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 | $844,224 | -4.6% | 15,774 | 0.0% | 0.53% | -1.7% |
| Q2 2023 | $884,606 | +1.6% | 15,774 | 0.0% | 0.54% | +6.8% |
| Q1 2023 | $870,883 | +6.7% | 15,774 | 0.0% | 0.50% | +2.4% |
| Q4 2022 | $815,831 | +13.0% | 15,774 | 0.0% | 0.49% | +37.6% |
| Q3 2022 | $722,000 | -11.3% | 15,774 | 0.0% | 0.36% | -11.4% |
| Q2 2022 | $814,000 | -13.6% | 15,774 | 0.0% | 0.40% | +30.5% |
| Q1 2022 | $942,000 | -6.1% | 15,774 | 0.0% | 0.31% | -18.7% |
| Q4 2021 | $1,003,000 | +0.5% | 15,774 | 0.0% | 0.38% | -7.6% |
| Q3 2021 | $998,000 | -3.7% | 15,774 | 0.0% | 0.41% | +1.5% |
| Q2 2021 | $1,036,000 | +4.8% | 15,774 | 0.0% | 0.40% | +4.1% |
| Q1 2021 | $989,000 | +4.2% | 15,774 | 0.0% | 0.39% | -2.0% |
| Q4 2020 | $949,000 | +15.3% | 15,774 | 0.0% | 0.40% | +1.5% |
| Q3 2020 | $823,000 | +6.1% | 15,774 | 0.0% | 0.39% | -3.0% |
| Q2 2020 | $776,000 | +17.2% | 15,774 | 0.0% | 0.40% | -2.4% |
| Q1 2020 | $662,000 | -17.1% | 15,774 | +9.9% | 0.41% | -17.9% |
| Q4 2019 | $799,000 | – | 14,354 | – | 0.50% | – |
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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% |