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 | $961,112 | +59.1% | 17,958 | +66.8% | 0.13% | +67.1% |
| Q2 2023 | $603,926 | -16.9% | 10,769 | -18.2% | 0.08% | -23.2% |
| Q1 2023 | $727,060 | +106195.3% | 13,169 | -0.4% | 0.10% | -2.0% |
| Q4 2022 | $684 | -99.9% | 13,227 | -7.3% | 0.10% | -4.7% |
| Q3 2022 | $653,000 | +212.4% | 14,267 | +252.6% | 0.11% | +231.2% |
| Q2 2022 | $209,000 | -12.9% | 4,046 | +0.8% | 0.03% | -13.5% |
| Q1 2022 | $240,000 | -40.4% | 4,013 | -34.6% | 0.04% | -39.3% |
| Q2 2021 | $403,000 | +8.0% | 6,140 | +3.1% | 0.06% | 0.0% |
| Q1 2021 | $373,000 | +2386.7% | 5,953 | +1884.3% | 0.06% | +1120.0% |
| Q3 2014 | $15,000 | -6.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% |
| Q1 2014 | $16,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $16,000 | +6.7% | 300 | 0.0% | 0.01% | -14.3% |
| Q3 2013 | $15,000 | +7.1% | 300 | 0.0% | 0.01% | +16.7% |
| Q2 2013 | $14,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2013 | $14,000 | – | 300 | – | 0.01% | – |
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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% |