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 | $486,618 | -5.2% | 9,092 | -2.2% | 0.18% | -12.1% |
| Q1 2023 | $513,521 | +11.2% | 9,301 | +4.2% | 0.21% | +7.3% |
| Q4 2022 | $461,610 | +14.5% | 8,925 | +1.2% | 0.19% | +1.6% |
| Q3 2022 | $403,000 | -11.0% | 8,818 | +0.6% | 0.19% | -10.0% |
| Q2 2022 | $453,000 | +16.2% | 8,768 | +34.4% | 0.21% | +27.9% |
| Q1 2022 | $390,000 | -5.8% | 6,526 | +0.2% | 0.16% | 0.0% |
| Q4 2021 | $414,000 | +2.0% | 6,515 | +1.5% | 0.16% | -11.3% |
| Q3 2021 | $406,000 | -3.1% | 6,419 | +0.5% | 0.19% | -2.1% |
| Q2 2021 | $419,000 | +69.6% | 6,384 | +55.3% | 0.19% | +42.9% |
| Q4 2020 | $247,000 | – | 4,110 | – | 0.13% | – |
Download | ||||||
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% |