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 | $399,163 | -4.4% | 7,458 | +0.1% | 0.01% | +12.5% |
| Q2 2023 | $417,741 | -79.1% | 7,449 | -79.4% | 0.01% | -71.4% |
| Q1 2023 | $1,997,527 | +6.9% | 36,181 | +0.1% | 0.03% | +12.0% |
| Q4 2022 | $1,868,469 | +1909.1% | 36,127 | +2220.3% | 0.02% | +2400.0% |
| Q1 2022 | $93,000 | -70.2% | 1,557 | -68.3% | 0.00% | -80.0% |
| Q4 2021 | $312,000 | +3020.0% | 4,917 | +2862.0% | 0.01% | – |
| Q2 2021 | $10,000 | -77.8% | 166 | -76.9% | 0.00% | -100.0% |
| Q1 2021 | $45,000 | +4.7% | 720 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | +377.8% | 720 | +333.7% | 0.00% | – |
| Q3 2020 | $9,000 | +12.5% | 166 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | – | 166 | – | 0.00% | – |
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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% |