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 | $59,849,157 | +1.0% | 1,346,037 | +3.9% | 8.80% | +5.7% |
| Q2 2023 | $59,231,910 | +6.4% | 1,295,085 | +4.2% | 8.33% | +0.3% |
| Q1 2023 | $55,648,330 | +5.1% | 1,243,048 | -32.3% | 8.30% | -5.5% |
| Q4 2022 | $52,971,565 | +27.0% | 1,836,378 | +46.4% | 8.79% | +1.9% |
| Q3 2022 | $41,706,000 | -14.2% | 1,254,502 | -6.9% | 8.62% | -7.5% |
| Q2 2022 | $48,627,000 | -7.5% | 1,346,945 | +31.3% | 9.32% | -3.2% |
| Q1 2022 | $52,549,000 | +11.7% | 1,025,716 | +14.5% | 9.63% | +6.2% |
| Q4 2021 | $47,058,000 | +2.8% | 895,868 | +2.0% | 9.07% | -5.8% |
| Q3 2021 | $45,772,000 | +3.9% | 878,384 | +5.7% | 9.63% | +4.0% |
| Q2 2021 | $44,037,000 | +8.2% | 831,335 | +3.6% | 9.25% | +1.8% |
| Q1 2021 | $40,689,000 | +14.2% | 802,397 | +8.5% | 9.09% | +1.6% |
| Q4 2020 | $35,630,000 | +22.2% | 739,382 | -15.9% | 8.95% | +0.4% |
| Q3 2020 | $29,164,000 | +23.1% | 879,349 | +46.2% | 8.91% | +11.8% |
| Q2 2020 | $23,688,000 | +27.5% | 601,572 | +35.9% | 7.97% | +5.0% |
| Q1 2020 | $18,577,000 | +1372.0% | 442,741 | +1853.6% | 7.59% | +1083.9% |
| Q4 2019 | $1,262,000 | – | 22,663 | – | 0.64% | – |
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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% |