VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,968,817 | -4.9% | 130,210 | -0.4% | 1.51% | -2.1% |
| Q2 2023 | $7,329,619 | +0.6% | 130,699 | -1.0% | 1.54% | -8.4% |
| Q1 2023 | $7,288,437 | +6.5% | 132,013 | -0.2% | 1.68% | +1.1% |
| Q4 2022 | $6,842,163 | -15.0% | 132,292 | -24.7% | 1.66% | -22.6% |
| Q3 2022 | $8,046,000 | -5.4% | 175,796 | +6.7% | 2.15% | -0.6% |
| Q2 2022 | $8,501,000 | -11.9% | 164,724 | +2.0% | 2.16% | +9.2% |
| Q1 2022 | $9,646,000 | +28.8% | 161,473 | +37.1% | 1.98% | +28.9% |
| Q4 2021 | $7,489,000 | +5.6% | 117,811 | +5.1% | 1.53% | -11.1% |
| Q3 2021 | $7,094,000 | -3.3% | 112,137 | +0.4% | 1.72% | -4.5% |
| Q2 2021 | $7,336,000 | +2.9% | 111,694 | -1.8% | 1.81% | -3.0% |
| Q1 2021 | $7,129,000 | +1.8% | 113,703 | -2.3% | 1.86% | -6.2% |
| Q4 2020 | $7,005,000 | +17.7% | 116,435 | +2.0% | 1.98% | +3.6% |
| Q3 2020 | $5,953,000 | +3.3% | 114,115 | -2.6% | 1.92% | -4.9% |
| Q2 2020 | $5,762,000 | +26.8% | 117,190 | +8.2% | 2.01% | +31.0% |
| Q1 2020 | $4,544,000 | +721.7% | 108,302 | +991.6% | 1.54% | +1005.8% |
| Q4 2019 | $553,000 | – | 9,921 | – | 0.14% | – |
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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% |