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 | $441,498 | -9.9% | 8,623 | +1.3% | 0.34% | -10.1% |
| Q2 2023 | $489,866 | +5.3% | 8,512 | +2.7% | 0.38% | -4.8% |
| Q1 2023 | $465,430 | +3.5% | 8,292 | -4.6% | 0.40% | -8.5% |
| Q4 2022 | $449,499 | +8.8% | 8,691 | 0.0% | 0.43% | -3.6% |
| Q3 2022 | $413,000 | -9.2% | 8,691 | +1.6% | 0.45% | -4.1% |
| Q2 2022 | $455,000 | -0.2% | 8,552 | +3.5% | 0.47% | -2.7% |
| Q1 2022 | $456,000 | -9.2% | 8,264 | +1.8% | 0.48% | -6.6% |
| Q4 2021 | $502,000 | – | 8,120 | – | 0.52% | – |
Download | ||||||
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% |