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 | $318,016 | -8.2% | 5,942 | -3.8% | 0.01% | +12.5% |
| Q2 2023 | $346,406 | -36.8% | 6,177 | -37.8% | 0.01% | -46.7% |
| Q1 2023 | $548,070 | -17.3% | 9,927 | -22.5% | 0.02% | -25.0% |
| Q4 2022 | $662,637 | +71.7% | 12,812 | +51.9% | 0.02% | +122.2% |
| Q3 2022 | $386,000 | -41.8% | 8,432 | -34.4% | 0.01% | -47.1% |
| Q2 2022 | $663,000 | -13.7% | 12,854 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $768,000 | -15.0% | 12,854 | -9.5% | 0.02% | -29.6% |
| Q4 2021 | $903,000 | +11.3% | 14,203 | +10.8% | 0.03% | +28.6% |
| Q3 2021 | $811,000 | +19.8% | 12,821 | +24.5% | 0.02% | +5.0% |
| Q2 2021 | $677,000 | +96.8% | 10,301 | +87.6% | 0.02% | +66.7% |
| Q1 2021 | $344,000 | -32.4% | 5,490 | -43.8% | 0.01% | -55.6% |
| Q3 2020 | $509,000 | +108.6% | 9,766 | +96.1% | 0.03% | +80.0% |
| Q2 2020 | $244,000 | +17.3% | 4,979 | +0.3% | 0.02% | -16.7% |
| Q1 2020 | $208,000 | -25.4% | 4,963 | -1.2% | 0.02% | -10.0% |
| Q4 2019 | $279,000 | – | 5,024 | – | 0.02% | – |
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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% |