VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,378,139 | -4.6% | 81,804 | 0.0% | 0.14% | -9.4% |
| Q2 2023 | $4,587,557 | +3.3% | 81,804 | +1.7% | 0.16% | +0.6% |
| Q1 2023 | $4,439,425 | +11.3% | 80,410 | +4.3% | 0.16% | +4.6% |
| Q4 2022 | $3,986,981 | +17.5% | 77,088 | +4.0% | 0.15% | +8.6% |
| Q3 2022 | $3,394,000 | -12.6% | 74,151 | -1.5% | 0.14% | -8.5% |
| Q2 2022 | $3,885,000 | -26.8% | 75,275 | -15.3% | 0.15% | -14.5% |
| Q1 2022 | $5,310,000 | +20.7% | 88,880 | +28.4% | 0.18% | +27.9% |
| Q4 2021 | $4,401,000 | +6.3% | 69,228 | +5.7% | 0.14% | -1.4% |
| Q3 2021 | $4,142,000 | -3.7% | 65,476 | -0.0% | 0.14% | -4.7% |
| Q2 2021 | $4,301,000 | +4.7% | 65,483 | 0.0% | 0.15% | -2.0% |
| Q1 2021 | $4,106,000 | -1.4% | 65,483 | -5.4% | 0.15% | -20.0% |
| Q4 2020 | $4,163,000 | +15.7% | 69,207 | +0.4% | 0.19% | +2.2% |
| Q3 2020 | $3,597,000 | +6.5% | 68,942 | +0.4% | 0.19% | -1.6% |
| Q2 2020 | $3,376,000 | +1336.6% | 68,651 | +1125.9% | 0.19% | +1011.8% |
| Q1 2020 | $235,000 | -24.7% | 5,600 | +0.1% | 0.02% | -5.6% |
| Q4 2019 | $312,000 | – | 5,594 | – | 0.02% | – |
Download | ||||||
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% |