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 | $241,108 | -4.6% | 4,505 | 0.0% | 0.08% | -10.7% |
| Q2 2023 | $252,640 | +1.6% | 4,505 | 0.0% | 0.08% | -11.6% |
| Q1 2023 | $248,721 | +20.6% | 4,505 | 0.0% | 0.10% | -27.5% |
| Q4 2022 | $206,194 | +0.1% | 4,505 | 0.0% | 0.13% | 0.0% |
| Q3 2022 | $206,000 | -37.8% | 4,505 | -29.7% | 0.13% | -37.6% |
| Q2 2022 | $331,000 | +58.4% | 6,405 | +82.7% | 0.21% | +50.0% |
| Q1 2022 | $209,000 | -51.3% | 3,505 | -48.1% | 0.14% | -43.1% |
| Q4 2021 | $429,000 | +0.5% | 6,755 | 0.0% | 0.25% | -8.2% |
| Q3 2021 | $427,000 | -3.6% | 6,755 | 0.0% | 0.27% | +21.3% |
| Q2 2021 | $443,000 | +8.8% | 6,755 | 0.0% | 0.22% | +9.4% |
| Q4 2020 | $407,000 | +15.6% | 6,755 | 0.0% | 0.20% | -3.8% |
| Q3 2020 | $352,000 | +1.7% | 6,755 | -3.6% | 0.21% | +0.5% |
| Q2 2020 | $346,000 | +5.8% | 7,005 | -10.2% | 0.21% | -21.4% |
| Q1 2020 | $327,000 | -35.1% | 7,805 | -13.8% | 0.27% | -19.4% |
| Q4 2019 | $504,000 | – | 9,055 | – | 0.33% | – |
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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% |