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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,241,000 | -95.5% | 35,246 | -95.5% | 0.48% | -94.2% |
| Q3 2021 | $49,475,000 | -3.7% | 782,081 | 0.0% | 8.24% | -4.6% |
| Q2 2021 | $51,367,000 | +9.7% | 782,081 | +4.7% | 8.63% | +1.1% |
| Q1 2021 | $46,827,000 | +4.2% | 746,835 | 0.0% | 8.54% | -0.0% |
| Q4 2020 | $44,930,000 | +15.3% | 746,835 | 0.0% | 8.55% | +1.1% |
| Q3 2020 | $38,962,000 | +6.1% | 746,835 | 0.0% | 8.45% | +8.4% |
| Q2 2020 | $36,722,000 | +8.9% | 746,835 | 0.0% | 7.80% | +1.7% |
| Q1 2020 | $33,720,000 | – | 746,835 | – | 7.66% | – |
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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% |