VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,221 | -5.4% | 9,010 | -0.9% | 0.55% | -3.3% |
| Q2 2023 | $509,759 | +3.4% | 9,090 | +1.7% | 0.57% | +3.6% |
| Q1 2023 | $493,227 | +10.7% | 8,934 | +3.7% | 0.55% | +3.6% |
| Q4 2022 | $445,445 | +91.2% | 8,613 | +69.5% | 0.53% | +65.7% |
| Q3 2022 | $233,000 | +2.2% | 5,081 | +15.1% | 0.32% | +3.2% |
| Q2 2022 | $228,000 | -7.7% | 4,413 | +6.7% | 0.31% | +8.0% |
| Q1 2022 | $247,000 | +22.9% | 4,137 | +31.1% | 0.29% | +28.6% |
| Q4 2021 | $201,000 | – | 3,156 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |