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 | $1,504,938 | +21.2% | 28,120 | +27.0% | 0.18% | +27.3% |
| Q2 2023 | $1,241,975 | -4.0% | 22,146 | -5.5% | 0.14% | -7.9% |
| Q1 2023 | $1,293,411 | +6.4% | 23,427 | -0.3% | 0.15% | 0.0% |
| Q4 2022 | $1,215,209 | +282.1% | 23,496 | +237.5% | 0.15% | +251.2% |
| Q3 2022 | $318,000 | -44.6% | 6,961 | -37.4% | 0.04% | -41.1% |
| Q2 2022 | $574,000 | -15.6% | 11,127 | -2.3% | 0.07% | -6.4% |
| Q1 2022 | $680,000 | -40.6% | 11,385 | -36.8% | 0.08% | -37.6% |
| Q4 2021 | $1,145,000 | +211.1% | 18,025 | +209.4% | 0.12% | +190.7% |
| Q3 2021 | $368,000 | -21.2% | 5,826 | -18.2% | 0.04% | -21.8% |
| Q2 2021 | $467,000 | +4.9% | 7,122 | +0.3% | 0.06% | -16.7% |
| Q1 2021 | $445,000 | +4.5% | 7,102 | +0.1% | 0.07% | +1.5% |
| Q4 2020 | $426,000 | +15.1% | 7,096 | 0.0% | 0.06% | +4.8% |
| Q3 2020 | $370,000 | +6.3% | 7,096 | +0.2% | 0.06% | 0.0% |
| Q2 2020 | $348,000 | -46.9% | 7,079 | -39.8% | 0.06% | -47.9% |
| Q4 2019 | $655,000 | -24.5% | 11,765 | -29.9% | 0.12% | -27.4% |
| Q3 2019 | $867,000 | -1.8% | 16,795 | +0.3% | 0.16% | -7.3% |
| Q2 2019 | $883,000 | +2.3% | 16,740 | +0.7% | 0.18% | -1.7% |
| Q1 2019 | $863,000 | +29.4% | 16,630 | +17.7% | 0.18% | +20.0% |
| Q4 2018 | $667,000 | – | 14,125 | – | 0.15% | – |
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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% |