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 | $55,090 | -6.3% | 1,029,333 | -1.8% | 7.81% | -2.4% |
| Q2 2023 | $58,787 | +1.4% | 1,048,279 | -0.1% | 8.00% | -2.9% |
| Q1 2023 | $57,949 | +6.1% | 1,049,609 | -0.6% | 8.24% | -3.6% |
| Q4 2022 | $54,611 | -99.9% | 1,055,898 | +3.0% | 8.54% | +10.4% |
| Q3 2022 | $46,904,000 | -5.2% | 1,024,784 | +6.8% | 7.73% | +1.4% |
| Q2 2022 | $49,501,000 | -11.7% | 959,127 | +2.2% | 7.63% | +13.2% |
| Q1 2022 | $56,088,000 | +0.8% | 938,870 | +7.3% | 6.74% | -0.8% |
| Q4 2021 | $55,633,000 | -19.6% | 875,146 | -20.0% | 6.80% | -37.4% |
| Q3 2021 | $69,231,000 | -51.9% | 1,094,397 | -50.0% | 10.86% | -0.4% |
| Q2 2021 | $143,890,000 | +172.2% | 2,190,788 | +159.8% | 10.90% | +16.3% |
| Q1 2021 | $52,868,000 | +11.2% | 843,189 | +6.7% | 9.38% | +12.9% |
| Q4 2020 | $47,543,000 | +14.9% | 790,272 | -0.4% | 8.30% | -2.6% |
| Q3 2020 | $41,386,000 | +106.7% | 793,297 | +94.8% | 8.52% | +86.1% |
| Q2 2020 | $20,025,000 | +650.3% | 407,252 | +540.1% | 4.58% | +446.4% |
| Q1 2020 | $2,669,000 | – | 63,620 | – | 0.84% | – |
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% |