VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,638,986 | +238.4% | 105,362 | +254.6% | 0.54% | +175.8% |
| Q2 2023 | $1,666,446 | +33.7% | 29,716 | +31.6% | 0.19% | +31.1% |
| Q1 2023 | $1,246,329 | +25.1% | 22,574 | +17.2% | 0.15% | +12.1% |
| Q4 2022 | $996,556 | +949.0% | 19,268 | +1174.3% | 0.13% | +842.9% |
| Q3 2021 | $95,000 | -47.2% | 1,512 | -45.1% | 0.01% | -36.4% |
| Q2 2021 | $180,000 | +109.3% | 2,754 | +100.3% | 0.02% | +57.1% |
| Q1 2021 | $86,000 | +4.9% | 1,375 | +0.3% | 0.01% | -17.6% |
| Q4 2020 | $82,000 | -99.6% | 1,371 | +215.2% | 0.02% | +41.7% |
| Q3 2020 | $23,208,000 | +4.8% | 435 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $22,154,000 | +374.4% | 432 | +289.2% | 0.01% | +300.0% |
| Q1 2020 | $4,670,000 | -89.8% | 111 | -86.6% | 0.00% | -89.3% |
| Q4 2019 | $45,962,000 | – | 829 | – | 0.03% | – |
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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% |