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 | $344,049 | -23.1% | 6,428 | -19.4% | 0.02% | -25.0% |
| Q2 2023 | $447,235 | +77.9% | 7,975 | +75.2% | 0.02% | +53.8% |
| Q1 2023 | $251,387 | +21.6% | 4,553 | +13.9% | 0.01% | +8.3% |
| Q4 2022 | $206,673 | -21.4% | 3,996 | -21.4% | 0.01% | -29.4% |
| Q2 2022 | $263,000 | -13.5% | 5,087 | +0.0% | 0.02% | -19.0% |
| Q1 2022 | $304,000 | -75.8% | 5,086 | -74.2% | 0.02% | -73.1% |
| Q4 2021 | $1,255,000 | -5.9% | 19,749 | -6.3% | 0.08% | -15.2% |
| Q3 2021 | $1,334,000 | +9.8% | 21,081 | +14.0% | 0.09% | +4.5% |
| Q2 2021 | $1,215,000 | +6.5% | 18,497 | +1.6% | 0.09% | -7.4% |
| Q1 2021 | $1,141,000 | +27.8% | 18,198 | +22.6% | 0.10% | +11.8% |
| Q4 2020 | $893,000 | -13.7% | 14,842 | -25.2% | 0.08% | -26.7% |
| Q3 2020 | $1,035,000 | +158.1% | 19,830 | +181.2% | 0.12% | -2.5% |
| Q4 2017 | $401,000 | +5.2% | 7,052 | +1.3% | 0.12% | -16.8% |
| Q3 2017 | $381,000 | +7.0% | 6,962 | +1.6% | 0.14% | -4.0% |
| Q2 2017 | $356,000 | -8.2% | 6,850 | -19.0% | 0.15% | -25.1% |
| Q4 2016 | $388,000 | – | 8,454 | – | 0.20% | – |
Download | ||||||
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% |