VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,055,307 | -3.5% | 19,718 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $1,093,167 | +1.6% | 19,493 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,076,209 | +6.7% | 19,493 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,008,178 | +13.0% | 19,493 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $892,000 | -9.7% | 19,493 | +1.8% | 0.01% | -12.5% |
| Q2 2022 | $988,000 | -13.6% | 19,153 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $1,144,000 | +18.8% | 19,153 | +26.4% | 0.01% | +16.7% |
| Q4 2021 | $963,000 | +36.4% | 15,153 | +35.7% | 0.01% | +20.0% |
| Q3 2021 | $706,000 | +45.6% | 11,163 | +51.3% | 0.01% | +66.7% |
| Q2 2021 | $485,000 | +97.2% | 7,378 | +88.3% | 0.00% | +50.0% |
| Q1 2021 | $246,000 | – | 3,918 | – | 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% |