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 | $43,968,116 | -3.0% | 821,527 | +1.6% | 8.28% | -0.8% |
| Q2 2023 | $45,305,517 | +10.5% | 808,829 | +8.9% | 8.34% | +1.2% |
| Q1 2023 | $41,017,596 | +16.3% | 742,938 | +9.0% | 8.24% | +10.0% |
| Q4 2022 | $35,258,530 | +228.3% | 681,719 | +281.9% | 7.50% | +145.4% |
| Q3 2022 | $10,739,000 | -62.9% | 178,506 | -68.2% | 3.05% | -51.2% |
| Q2 2022 | $28,943,000 | -5.9% | 560,801 | +9.0% | 6.26% | -5.0% |
| Q1 2022 | $30,749,000 | +82.8% | 514,707 | +94.5% | 6.58% | +85.5% |
| Q4 2021 | $16,822,000 | +26.5% | 264,619 | +25.9% | 3.55% | +1.3% |
| Q3 2021 | $13,293,000 | +0.6% | 210,130 | +4.5% | 3.51% | +7.1% |
| Q2 2021 | $13,213,000 | +4.8% | 201,172 | +0.0% | 3.27% | +5.2% |
| Q1 2021 | $12,612,000 | +24.2% | 201,151 | +19.2% | 3.11% | +6.1% |
| Q4 2020 | $10,156,000 | +11.4% | 168,816 | -3.4% | 2.93% | +0.4% |
| Q3 2020 | $9,119,000 | +6.5% | 174,800 | +0.3% | 2.92% | +13.8% |
| Q2 2020 | $8,565,000 | – | 174,201 | – | 2.56% | – |
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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% |