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 | $870,751 | -50.6% | 16,270 | -48.2% | 0.76% | -45.7% |
| Q2 2023 | $1,761,198 | -4.0% | 31,405 | -5.5% | 1.41% | -11.4% |
| Q1 2023 | $1,834,518 | -23.7% | 33,228 | -28.5% | 1.59% | -27.0% |
| Q4 2022 | $2,403,985 | +34.7% | 46,481 | +19.2% | 2.18% | +13.7% |
| Q3 2022 | $1,785,000 | +6.6% | 39,000 | +20.2% | 1.92% | +6.6% |
| Q2 2022 | $1,674,000 | -7.6% | 32,440 | +7.0% | 1.80% | +14.5% |
| Q1 2022 | $1,811,000 | +174.8% | 30,312 | +192.6% | 1.57% | +177.4% |
| Q4 2021 | $659,000 | – | 10,360 | – | 0.57% | – |
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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% |