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 | $204,236 | -4.5% | 3,816 | +0.1% | 0.03% | -12.5% |
| Q2 2023 | $213,884 | +5.7% | 3,814 | +4.1% | 0.03% | +6.7% |
| Q1 2023 | $202,316 | -0.8% | 3,664 | -7.5% | 0.03% | 0.0% |
| Q2 2022 | $204,000 | -16.7% | 3,962 | -8.1% | 0.03% | -11.8% |
| Q1 2022 | $245,000 | +9.4% | 4,310 | +21.9% | 0.03% | +6.2% |
| Q4 2021 | $224,000 | +3.2% | 3,535 | +2.9% | 0.03% | 0.0% |
| Q3 2021 | $217,000 | -3.6% | 3,434 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $225,000 | +4.7% | 3,434 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $215,000 | -99.8% | 3,434 | +88.2% | 0.04% | +150.0% |
| Q3 2018 | $99,040,000 | – | 1,825 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |