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 | $856,802 | -27.7% | 16,009 | -24.3% | 0.04% | -30.4% |
| Q2 2023 | $1,185,587 | +26.4% | 21,141 | +24.4% | 0.06% | +30.2% |
| Q1 2023 | $938,128 | +6.4% | 16,992 | -0.4% | 0.04% | +4.9% |
| Q4 2022 | $881,929 | +15.7% | 17,052 | +2.4% | 0.04% | +5.1% |
| Q3 2022 | $762,000 | -27.5% | 16,652 | -18.2% | 0.04% | -15.2% |
| Q2 2022 | $1,051,000 | -21.7% | 20,358 | -9.4% | 0.05% | -6.1% |
| Q1 2022 | $1,342,000 | -9.0% | 22,468 | -3.2% | 0.05% | -15.5% |
| Q4 2021 | $1,475,000 | -5.3% | 23,210 | -5.7% | 0.06% | -14.7% |
| Q3 2021 | $1,557,000 | – | 24,610 | – | 0.07% | – |
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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% |