VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,788 | -4.4% | 4,854 | +0.1% | 0.09% | -2.3% |
| Q2 2023 | $271,837 | +1.9% | 4,847 | +0.3% | 0.09% | -24.1% |
| Q1 2023 | $266,859 | -30.8% | 4,834 | -35.2% | 0.12% | -31.0% |
| Q4 2022 | $385,690 | -76.6% | 7,457 | -79.3% | 0.17% | -79.0% |
| Q3 2022 | $1,650,000 | +584.6% | 36,050 | +671.8% | 0.80% | +621.6% |
| Q2 2022 | $241,000 | -64.0% | 4,671 | -58.3% | 0.11% | -59.0% |
| Q1 2022 | $669,000 | -0.6% | 11,193 | -7.4% | 0.27% | -27.0% |
| Q4 2019 | $673,000 | +8.2% | 12,092 | +0.4% | 0.37% | +0.3% |
| Q3 2019 | $622,000 | -1.9% | 12,045 | +0.2% | 0.37% | -3.1% |
| Q2 2019 | $634,000 | -5.7% | 12,021 | -7.2% | 0.38% | -7.5% |
| Q1 2019 | $672,000 | -84.1% | 12,956 | -85.5% | 0.41% | -85.5% |
| Q4 2018 | $4,229,000 | – | 89,549 | – | 2.84% | – |
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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% |