VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,827 | -5.8% | 19,670 | -0.3% | 0.19% | -5.6% |
| Q2 2023 | $1,106,430 | +17.0% | 19,730 | +15.2% | 0.20% | +7.1% |
| Q1 2023 | $945,275 | +8.1% | 17,121 | +1.3% | 0.18% | -1.1% |
| Q4 2022 | $874,193 | -3.1% | 16,903 | -14.4% | 0.19% | -13.5% |
| Q3 2022 | $902,000 | -24.2% | 19,752 | -14.4% | 0.22% | -24.0% |
| Q2 2022 | $1,190,000 | -10.0% | 23,080 | +4.4% | 0.28% | +6.8% |
| Q1 2022 | $1,322,000 | +2.2% | 22,100 | +8.7% | 0.26% | +2.3% |
| Q4 2021 | $1,294,000 | +8.5% | 20,340 | +7.8% | 0.26% | -29.8% |
| Q3 2021 | $1,193,000 | +10.2% | 18,861 | +14.4% | 0.37% | +15.7% |
| Q2 2021 | $1,083,000 | +18.9% | 16,492 | +8.7% | 0.32% | -10.9% |
| Q4 2020 | $911,000 | +20.3% | 15,170 | +4.7% | 0.36% | -9.8% |
| Q3 2020 | $757,000 | +10.8% | 14,487 | +4.3% | 0.40% | -16.6% |
| Q2 2020 | $683,000 | +4.4% | 13,885 | -10.9% | 0.48% | -26.4% |
| Q1 2020 | $654,000 | +2.3% | 15,588 | +35.8% | 0.65% | +20.7% |
| Q4 2019 | $639,000 | – | 11,479 | – | 0.54% | – |
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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% |