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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,537,377 | +1.6% | 27,414 | 0.0% | 0.77% | +7.1% |
| Q1 2023 | $1,513,527 | +102581.6% | 27,414 | -3.8% | 0.72% | -13.9% |
| Q4 2022 | $1,474 | -99.9% | 28,492 | -0.6% | 0.83% | +0.7% |
| Q3 2022 | $1,313,000 | -11.9% | 28,678 | -0.7% | 0.83% | -18.0% |
| Q2 2022 | $1,490,000 | -13.6% | 28,872 | 0.0% | 1.01% | -37.2% |
| Q1 2022 | $1,725,000 | -6.1% | 28,872 | -0.1% | 1.60% | +34.0% |
| Q4 2021 | $1,837,000 | -2.5% | 28,892 | -3.0% | 1.20% | -14.4% |
| Q3 2021 | $1,885,000 | -14.7% | 29,792 | -11.5% | 1.40% | -3.6% |
| Q2 2021 | $2,211,000 | +8.0% | 33,658 | +3.0% | 1.45% | -9.4% |
| Q1 2021 | $2,048,000 | +4.2% | 32,663 | 0.0% | 1.60% | -2.2% |
| Q4 2020 | $1,965,000 | +13.6% | 32,663 | -1.4% | 1.64% | -2.3% |
| Q3 2020 | $1,729,000 | – | 33,142 | – | 1.68% | – |
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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% |