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 | $669,757 | +12.4% | 12,514 | +17.7% | 0.04% | +20.6% |
| Q2 2023 | $596,014 | -9.8% | 10,628 | -11.2% | 0.03% | -15.0% |
| Q1 2023 | $660,765 | +5.8% | 11,968 | -0.9% | 0.04% | 0.0% |
| Q4 2022 | $624,292 | +13.7% | 12,071 | +0.6% | 0.04% | +8.1% |
| Q3 2022 | $549,000 | -76.6% | 12,001 | -73.6% | 0.04% | -75.8% |
| Q2 2022 | $2,346,000 | +10.5% | 45,449 | +27.8% | 0.15% | +22.4% |
| Q1 2022 | $2,124,000 | -11.1% | 35,551 | -5.4% | 0.12% | -11.3% |
| Q4 2021 | $2,389,000 | -44.0% | 37,580 | -44.3% | 0.14% | -50.2% |
| Q3 2021 | $4,265,000 | -3.0% | 67,425 | +0.7% | 0.28% | -12.7% |
| Q2 2021 | $4,398,000 | +436.3% | 66,955 | +412.0% | 0.32% | +332.0% |
| Q1 2021 | $820,000 | -3.9% | 13,078 | -7.8% | 0.08% | -20.2% |
| Q4 2020 | $853,000 | +10.2% | 14,177 | -4.5% | 0.09% | -4.1% |
| Q3 2020 | $774,000 | -7.9% | 14,843 | -13.1% | 0.10% | 0.0% |
| Q2 2020 | $840,000 | -26.8% | 17,087 | -37.5% | 0.10% | -56.4% |
| Q1 2020 | $1,147,000 | +80.6% | 27,333 | +139.7% | 0.22% | +161.6% |
| Q4 2019 | $635,000 | – | 11,403 | – | 0.09% | – |
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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% |