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 | $4,488,542 | +5.0% | 83,867 | +10.0% | 0.15% | +6.5% |
| Q2 2023 | $4,275,402 | +3.2% | 76,238 | +1.6% | 0.14% | -8.6% |
| Q1 2023 | $4,143,175 | +5.7% | 75,044 | -0.9% | 0.15% | +6.3% |
| Q4 2022 | $3,918,325 | +18.6% | 75,760 | +4.9% | 0.14% | -0.7% |
| Q3 2022 | $3,305,000 | -7.8% | 72,204 | +3.9% | 0.14% | +28.8% |
| Q2 2022 | $3,586,000 | -14.0% | 69,480 | -0.4% | 0.11% | -55.8% |
| Q1 2022 | $4,168,000 | +843.0% | 69,770 | +903.0% | 0.25% | +483.7% |
| Q4 2021 | $442,000 | +17.9% | 6,956 | +17.3% | 0.04% | +10.3% |
| Q3 2021 | $375,000 | -4.8% | 5,930 | -1.2% | 0.04% | +5.4% |
| Q2 2021 | $394,000 | – | 6,003 | – | 0.04% | – |
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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% |