VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,138 | -4.6% | 15,380 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $862,677 | +1.0% | 15,383 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $854,099 | +199.8% | 15,470 | +180.8% | 0.00% | +300.0% |
| Q4 2022 | $284,925 | +6.3% | 5,509 | -6.0% | 0.00% | 0.0% |
| Q3 2022 | $268,000 | -11.3% | 5,859 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $302,000 | -53.3% | 5,859 | -45.8% | 0.00% | -66.7% |
| Q1 2022 | $646,000 | +75.1% | 10,811 | +86.4% | 0.00% | +200.0% |
| Q4 2021 | $369,000 | – | 5,801 | – | 0.00% | – |
Download | ||||||
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% |