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 | $1,535,542 | -4.5% | 28,691 | +0.0% | 0.44% | -2.6% |
| Q2 2023 | $1,608,318 | +1.6% | 28,679 | 0.0% | 0.45% | -2.4% |
| Q1 2023 | $1,583,368 | +106667.9% | 28,679 | 0.0% | 0.46% | +11525.0% |
| Q4 2022 | $1,483 | -99.8% | 28,679 | +63.1% | 0.00% | +100.0% |
| Q3 2022 | $805,000 | +306.6% | 17,589 | +358.2% | 0.00% | – |
| Q2 2022 | $198,000 | -13.5% | 3,839 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $229,000 | -6.1% | 3,839 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | +0.8% | 3,839 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $242,000 | +68.1% | 3,839 | +74.6% | 0.00% | – |
| Q2 2021 | $144,000 | +5.1% | 2,199 | 0.0% | 0.00% | – |
| Q1 2021 | $137,000 | +3.8% | 2,199 | 0.0% | 0.00% | – |
| Q4 2020 | $132,000 | +15.8% | 2,199 | 0.0% | 0.00% | – |
| Q3 2020 | $114,000 | +5.6% | 2,199 | 0.0% | 0.00% | – |
| Q2 2020 | $108,000 | +17.4% | 2,199 | 0.0% | 0.00% | – |
| Q1 2020 | $92,000 | – | 2,199 | – | 0.00% | – |
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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% |