VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,474,175 | +4.7% | 163,460 | -3.3% | 0.32% | -7.0% |
| Q3 2023 | $9,047,066 | -5.1% | 169,040 | -0.6% | 0.34% | -1.7% |
| Q2 2023 | $9,536,830 | -0.9% | 170,057 | -2.4% | 0.35% | -7.2% |
| Q1 2023 | $9,620,507 | +101855.4% | 174,252 | -4.5% | 0.38% | -4.6% |
| Q4 2022 | $9,436 | -99.5% | 182,452 | +368.1% | 0.39% | +385.2% |
| Q3 2022 | $1,784,000 | +184.5% | 38,975 | +225.7% | 0.08% | +26.6% |
| Q4 2013 | $627,000 | +3.3% | 11,967 | -1.1% | 0.06% | 0.0% |
| Q3 2013 | $607,000 | +9.8% | 12,097 | +0.0% | 0.06% | -3.0% |
| Q2 2013 | $553,000 | – | 12,095 | – | 0.07% | – |
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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% |