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 | $1,167,432 | -7.1% | 21,813 | -2.6% | 0.64% | -7.2% |
| Q2 2023 | $1,256,360 | -58.2% | 22,403 | -58.8% | 0.68% | -59.3% |
| Q1 2023 | $3,002,761 | -22.3% | 54,388 | -27.2% | 1.68% | -26.3% |
| Q4 2022 | $3,866,484 | -43.3% | 74,758 | -49.8% | 2.28% | -48.0% |
| Q3 2022 | $6,822,000 | -37.2% | 149,044 | -29.2% | 4.39% | -34.1% |
| Q2 2022 | $10,858,000 | +5046.0% | 210,382 | +6246.4% | 6.66% | +4911.3% |
| Q4 2021 | $211,000 | – | 3,315 | – | 0.13% | – |
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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% |