VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,408 | -6.3% | 5,613 | -1.8% | 0.11% | -0.9% |
| Q2 2023 | $320,442 | +1.6% | 5,714 | 0.0% | 0.12% | -2.5% |
| Q1 2023 | $315,470 | +6.7% | 5,714 | 0.0% | 0.12% | +2.6% |
| Q4 2022 | $295,528 | +12.8% | 5,714 | 0.0% | 0.12% | +1.8% |
| Q3 2022 | $262,000 | +9.6% | 5,714 | +23.3% | 0.11% | +16.5% |
| Q2 2022 | $239,000 | -13.4% | 4,635 | +0.2% | 0.10% | +5.4% |
| Q1 2022 | $276,000 | +1.8% | 4,625 | +6.8% | 0.09% | -10.7% |
| Q1 2021 | $271,000 | -92.9% | 4,330 | -94.5% | 0.10% | -89.7% |
| Q1 2018 | $3,800,000 | +1432.3% | 78,650 | +1695.7% | 1.00% | +707.3% |
| Q4 2017 | $248,000 | -0.4% | 4,380 | -3.9% | 0.12% | -5.3% |
| Q3 2017 | $249,000 | +5.1% | 4,557 | 0.0% | 0.13% | +1.6% |
| Q2 2017 | $237,000 | +4.9% | 4,557 | 0.0% | 0.13% | +2.4% |
| Q1 2017 | $226,000 | +8.1% | 4,557 | 0.0% | 0.13% | +6.8% |
| Q4 2016 | $209,000 | – | 4,557 | – | 0.12% | – |
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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% |