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 | $233,829 | -4.6% | 4,369 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $245,014 | +1.6% | 4,369 | 0.0% | 0.05% | +6.8% |
| Q1 2023 | $241,212 | +6.7% | 4,369 | 0.0% | 0.04% | +7.3% |
| Q4 2022 | $225,965 | +8.6% | 4,369 | -3.8% | 0.04% | -8.9% |
| Q3 2022 | $208,000 | -11.1% | 4,541 | 0.0% | 0.04% | -6.2% |
| Q2 2022 | $234,000 | -25.2% | 4,541 | -13.3% | 0.05% | -11.1% |
| Q1 2022 | $313,000 | -6.0% | 5,236 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $333,000 | -7.5% | 5,236 | -8.1% | 0.05% | -21.7% |
| Q3 2021 | $360,000 | – | 5,696 | – | 0.07% | – |
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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% |