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 | $702,567 | -4.6% | 13,127 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $736,173 | +1.6% | 13,127 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $724,752 | -29.5% | 13,127 | -34.0% | 0.01% | -30.8% |
| Q4 2022 | $1,028,156 | +75.8% | 19,879 | +55.4% | 0.01% | +62.5% |
| Q3 2022 | $585,000 | -11.4% | 12,790 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $660,000 | -13.6% | 12,790 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $764,000 | -6.0% | 12,790 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $813,000 | +0.5% | 12,790 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $809,000 | – | 12,790 | – | 0.01% | – |
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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% |