VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,917,192 | -2.8% | 54,507 | +1.9% | 4.00% | -0.2% |
| Q2 2023 | $2,999,826 | +1.6% | 53,492 | +0.0% | 4.01% | +1.5% |
| Q1 2023 | $2,953,256 | +11.0% | 53,491 | +4.0% | 3.95% | +4.1% |
| Q4 2022 | $2,659,878 | +243.7% | 51,428 | +204.1% | 3.79% | +210.3% |
| Q3 2022 | $774,000 | +18.7% | 16,909 | +33.8% | 1.22% | +19.7% |
| Q2 2022 | $652,000 | -15.5% | 12,634 | -2.3% | 1.02% | -0.2% |
| Q1 2022 | $772,000 | -7.0% | 12,926 | -1.0% | 1.02% | -4.2% |
| Q4 2021 | $830,000 | – | 13,058 | – | 1.07% | – |
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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% |