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 | $13,580,383 | -3.3% | 253,744 | +1.3% | 3.07% | -0.3% |
| Q2 2023 | $14,045,666 | +12.4% | 250,458 | +10.7% | 3.08% | -5.3% |
| Q1 2023 | $12,496,820 | -0.2% | 226,351 | -6.5% | 3.25% | +5.6% |
| Q4 2022 | $12,520,080 | -54.7% | 242,074 | -1.3% | 3.08% | -59.0% |
| Q3 2022 | $27,608,000 | +124.9% | 245,191 | +3.1% | 7.52% | +136.8% |
| Q2 2022 | $12,273,000 | -16.1% | 237,805 | -2.9% | 3.17% | -7.4% |
| Q1 2022 | $14,623,000 | -2.5% | 244,787 | +3.7% | 3.43% | -3.4% |
| Q4 2021 | $15,005,000 | +10.7% | 236,041 | +10.2% | 3.55% | -1.8% |
| Q3 2021 | $13,554,000 | +1.5% | 214,271 | +5.4% | 3.61% | -0.2% |
| Q2 2021 | $13,348,000 | +23.9% | 203,240 | +13.5% | 3.62% | -1.8% |
| Q4 2020 | $10,776,000 | – | 179,126 | – | 3.69% | – |
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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% |