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 | $5,061,274 | +5.8% | 94,567 | +10.8% | 0.33% | -1.5% |
| Q2 2023 | $4,786,011 | +3.0% | 85,342 | +1.4% | 0.34% | -5.3% |
| Q1 2023 | $4,646,677 | +7.0% | 84,163 | +0.2% | 0.36% | -1.1% |
| Q4 2022 | $4,343,175 | +4.2% | 83,974 | -7.8% | 0.36% | -17.4% |
| Q3 2022 | $4,168,000 | -11.4% | 91,066 | -0.1% | 0.44% | +2.6% |
| Q2 2022 | $4,705,000 | +4.8% | 91,165 | +21.4% | 0.43% | +17.3% |
| Q1 2022 | $4,488,000 | -41.0% | 75,122 | -37.2% | 0.36% | -33.5% |
| Q4 2021 | $7,603,000 | -1.8% | 119,600 | -2.3% | 0.55% | -17.2% |
| Q3 2021 | $7,742,000 | +84.2% | 122,382 | +91.3% | 0.66% | +77.7% |
| Q2 2021 | $4,202,000 | +181.6% | 63,972 | +168.9% | 0.37% | +135.4% |
| Q1 2021 | $1,492,000 | +84.9% | 23,792 | +77.4% | 0.16% | +42.3% |
| Q4 2020 | $807,000 | +84.7% | 13,408 | +59.9% | 0.11% | +4.7% |
| Q3 2020 | $437,000 | – | 8,385 | – | 0.11% | – |
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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% |