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 | $1,338,589 | +4.9% | 25,011 | +10.0% | 0.20% | +21.2% |
| Q2 2023 | $1,275,540 | +4.1% | 22,745 | +2.5% | 0.16% | +2.5% |
| Q1 2023 | $1,225,717 | +6.7% | 22,201 | 0.0% | 0.16% | +1.3% |
| Q4 2022 | $1,148,236 | +116.6% | 22,201 | +91.6% | 0.16% | +87.1% |
| Q3 2022 | $530,000 | -9.4% | 11,590 | +2.2% | 0.08% | -5.6% |
| Q2 2022 | $585,000 | -13.5% | 11,336 | +0.2% | 0.09% | -1.1% |
| Q1 2022 | $676,000 | -5.8% | 11,317 | +0.2% | 0.09% | -4.2% |
| Q4 2021 | $718,000 | -3.0% | 11,293 | 0.0% | 0.10% | -5.0% |
| Q3 2021 | $740,000 | -0.3% | 11,293 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $742,000 | +4.1% | 11,293 | -0.6% | 0.10% | -3.8% |
| Q1 2021 | $713,000 | +4.2% | 11,364 | 0.0% | 0.11% | -10.2% |
| Q4 2020 | $684,000 | – | 11,364 | – | 0.12% | – |
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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% |