VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,055,307 | -3.5% | 19,718 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $1,093,167 | +1.6% | 19,493 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,076,209 | +6.7% | 19,493 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,008,178 | +13.0% | 19,493 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $892,000 | -9.7% | 19,493 | +1.8% | 0.01% | -12.5% |
| Q2 2022 | $988,000 | -13.6% | 19,153 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $1,144,000 | +18.8% | 19,153 | +26.4% | 0.01% | +16.7% |
| Q4 2021 | $963,000 | +36.4% | 15,153 | +35.7% | 0.01% | +20.0% |
| Q3 2021 | $706,000 | +45.6% | 11,163 | +51.3% | 0.01% | +66.7% |
| Q2 2021 | $485,000 | +97.2% | 7,378 | +88.3% | 0.00% | +50.0% |
| Q1 2021 | $246,000 | – | 3,918 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 405,028 | $21,677,090 | 19.84% |
| OIKOS HOLDINGS LLC | 915,504 | $48,997,774 | 17.67% |
| OKABENA INVESTMENT SERVICES INC | 397,389 | $21,268,259 | 16.54% |
| 25 LLC | 473,652 | $25,349,851 | 15.46% |
| SAM Advisors, LLC | 656,317 | $35,126,073 | 15.24% |
| Sageworth Trust Co | 3,461,757 | $185,273,234 | 13.60% |
| Sunflower Bank, N.A. | 1,016,280 | $54,391,306 | 13.12% |
| UNIVEST FINANCIAL Corp | 723,466 | $38,719,874 | 12.92% |
| Global Endowment Management, LP | 2,151,446 | $115,145,390 | 12.32% |
| Cairn Investment Group, Inc. | 278,361 | $14,898 | 9.88% |