VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,740,900 | +26.3% | 219,374 | +32.3% | 0.13% | +23.6% |
| Q2 2023 | $9,297,919 | +2.3% | 165,797 | +0.8% | 0.11% | -4.5% |
| Q1 2023 | $9,084,866 | +11.9% | 164,551 | +4.9% | 0.11% | +2.8% |
| Q4 2022 | $8,115,796 | +13.8% | 156,918 | +0.7% | 0.11% | -1.8% |
| Q3 2022 | $7,133,000 | -11.0% | 155,849 | +0.3% | 0.11% | -9.1% |
| Q2 2022 | $8,018,000 | -9.4% | 155,354 | +4.9% | 0.12% | -0.8% |
| Q1 2022 | $8,848,000 | +10.2% | 148,085 | +17.3% | 0.12% | +0.8% |
| Q4 2021 | $8,027,000 | +7.3% | 126,281 | +6.7% | 0.12% | -3.2% |
| Q3 2021 | $7,484,000 | +34.6% | 118,373 | +39.9% | 0.12% | +23.8% |
| Q2 2021 | $5,561,000 | +22.1% | 84,633 | +16.4% | 0.10% | +3.1% |
| Q1 2021 | $4,554,000 | -0.2% | 72,681 | -4.3% | 0.10% | -10.1% |
| Q4 2020 | $4,564,000 | -22.0% | 75,951 | -32.3% | 0.11% | +16.0% |
| Q3 2020 | $5,852,000 | +328.4% | 112,127 | +303.2% | 0.09% | +141.0% |
| Q2 2020 | $1,366,000 | +17.6% | 27,811 | +0.4% | 0.04% | +11.4% |
| Q1 2020 | $1,162,000 | -1.9% | 27,693 | +29.9% | 0.04% | +29.6% |
| Q4 2019 | $1,185,000 | +70.5% | 21,313 | +59.1% | 0.03% | -3.6% |
| Q3 2019 | $695,000 | +6.4% | 13,398 | +8.2% | 0.03% | -3.4% |
| Q2 2019 | $653,000 | +29.6% | 12,386 | +27.5% | 0.03% | +7.4% |
| Q1 2019 | $504,000 | -10.2% | 9,718 | -18.3% | 0.03% | -71.3% |
| Q4 2018 | $561,000 | – | 11,892 | – | 0.09% | – |
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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% |