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 | $474,348 | -4.5% | 8,863 | +0.1% | 0.08% | +50.0% |
| Q2 2023 | $496,532 | +19.2% | 8,854 | +17.4% | 0.05% | +10.6% |
| Q1 2023 | $416,504 | +19.1% | 7,544 | +11.6% | 0.05% | +9.3% |
| Q4 2022 | $349,575 | -64.8% | 6,759 | -55.3% | 0.04% | -73.1% |
| Q2 2021 | $994,000 | +4.7% | 15,134 | 0.0% | 0.16% | -17.5% |
| Q1 2021 | $949,000 | +4.3% | 15,134 | 0.0% | 0.19% | -31.0% |
| Q4 2020 | $910,000 | – | 15,134 | – | 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% |