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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $408,969 | -3.5% | 7,408 | -9.6% | 0.03% | -15.0% |
| Q4 2022 | $423,927 | +7.1% | 8,197 | -5.2% | 0.04% | -14.9% |
| Q3 2022 | $396,000 | -20.5% | 8,646 | -10.4% | 0.05% | -19.0% |
| Q2 2022 | $498,000 | -23.1% | 9,652 | -11.0% | 0.06% | -12.1% |
| Q1 2022 | $648,000 | -5.8% | 10,841 | +0.2% | 0.07% | -4.3% |
| Q4 2021 | $688,000 | +3.0% | 10,818 | +2.4% | 0.07% | +3.0% |
| Q3 2021 | $668,000 | -5.4% | 10,561 | -1.7% | 0.07% | -4.3% |
| Q2 2021 | $706,000 | +0.3% | 10,743 | -4.3% | 0.07% | -5.4% |
| Q1 2021 | $704,000 | -0.1% | 11,231 | -4.1% | 0.07% | -12.9% |
| Q4 2020 | $705,000 | +22.6% | 11,713 | +6.2% | 0.08% | +6.2% |
| Q3 2020 | $575,000 | -43.7% | 11,027 | -46.9% | 0.08% | -48.7% |
| Q2 2020 | $1,021,000 | +216.1% | 20,759 | +169.7% | 0.16% | +155.7% |
| Q1 2020 | $323,000 | – | 7,698 | – | 0.06% | – |
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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% |