VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,767 | +64.2% | 70,388 | +72.1% | 0.61% | +56.7% |
| Q2 2023 | $2,294 | +27.9% | 40,903 | +26.0% | 0.39% | +17.8% |
| Q1 2023 | $1,793 | +71.9% | 32,473 | +61.1% | 0.33% | +58.4% |
| Q4 2022 | $1,043 | -99.9% | 20,158 | +21.8% | 0.21% | +29.8% |
| Q3 2022 | $757,000 | +1.1% | 16,545 | +14.1% | 0.16% | +19.3% |
| Q2 2022 | $749,000 | +2.0% | 14,505 | +18.1% | 0.14% | +16.4% |
| Q1 2022 | $734,000 | -2.5% | 12,279 | +3.7% | 0.12% | +10.5% |
| Q4 2021 | $753,000 | +69.6% | 11,841 | +68.8% | 0.10% | +54.4% |
| Q3 2021 | $444,000 | – | 7,016 | – | 0.07% | – |
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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% |