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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,299 | -54.9% | 3,590 | -58.4% | 0.02% | -58.9% |
| Q4 2022 | $446,212 | +12.1% | 8,627 | -0.9% | 0.06% | +3.7% |
| Q3 2022 | $398,000 | -12.5% | 8,703 | -1.2% | 0.05% | -11.5% |
| Q2 2022 | $455,000 | -12.5% | 8,807 | +1.1% | 0.06% | -1.6% |
| Q1 2022 | $520,000 | -6.0% | 8,708 | +0.2% | 0.06% | -6.1% |
| Q4 2021 | $553,000 | +535.6% | 8,693 | +535.5% | 0.07% | +500.0% |
| Q3 2021 | $87,000 | +3.6% | 1,368 | +7.2% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +61.5% | 1,276 | +53.5% | 0.01% | +37.5% |
| Q1 2021 | $52,000 | +5100.0% | 831 | +4055.0% | 0.01% | – |
| Q4 2020 | $1,000 | – | 20 | +185.7% | 0.00% | – |
| Q1 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 7 | -99.4% | 0.00% | -100.0% |
| Q3 2019 | $63,000 | -8.7% | 1,229 | -5.5% | 0.01% | -14.3% |
| Q2 2019 | $69,000 | +1.5% | 1,300 | -0.9% | 0.01% | -17.6% |
| Q1 2019 | $68,000 | -9.3% | 1,312 | -16.9% | 0.02% | -19.0% |
| Q4 2018 | $75,000 | +435.7% | 1,578 | +511.6% | 0.02% | +425.0% |
| Q3 2018 | $14,000 | +1300.0% | 258 | +932.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | -75.0% | 25 | -64.8% | 0.00% | -100.0% |
| Q3 2017 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | -91.1% | 71 | -92.5% | 0.00% | -92.6% |
| Q4 2016 | $45,000 | -4.3% | 950 | -5.3% | 0.03% | +22.7% |
| Q3 2016 | $47,000 | +113.6% | 1,003 | +95.1% | 0.02% | +100.0% |
| Q2 2016 | $22,000 | – | 514 | – | 0.01% | – |
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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% |