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 | $2,427,852 | -27.2% | 45,508 | -21.4% | 0.23% | -24.9% |
| Q2 2023 | $3,336,892 | +11.6% | 57,902 | +6.9% | 0.30% | -6.2% |
| Q1 2023 | $2,989,732 | -24.9% | 54,152 | -25.8% | 0.32% | -51.1% |
| Q4 2022 | $3,983,064 | +74.4% | 72,990 | +50.3% | 0.66% | -32.4% |
| Q3 2022 | $2,284,000 | -9.0% | 48,555 | -2.1% | 0.97% | -11.3% |
| Q2 2022 | $2,510,000 | -13.4% | 49,606 | 0.0% | 1.10% | -3.0% |
| Q1 2022 | $2,900,000 | -7.2% | 49,606 | 0.0% | 1.13% | -13.5% |
| Q4 2021 | $3,125,000 | +44.4% | 49,606 | +48.1% | 1.30% | +59.3% |
| Q3 2021 | $2,164,000 | +6.6% | 33,486 | +8.1% | 0.82% | +6.6% |
| Q2 2021 | $2,030,000 | -2.1% | 30,966 | -4.0% | 0.77% | -13.3% |
| Q1 2021 | $2,073,000 | +5.2% | 32,266 | +2.8% | 0.89% | -2.2% |
| Q4 2020 | $1,970,000 | -2.4% | 31,381 | -16.6% | 0.91% | -16.0% |
| Q3 2020 | $2,019,000 | +15.1% | 37,636 | +8.5% | 1.08% | +0.9% |
| Q2 2020 | $1,754,000 | +16.9% | 34,696 | 0.0% | 1.07% | -4.6% |
| Q1 2020 | $1,501,000 | -68.1% | 34,696 | -58.6% | 1.12% | -63.7% |
| Q4 2019 | $4,708,000 | +10.8% | 83,824 | -0.3% | 3.08% | -12.3% |
| Q3 2019 | $4,248,000 | +139.7% | 84,080 | +149.4% | 3.51% | +106.9% |
| Q2 2019 | $1,772,000 | – | 33,717 | – | 1.70% | – |
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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% |