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 | $18,830 | -17.7% | 351,832 | -13.7% | 8.95% | -3.4% |
| Q2 2023 | $22,866 | -9.8% | 407,746 | -11.2% | 9.26% | -9.4% |
| Q1 2023 | $25,348 | +4.5% | 459,125 | -2.1% | 10.22% | -1.8% |
| Q4 2022 | $24,251 | -99.9% | 468,896 | -2.3% | 10.41% | +8.5% |
| Q3 2022 | $21,976,000 | -13.4% | 480,148 | -2.3% | 9.59% | -4.7% |
| Q2 2022 | $25,367,000 | -16.9% | 491,511 | -3.9% | 10.06% | -1.9% |
| Q1 2022 | $30,540,000 | -12.0% | 511,220 | -11.4% | 10.26% | -36.2% |
| Q4 2021 | $34,714,000 | +6.8% | 577,028 | +12.3% | 16.08% | +34.3% |
| Q3 2021 | $32,514,000 | -3.5% | 513,979 | +0.2% | 11.97% | -16.6% |
| Q2 2021 | $33,701,000 | -6.3% | 513,107 | -10.5% | 14.36% | -5.9% |
| Q1 2021 | $35,964,000 | +3.6% | 573,591 | -0.6% | 15.27% | -5.0% |
| Q4 2020 | $34,714,000 | – | 577,028 | – | 16.08% | – |
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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% |