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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $554,943 | +1.5% | 10,051 | -4.9% | 0.26% | -3.8% |
| Q4 2022 | $546,676 | +14.4% | 10,570 | +1.2% | 0.26% | +5.6% |
| Q3 2022 | $478,000 | -32.6% | 10,444 | -24.0% | 0.25% | -27.5% |
| Q2 2022 | $709,000 | -15.2% | 13,742 | -0.8% | 0.35% | -19.2% |
| Q1 2022 | $836,000 | -9.0% | 13,851 | -4.2% | 0.43% | +105.8% |
| Q4 2021 | $919,000 | +5.1% | 14,459 | +4.6% | 0.21% | +2.5% |
| Q3 2021 | $874,000 | +1.3% | 13,822 | +2.1% | 0.20% | -1.5% |
| Q2 2021 | $863,000 | +1.5% | 13,538 | -0.2% | 0.21% | -10.4% |
| Q1 2021 | $850,000 | +0.8% | 13,560 | +0.4% | 0.23% | -6.5% |
| Q4 2020 | $843,000 | – | 13,501 | – | 0.25% | – |
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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% |