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 | $328,880 | -15.4% | 6,145 | -11.3% | 0.20% | -12.4% |
| Q2 2023 | $388,634 | -0.5% | 6,930 | 0.0% | 0.23% | -6.0% |
| Q1 2023 | $390,575 | +9.0% | 6,930 | 0.0% | 0.25% | +5.1% |
| Q4 2022 | $358,420 | +9.3% | 6,930 | 0.0% | 0.24% | +9.2% |
| Q3 2022 | $328,000 | -15.7% | 6,930 | -8.1% | 0.22% | -14.6% |
| Q2 2022 | $389,000 | -19.1% | 7,540 | -6.4% | 0.25% | -4.9% |
| Q1 2022 | $481,000 | -5.1% | 8,055 | +1.0% | 0.27% | -1.8% |
| Q4 2021 | $507,000 | +2.8% | 7,975 | +2.3% | 0.27% | -6.8% |
| Q3 2021 | $493,000 | -3.7% | 7,795 | 0.0% | 0.29% | -2.7% |
| Q2 2021 | $512,000 | +3.9% | 7,795 | -0.8% | 0.30% | +11.9% |
| Q1 2021 | $493,000 | +4.2% | 7,855 | 0.0% | 0.27% | -5.0% |
| Q4 2020 | $473,000 | +15.4% | 7,855 | 0.0% | 0.28% | +2.2% |
| Q3 2020 | $410,000 | +17.5% | 7,855 | +18.0% | 0.28% | +1.8% |
| Q2 2020 | $349,000 | -36.0% | 6,655 | -48.8% | 0.27% | -46.5% |
| Q1 2020 | $545,000 | -29.4% | 12,990 | -6.3% | 0.51% | -18.0% |
| Q4 2019 | $772,000 | +40.9% | 13,860 | +30.6% | 0.62% | +29.3% |
| Q3 2019 | $548,000 | -9.6% | 10,610 | -7.6% | 0.48% | -9.8% |
| Q2 2019 | $606,000 | -0.3% | 11,480 | -2.0% | 0.53% | -1.7% |
| Q1 2019 | $608,000 | +5.9% | 11,715 | -3.6% | 0.54% | -5.1% |
| Q4 2018 | $574,000 | -11.1% | 12,150 | +1.5% | 0.57% | +5.6% |
| Q3 2018 | $646,000 | -7.6% | 11,965 | -7.4% | 0.54% | -13.6% |
| Q2 2018 | $699,000 | +21.4% | 12,915 | +26.8% | 0.62% | +22.6% |
| Q1 2018 | $576,000 | – | 10,185 | – | 0.51% | – |
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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% |