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 | $612,763 | +7.4% | 11,449 | +12.6% | 0.16% | +16.5% |
| Q2 2023 | $570,339 | +18.8% | 10,170 | +17.0% | 0.13% | +12.7% |
| Q1 2023 | $479,883 | +23.7% | 8,691 | +15.8% | 0.12% | +21.6% |
| Q4 2022 | $388,017 | +26.0% | 7,502 | +12.6% | 0.10% | +22.8% |
| Q3 2022 | $308,000 | +23.7% | 6,664 | +38.1% | 0.08% | +27.4% |
| Q2 2022 | $249,000 | -1.6% | 4,826 | +26.0% | 0.06% | +3.3% |
| Q1 2022 | $253,000 | +46.2% | 3,829 | +40.5% | 0.06% | +46.3% |
| Q4 2021 | $173,000 | +166.2% | 2,726 | +166.7% | 0.04% | +141.2% |
| Q3 2021 | $65,000 | +16.1% | 1,022 | +2.2% | 0.02% | -29.2% |
| Q4 2019 | $56,000 | – | 1,000 | – | 0.02% | – |
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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% |