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 | $531,070 | +5.9% | 9,923 | +11.0% | 0.10% | +8.2% |
| Q2 2023 | $501,401 | +42.3% | 8,941 | +40.1% | 0.10% | +32.9% |
| Q1 2023 | $352,285 | +6.5% | 6,381 | -0.2% | 0.07% | -3.9% |
| Q4 2022 | $330,698 | +11.0% | 6,394 | -1.7% | 0.08% | +7.0% |
| Q3 2022 | $298,000 | -13.6% | 6,503 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $345,000 | -13.5% | 6,503 | -2.6% | 0.07% | -13.3% |
| Q1 2022 | $399,000 | -17.9% | 6,678 | -13.9% | 0.08% | -18.6% |
| Q4 2021 | $486,000 | -21.6% | 7,760 | -40.6% | 0.10% | -63.3% |
| Q4 2018 | $620,000 | – | 13,053 | – | 0.28% | – |
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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% |