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 | $1,808,280 | +41.4% | 33,787 | +48.1% | 3.98% | +25.2% |
| Q2 2023 | $1,279,073 | +2.0% | 22,808 | +0.4% | 3.18% | +8.5% |
| Q1 2023 | $1,254,261 | +105744.8% | 22,718 | -0.8% | 2.93% | +10.2% |
| Q4 2022 | $1,185 | -99.9% | 22,905 | -3.6% | 2.66% | -0.5% |
| Q3 2022 | $1,087,000 | -60.1% | 23,752 | -55.0% | 2.67% | -52.3% |
| Q2 2022 | $2,721,000 | -47.1% | 52,728 | -38.8% | 5.61% | -41.7% |
| Q1 2022 | $5,147,000 | +11.9% | 86,151 | +19.1% | 9.62% | +36.0% |
| Q4 2021 | $4,599,000 | +29.5% | 72,351 | +28.9% | 7.08% | -70.7% |
| Q3 2021 | $3,551,000 | -3.7% | 56,137 | 0.0% | 24.19% | -1.9% |
| Q2 2021 | $3,687,000 | -6.4% | 56,137 | -10.6% | 24.65% | -8.8% |
| Q1 2021 | $3,939,000 | +3.5% | 62,816 | -0.7% | 27.02% | +0.1% |
| Q4 2020 | $3,804,000 | – | 63,234 | – | 26.99% | – |
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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% |