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 | $48,997,774 | +188.9% | 915,504 | +202.7% | 17.67% | +163.9% |
| Q2 2023 | $16,958,816 | +1.6% | 302,404 | 0.0% | 6.70% | -3.7% |
| Q1 2023 | $16,695,725 | +35.0% | 302,404 | +26.4% | 6.96% | +12.2% |
| Q4 2022 | $12,371,631 | -84.7% | 239,204 | -86.5% | 6.20% | -79.1% |
| Q3 2022 | $80,950,000 | -11.3% | 1,768,636 | 0.0% | 29.66% | -2.4% |
| Q2 2022 | $91,279,000 | -13.0% | 1,768,636 | +0.8% | 30.40% | -6.8% |
| Q1 2022 | $104,870,000 | +81.0% | 1,755,436 | +92.6% | 32.63% | +23.1% |
| Q4 2021 | $57,934,000 | +285.8% | 911,336 | +283.9% | 26.50% | +137.3% |
| Q3 2021 | $15,018,000 | +508.0% | 237,400 | +531.4% | 11.17% | +323.7% |
| Q2 2021 | $2,470,000 | – | 37,600 | – | 2.64% | – |
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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% |