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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,738 | -4.1% | 1,060 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $59,137 | +4.2% | 1,054 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $56,755 | +138326.8% | 1,027 | +30.3% | 0.01% | +25.0% |
| Q4 2022 | $41 | -99.9% | 788 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 779 | +6.4% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -11.6% | 732 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $43,000 | -6.5% | 724 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | +2.2% | 723 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | -4.3% | 712 | +0.6% | 0.00% | -20.0% |
| Q2 2021 | $47,000 | -16.1% | 708 | -21.2% | 0.01% | -16.7% |
| Q1 2021 | $56,000 | +3.7% | 899 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $54,000 | +980.0% | 896 | +929.9% | 0.01% | +500.0% |
| Q2 2017 | $5,000 | – | 87 | – | 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% |