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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $196,000 | -13.7% | 3,800 | 0.0% | 0.14% | -2.7% |
| Q1 2022 | $227,000 | -6.2% | 3,800 | 0.0% | 0.15% | -3.3% |
| Q4 2021 | $242,000 | +0.8% | 3,800 | 0.0% | 0.15% | -7.9% |
| Q3 2021 | $240,000 | -4.0% | 3,800 | 0.0% | 0.16% | -5.7% |
| Q2 2021 | $250,000 | +5.0% | 3,800 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $238,000 | +3.9% | 3,800 | 0.0% | 0.17% | -4.4% |
| Q4 2020 | $229,000 | +15.7% | 3,800 | 0.0% | 0.18% | +5.2% |
| Q3 2020 | $198,000 | +5.9% | 3,800 | 0.0% | 0.17% | 0.0% |
| Q2 2020 | $187,000 | +17.6% | 3,800 | 0.0% | 0.17% | -2.8% |
| Q1 2020 | $159,000 | -25.0% | 3,800 | 0.0% | 0.18% | -5.9% |
| Q4 2019 | $212,000 | +8.2% | 3,800 | 0.0% | 0.19% | +0.5% |
| Q3 2019 | $196,000 | -2.0% | 3,800 | 0.0% | 0.19% | -4.1% |
| Q2 2019 | $200,000 | +1.5% | 3,800 | 0.0% | 0.20% | -1.5% |
| Q1 2019 | $197,000 | +10.1% | 3,800 | 0.0% | 0.20% | -2.9% |
| Q4 2018 | $179,000 | -41.9% | 3,800 | -33.3% | 0.20% | -30.4% |
| Q3 2018 | $308,000 | 0.0% | 5,700 | 0.0% | 0.29% | -3.0% |
| Q2 2018 | $308,000 | -4.3% | 5,700 | 0.0% | 0.30% | -12.7% |
| Q1 2018 | $322,000 | -0.6% | 5,700 | 0.0% | 0.35% | +2.4% |
| Q4 2017 | $324,000 | +3.8% | 5,700 | 0.0% | 0.34% | -1.2% |
| Q3 2017 | $312,000 | +5.4% | 5,700 | 0.0% | 0.34% | +1.5% |
| Q2 2017 | $296,000 | – | 5,700 | – | 0.34% | – |
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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% |