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 | $772,842 | +14.6% | 14,440 | +20.1% | 0.26% | +15.2% |
| Q2 2023 | $674,155 | +2.4% | 12,021 | +0.8% | 0.22% | -7.1% |
| Q1 2023 | $658,482 | +6.9% | 11,927 | +0.2% | 0.24% | -5.9% |
| Q4 2022 | $615,887 | +18.0% | 11,908 | +4.5% | 0.26% | -2.3% |
| Q3 2022 | $522,000 | -10.9% | 11,398 | +0.4% | 0.26% | -4.4% |
| Q2 2022 | $586,000 | -20.8% | 11,354 | -8.3% | 0.27% | -22.4% |
| Q1 2022 | $740,000 | – | 12,388 | – | 0.35% | – |
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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% |