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 | $207,200 | -8.0% | 3,871 | -3.6% | 0.14% | -5.3% |
| Q2 2023 | $225,242 | -6.6% | 4,016 | -8.1% | 0.15% | -10.1% |
| Q1 2023 | $241,237 | -27.8% | 4,369 | -32.3% | 0.17% | -32.1% |
| Q4 2022 | $334,000 | -35.6% | 6,456 | -43.1% | 0.25% | -40.3% |
| Q3 2022 | $519,000 | -60.6% | 11,344 | -55.6% | 0.42% | -59.2% |
| Q2 2022 | $1,318,000 | -16.4% | 25,536 | -3.2% | 1.02% | -15.5% |
| Q1 2022 | $1,576,000 | -7.7% | 26,384 | -1.8% | 1.21% | -8.6% |
| Q4 2021 | $1,708,000 | – | 26,866 | – | 1.32% | – |
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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% |