VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,399,109 | -4.6% | 63,511 | 0.0% | 0.06% | -1.6% |
Q2 2023 | $3,561,697 | +1.6% | 63,511 | 0.0% | 0.06% | -3.1% |
Q1 2023 | $3,506,442 | +6.7% | 63,511 | 0.0% | 0.06% | +1.6% |
Q4 2022 | $3,284,789 | +13.0% | 63,511 | 0.0% | 0.06% | +1.6% |
Q3 2022 | $2,907,000 | -11.3% | 63,511 | 0.0% | 0.06% | -8.7% |
Q2 2022 | $3,278,000 | -48.1% | 63,511 | -39.9% | 0.07% | -38.9% |
Q1 2022 | $6,317,000 | -6.0% | 105,751 | 0.0% | 0.11% | +1.8% |
Q4 2021 | $6,722,000 | +0.5% | 105,751 | 0.0% | 0.11% | -6.7% |
Q3 2021 | $6,690,000 | -3.7% | 105,751 | 0.0% | 0.12% | -11.2% |
Q2 2021 | $6,946,000 | +7.2% | 105,751 | +2.3% | 0.13% | +2.3% |
Q1 2021 | $6,480,000 | +4.2% | 103,347 | 0.0% | 0.13% | +0.8% |
Q4 2020 | $6,218,000 | +15.3% | 103,347 | 0.0% | 0.13% | +2.4% |
Q3 2020 | $5,391,000 | +6.1% | 103,347 | 0.0% | 0.13% | +0.8% |
Q2 2020 | $5,082,000 | +36.8% | 103,347 | +16.7% | 0.13% | +16.7% |
Q1 2020 | $3,715,000 | – | 88,527 | – | 0.11% | – |
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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% |