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 | $679,017 | -6.6% | 12,108 | -8.0% | 0.00% | -33.3% |
| Q1 2023 | $726,895 | +83.4% | 13,166 | +71.8% | 0.00% | +50.0% |
| Q4 2022 | $396,434 | -33.7% | 7,665 | -41.4% | 0.00% | -33.3% |
| Q3 2022 | $598,000 | -14.7% | 13,077 | -3.7% | 0.00% | 0.0% |
| Q2 2022 | $701,000 | -19.9% | 13,577 | -7.2% | 0.00% | 0.0% |
| Q1 2022 | $875,000 | -31.9% | 14,638 | -27.5% | 0.00% | -25.0% |
| Q4 2021 | $1,284,000 | -16.4% | 20,199 | -16.8% | 0.00% | -20.0% |
| Q3 2021 | $1,536,000 | +1.9% | 24,282 | +5.8% | 0.01% | 0.0% |
| Q2 2021 | $1,507,000 | +17.0% | 22,942 | +11.7% | 0.01% | 0.0% |
| Q1 2021 | $1,288,000 | +99.7% | 20,542 | +65.2% | 0.01% | 0.0% |
| Q1 2019 | $645,000 | +3.4% | 12,435 | -5.9% | 0.01% | +150.0% |
| Q4 2018 | $624,000 | -30.0% | 13,210 | -19.9% | 0.00% | -60.0% |
| Q3 2018 | $891,000 | +32.2% | 16,494 | +32.4% | 0.01% | +25.0% |
| Q2 2018 | $674,000 | -19.7% | 12,458 | -16.0% | 0.00% | -20.0% |
| Q1 2018 | $839,000 | +2.9% | 14,834 | +3.4% | 0.01% | 0.0% |
| Q4 2017 | $815,000 | +3.8% | 14,351 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $785,000 | +10.1% | 14,351 | +4.6% | 0.01% | 0.0% |
| Q2 2017 | $713,000 | – | 13,725 | – | 0.01% | – |
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% |