VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,702 | -2.7% | 11,505 | +1.9% | 0.34% | -3.1% |
| Q2 2023 | $632,965 | +1.7% | 11,287 | +0.2% | 0.35% | -5.1% |
| Q1 2023 | $622,094 | +19.0% | 11,268 | +11.5% | 0.37% | +10.4% |
| Q4 2022 | $522,676 | +43.6% | 10,106 | +26.9% | 0.34% | +32.2% |
| Q3 2022 | $364,000 | -11.4% | 7,962 | 0.0% | 0.26% | -13.0% |
| Q2 2022 | $411,000 | -8.3% | 7,962 | +5.8% | 0.29% | -6.7% |
| Q1 2022 | $448,000 | -4.9% | 7,522 | +1.4% | 0.31% | -2.5% |
| Q4 2021 | $471,000 | -5.8% | 7,415 | -6.2% | 0.32% | +78.9% |
| Q3 2021 | $500,000 | -4.6% | 7,904 | -0.3% | 0.18% | -16.7% |
| Q2 2021 | $524,000 | +12.4% | 7,928 | +6.6% | 0.22% | -15.6% |
| Q1 2021 | $466,000 | +4.3% | 7,435 | +0.1% | 0.26% | -10.2% |
| Q4 2020 | $447,000 | – | 7,427 | – | 0.28% | – |
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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% |