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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,368,703 | -4.1% | 100,312 | +0.5% | 0.98% | -0.7% |
| Q2 2023 | $5,598,354 | -7.7% | 99,828 | -9.1% | 0.99% | -25.0% |
| Q1 2023 | $6,064,756 | +7.0% | 109,849 | +0.2% | 1.32% | +7.9% |
| Q4 2022 | $5,668,348 | +17.7% | 109,597 | +4.1% | 1.22% | -8.9% |
| Q3 2022 | $4,817,000 | -10.9% | 105,244 | +0.5% | 1.34% | -8.6% |
| Q2 2022 | $5,405,000 | -15.3% | 104,718 | -2.0% | 1.47% | -10.8% |
| Q1 2022 | $6,383,000 | +2238.1% | 106,844 | +2385.3% | 1.64% | +1066.0% |
| Q4 2021 | $273,000 | – | 4,299 | – | 0.14% | – |
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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% |