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 | $762,352 | +67.3% | 14,242 | +75.3% | 0.05% | +23.7% |
| Q2 2023 | $455,607 | -4.0% | 8,124 | -5.5% | 0.04% | -7.3% |
| Q1 2023 | $474,773 | +8.7% | 8,599 | +1.8% | 0.04% | -4.7% |
| Q4 2022 | $436,834 | -0.9% | 8,446 | -12.3% | 0.04% | -8.5% |
| Q3 2022 | $441,000 | -52.1% | 9,632 | -46.0% | 0.05% | -37.3% |
| Q2 2022 | $921,000 | +228.9% | 17,843 | +280.8% | 0.08% | +141.9% |
| Q1 2022 | $280,000 | -1.1% | 4,686 | +5.2% | 0.03% | +3.3% |
| Q4 2021 | $283,000 | +13.2% | 4,455 | -7.4% | 0.03% | -50.8% |
| Q3 2020 | $250,000 | – | 4,811 | – | 0.06% | – |
Download | ||||||
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% |