337,114 | +9.0% | 6.11% | +4.4% |
Q4 2022 | $15,990,721 | +14.7% | 309,179 | +1.5% | 5.85% | +10.8% |
Q3 2022 | $13,935,628 | +2.8% | 304,471 | +15.9% | 5.28% | +7.6% |
Q2 2022 | $13,558,979 | +8.3% | 262,720 | +25.3% | 4.91% | +24.0% |
Q1 2022 | $12,521,189 | +60.7% | 209,595 | +71.0% | 3.96% | +76.7% |
Q4 2021 | $7,790,527 | +55.2% | 122,550 | +54.4% | 2.24% | +46.0% |
Q3 2021 | $5,020,135 | +62.4% | 79,357 | +68.6% | 1.53% | +62.3% |
Q2 2021 | $3,091,328 | +134.0% | 47,067 | +123.3% | 0.94% | +113.8% |
Q1 2021 | $1,321,314 | – | 21,074 | – | 0.44% | – |
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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% |