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 | $980,548 | -5.2% | 18,321 | -0.7% | 0.56% | -7.2% |
| Q2 2023 | $1,034,835 | -3.5% | 18,453 | -5.0% | 0.60% | -12.9% |
| Q1 2023 | $1,072,609 | -56.9% | 19,427 | -59.6% | 0.69% | -57.9% |
| Q4 2022 | $2,488,027 | +171.0% | 48,105 | +139.9% | 1.63% | +137.8% |
| Q3 2022 | $918,000 | -6.6% | 20,049 | +5.3% | 0.69% | -3.4% |
| Q2 2022 | $983,000 | +21.7% | 19,048 | +40.9% | 0.71% | +40.5% |
| Q1 2022 | $808,000 | -46.0% | 13,520 | -42.6% | 0.51% | -44.3% |
| Q4 2021 | $1,497,000 | +123.8% | 23,543 | +123.4% | 0.91% | +107.1% |
| Q3 2021 | $669,000 | -3.3% | 10,539 | +0.1% | 0.44% | -3.7% |
| Q2 2021 | $692,000 | +1.9% | 10,532 | -2.7% | 0.46% | -8.6% |
| Q1 2021 | $679,000 | +7.8% | 10,828 | +3.4% | 0.50% | +6.6% |
| Q4 2020 | $630,000 | +31.2% | 10,471 | +13.9% | 0.47% | +17.3% |
| Q3 2020 | $480,000 | -2.4% | 9,197 | -8.3% | 0.40% | -9.7% |
| Q2 2020 | $492,000 | -92.2% | 10,028 | -93.4% | 0.44% | -92.5% |
| Q1 2020 | $6,330,000 | +1795.2% | 150,859 | +2413.9% | 5.87% | +1799.7% |
| Q4 2019 | $334,000 | – | 6,001 | – | 0.31% | – |
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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% |