VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,967,895 | -12.0% | 335,723 | -7.8% | 5.01% | +1.0% |
| Q2 2023 | $20,428,430 | +102339.2% | 364,273 | +0.9% | 4.96% | -10.7% |
| Q1 2023 | $19,942 | +6.8% | 361,100 | 0.0% | 5.56% | +3.8% |
| Q4 2022 | $18,665 | -99.9% | 361,100 | 0.0% | 5.36% | +0.2% |
| Q3 2022 | $16,515,000 | -11.2% | 361,100 | 0.0% | 5.35% | -5.1% |
| Q2 2022 | $18,600,000 | -13.8% | 361,100 | 0.0% | 5.64% | -0.4% |
| Q1 2022 | $21,573,000 | -6.0% | 361,100 | 0.0% | 5.66% | -4.9% |
| Q4 2021 | $22,955,000 | -1.8% | 361,100 | 0.0% | 5.95% | -9.7% |
| Q3 2021 | $23,374,000 | -1.4% | 361,100 | 0.0% | 6.59% | -0.4% |
| Q2 2021 | $23,717,000 | +4.8% | 361,100 | 0.0% | 6.62% | +4.0% |
| Q1 2021 | $22,641,000 | +4.2% | 361,100 | 0.0% | 6.36% | -6.7% |
| Q4 2020 | $21,724,000 | +15.3% | 361,100 | 0.0% | 6.82% | +5.5% |
| Q3 2020 | $18,838,000 | +6.1% | 361,100 | 0.0% | 6.46% | -2.5% |
| Q2 2020 | $17,755,000 | – | 361,100 | – | 6.63% | – |
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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% |