VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,043,335 | -1.5% | 19,494 | +3.2% | 0.17% | -1.8% |
| Q2 2023 | $1,059,492 | +2.7% | 18,893 | +1.1% | 0.17% | -4.5% |
| Q1 2023 | $1,031,901 | +5.3% | 18,690 | -1.4% | 0.18% | -1.1% |
| Q4 2022 | $980,261 | +192.6% | 18,953 | +159.3% | 0.18% | +154.9% |
| Q3 2022 | $335,000 | -11.1% | 7,309 | 0.0% | 0.07% | -9.0% |
| Q2 2022 | $377,000 | -16.8% | 7,309 | -3.6% | 0.08% | -6.0% |
| Q1 2022 | $453,000 | -4.0% | 7,585 | +2.1% | 0.08% | -4.6% |
| Q4 2021 | $472,000 | +1.7% | 7,428 | +1.4% | 0.09% | -11.2% |
| Q3 2021 | $464,000 | -3.5% | 7,327 | +0.1% | 0.10% | -3.0% |
| Q2 2021 | $481,000 | +8.3% | 7,323 | +3.5% | 0.10% | +6.3% |
| Q1 2021 | $444,000 | -43.4% | 7,075 | -45.7% | 0.10% | +5.6% |
| Q4 2020 | $784,000 | +153.7% | 13,030 | +120.3% | 0.09% | +5.9% |
| Q3 2020 | $309,000 | +50.0% | 5,915 | +40.9% | 0.08% | +32.8% |
| Q2 2020 | $206,000 | +154.3% | 4,199 | +116.6% | 0.06% | +106.5% |
| Q1 2020 | $81,000 | – | 1,939 | – | 0.03% | – |
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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% |