VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,385,988 | -7.9% | 530,381 | -3.5% | 1.28% | -5.4% |
| Q2 2023 | $30,814,813 | +5.9% | 549,480 | +4.2% | 1.36% | -3.2% |
| Q1 2023 | $29,102,328 | +12.4% | 527,121 | +5.3% | 1.40% | -84.2% |
| Q4 2022 | $25,881,445 | +61.6% | 500,415 | +43.0% | 8.89% | +852.1% |
| Q3 2022 | $16,020,000 | +2905.6% | 350,013 | +3290.0% | 0.93% | +3013.3% |
| Q2 2022 | $533,000 | -42.4% | 10,325 | -37.9% | 0.03% | -25.0% |
| Q4 2019 | $926,000 | -81.5% | 16,627 | -83.6% | 0.04% | -95.0% |
| Q1 2017 | $5,013,000 | – | 101,287 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |