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 | $1,110,203 | -9.7% | 20,744 | -5.3% | 0.14% | -7.9% |
| Q2 2023 | $1,229,011 | +0.9% | 21,915 | -0.7% | 0.15% | -14.2% |
| Q1 2023 | $1,218,127 | +6.9% | 22,064 | +0.2% | 0.18% | +9.3% |
| Q4 2022 | $1,139,048 | +11.5% | 22,023 | -1.4% | 0.16% | -11.5% |
| Q3 2022 | $1,022,000 | -20.5% | 22,342 | -10.3% | 0.18% | -18.4% |
| Q2 2022 | $1,285,000 | -20.8% | 24,908 | -8.3% | 0.22% | +6.2% |
| Q1 2022 | $1,623,000 | +15.3% | 27,169 | +22.6% | 0.21% | +25.7% |
| Q4 2021 | $1,408,000 | +23.5% | 22,158 | +22.9% | 0.17% | +7.1% |
| Q3 2021 | $1,140,000 | +11.1% | 18,036 | +15.7% | 0.16% | +9.1% |
| Q2 2021 | $1,026,000 | +41.9% | 15,589 | +35.1% | 0.14% | +20.2% |
| Q1 2021 | $723,000 | +29.8% | 11,540 | +24.6% | 0.12% | +20.2% |
| Q4 2020 | $557,000 | +35.5% | 9,262 | +20.8% | 0.10% | +5.3% |
| Q3 2020 | $411,000 | +101.5% | 7,669 | +84.3% | 0.09% | +91.8% |
| Q2 2020 | $204,000 | – | 4,162 | – | 0.05% | – |
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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% |