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 | $1,417,393 | -4.6% | 26,483 | -0.0% | 0.82% | -1.2% |
| Q2 2023 | $1,485,638 | +7.0% | 26,491 | +5.3% | 0.83% | -1.1% |
| Q1 2023 | $1,388,496 | -2.1% | 25,149 | -8.3% | 0.84% | -3.4% |
| Q4 2022 | $1,418,025 | -2.7% | 27,417 | -13.9% | 0.87% | -9.7% |
| Q3 2022 | $1,457,000 | +86.1% | 31,840 | +109.9% | 0.96% | +91.8% |
| Q2 2022 | $783,000 | -7.7% | 15,169 | +6.8% | 0.50% | +1.2% |
| Q1 2022 | $848,000 | -28.3% | 14,198 | -23.7% | 0.50% | -29.9% |
| Q4 2021 | $1,182,000 | -25.9% | 18,597 | -26.2% | 0.71% | +0.3% |
| Q3 2021 | $1,595,000 | +10.0% | 25,216 | +14.2% | 0.71% | +7.3% |
| Q2 2021 | $1,450,000 | – | 22,071 | – | 0.66% | – |
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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% |