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 | $381,651 | -4.6% | 7,131 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $399,906 | +1.6% | 7,131 | 0.0% | 0.11% | -1.8% |
| Q1 2023 | $393,703 | +6.7% | 7,131 | 0.0% | 0.11% | +4.8% |
| Q4 2022 | $368,815 | +13.1% | 7,131 | 0.0% | 0.10% | +8.2% |
| Q3 2022 | $326,000 | -29.0% | 7,131 | -19.8% | 0.10% | -21.8% |
| Q2 2022 | $459,000 | -13.7% | 8,897 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $532,000 | -6.0% | 8,897 | 0.0% | 0.12% | -3.1% |
| Q4 2021 | $566,000 | +14.8% | 8,897 | +14.1% | 0.13% | +4.9% |
| Q3 2021 | $493,000 | -3.7% | 7,797 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $512,000 | +30.6% | 7,797 | +24.8% | 0.13% | +21.2% |
| Q1 2021 | $392,000 | +4.3% | 6,247 | 0.0% | 0.10% | -7.1% |
| Q4 2020 | $376,000 | +15.3% | 6,247 | 0.0% | 0.11% | -4.3% |
| Q3 2020 | $326,000 | – | 6,247 | – | 0.12% | – |
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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% |