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 | $21,677,090 | -10.3% | 405,028 | -6.0% | 19.84% | +10.3% |
| Q2 2023 | $24,164,975 | -0.4% | 430,902 | -1.9% | 17.99% | -8.9% |
| Q1 2023 | $24,253,696 | +11.1% | 439,299 | +4.1% | 19.74% | +6.5% |
| Q4 2022 | $21,829,607 | +17.9% | 422,073 | +4.3% | 18.53% | +25.0% |
| Q3 2022 | $18,519,000 | -10.1% | 404,609 | +1.3% | 14.82% | -3.9% |
| Q2 2022 | $20,606,000 | -12.4% | 399,256 | +1.4% | 15.43% | -42.0% |
| Q1 2022 | $23,515,000 | -17.6% | 393,628 | -12.3% | 26.58% | +26.9% |
| Q4 2021 | $28,535,000 | +3.6% | 448,875 | +3.1% | 20.94% | +14.1% |
| Q3 2021 | $27,550,000 | -3.1% | 435,500 | +0.6% | 18.34% | -1.0% |
| Q2 2021 | $28,423,000 | +2.6% | 432,756 | -2.0% | 18.53% | -21.0% |
| Q1 2021 | $27,696,000 | +11.7% | 441,727 | +7.2% | 23.46% | +3.4% |
| Q4 2020 | $24,785,000 | – | 411,977 | – | 22.68% | – |
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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% |