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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $27,097 | +2.4% | 483 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $26,467 | -74.1% | 479 | -75.8% | 0.00% | -76.9% |
| Q4 2022 | $102,333 | +13.7% | 1,979 | +0.2% | 0.01% | +8.3% |
| Q3 2022 | $90,000 | -5.3% | 1,975 | +7.7% | 0.01% | 0.0% |
| Q2 2022 | $95,000 | -12.8% | 1,834 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $109,000 | -24.8% | 1,830 | -19.9% | 0.01% | -20.0% |
| Q4 2021 | $145,000 | +0.7% | 2,285 | +0.2% | 0.02% | -6.2% |
| Q3 2021 | $144,000 | -4.0% | 2,280 | +0.0% | 0.02% | -5.9% |
| Q2 2021 | $150,000 | +4.9% | 2,279 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $143,000 | +652.6% | 2,276 | +613.5% | 0.02% | +466.7% |
| Q4 2020 | $19,000 | +11.8% | 319 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 316 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +200.0% | 314 | +141.5% | 0.00% | +200.0% |
| Q1 2020 | $5,000 | – | 130 | – | 0.00% | – |
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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% |