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 | $331,021 | -6.4% | 6,185 | -1.9% | 0.00% | 0.0% |
Q2 2023 | $353,584 | +7.6% | 6,305 | +5.9% | 0.00% | 0.0% |
Q1 2023 | $328,610 | +6.7% | 5,952 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $307,837 | +13.2% | 5,952 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $272,000 | -11.4% | 5,952 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $307,000 | -22.5% | 5,952 | -10.2% | 0.00% | -33.3% |
Q1 2022 | $396,000 | -5.9% | 6,625 | 0.0% | 0.00% | +50.0% |
Q4 2021 | $421,000 | +0.5% | 6,625 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $419,000 | -3.7% | 6,625 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $435,000 | +4.8% | 6,625 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $415,000 | +4.0% | 6,625 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $399,000 | +15.3% | 6,625 | 0.0% | 0.00% | +50.0% |
Q3 2020 | $346,000 | +6.1% | 6,625 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $326,000 | +17.3% | 6,625 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $278,000 | -24.7% | 6,625 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $369,000 | – | 6,625 | – | 0.00% | – |
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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% |