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 | $319,237 | +1.7% | 5,965 | +6.5% | 0.05% | +3.9% |
| Q2 2023 | $314,036 | +4.5% | 5,600 | +2.9% | 0.05% | -3.8% |
| Q1 2023 | $300,465 | +10.0% | 5,442 | +3.0% | 0.05% | +1.9% |
| Q4 2022 | $273,116 | +16.7% | 5,281 | +3.4% | 0.05% | +6.1% |
| Q3 2022 | $234,000 | -8.2% | 5,108 | +3.3% | 0.05% | -9.3% |
| Q2 2022 | $255,000 | -10.8% | 4,947 | +3.3% | 0.05% | 0.0% |
| Q1 2022 | $286,000 | -3.4% | 4,788 | +2.8% | 0.05% | -5.3% |
| Q4 2021 | $296,000 | +134.9% | 4,659 | +133.8% | 0.06% | +119.2% |
| Q3 2021 | $126,000 | -78.3% | 1,993 | -79.3% | 0.03% | -82.3% |
| Q4 2020 | $581,000 | +16.4% | 9,650 | +0.9% | 0.15% | -18.3% |
| Q3 2020 | $499,000 | +6.6% | 9,566 | +0.6% | 0.18% | -0.6% |
| Q2 2020 | $468,000 | -43.5% | 9,510 | -38.0% | 0.18% | -50.5% |
| Q3 2018 | $829,000 | – | 15,349 | – | 0.37% | – |
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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% |