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 | $3,221,948 | -1.3% | 60,201 | +3.4% | 0.13% | -2.2% |
| Q2 2023 | $3,265,774 | +3.4% | 58,234 | +1.8% | 0.14% | -6.8% |
| Q1 2023 | $3,159,746 | +8.0% | 57,231 | +1.1% | 0.15% | -2.0% |
| Q4 2022 | $2,926,729 | +16.2% | 56,588 | +2.9% | 0.15% | +6.4% |
| Q3 2022 | $2,518,000 | +56.1% | 55,015 | +76.0% | 0.14% | +58.4% |
| Q2 2022 | $1,613,000 | -9.5% | 31,260 | +4.7% | 0.09% | -14.4% |
| Q1 2022 | $1,783,000 | -5.2% | 29,846 | +0.9% | 0.10% | -10.3% |
| Q4 2021 | $1,880,000 | +6.6% | 29,574 | +6.1% | 0.12% | -4.9% |
| Q3 2021 | $1,763,000 | +8.6% | 27,862 | +12.6% | 0.12% | +1.7% |
| Q2 2021 | $1,624,000 | -12.0% | 24,741 | +4.3% | 0.12% | -82.6% |
| Q4 2018 | $1,845,000 | – | 23,718 | – | 0.69% | – |
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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% |