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 | $2,118,973 | +7.2% | 39,592 | +12.3% | 1.18% | +8.7% |
| Q2 2023 | $1,976,849 | -4.8% | 35,251 | -6.3% | 1.09% | -9.0% |
| Q1 2023 | $2,077,097 | +5.7% | 37,622 | -1.0% | 1.20% | +3.7% |
| Q4 2022 | $1,964,586 | +17.2% | 37,985 | +3.7% | 1.15% | +12.9% |
| Q3 2022 | $1,676,000 | -5.9% | 36,615 | +6.1% | 1.02% | +1.9% |
| Q2 2022 | $1,781,000 | -10.7% | 34,504 | +3.3% | 1.00% | +4.9% |
| Q1 2022 | $1,995,000 | +1.2% | 33,400 | +7.7% | 0.96% | +7.3% |
| Q4 2021 | $1,972,000 | +6.8% | 31,025 | +6.3% | 0.89% | +2.1% |
| Q3 2021 | $1,846,000 | +1.2% | 29,174 | +5.0% | 0.87% | +1.5% |
| Q2 2021 | $1,825,000 | +15.9% | 27,784 | +10.7% | 0.86% | +11.0% |
| Q1 2021 | $1,574,000 | +6.0% | 25,102 | +1.7% | 0.77% | +3.2% |
| Q4 2020 | $1,485,000 | +21.1% | 24,682 | +5.0% | 0.75% | -37.6% |
| Q3 2020 | $1,226,000 | +17.8% | 23,500 | +11.0% | 1.20% | +44.9% |
| Q2 2020 | $1,041,000 | +18.6% | 21,178 | +1.2% | 0.83% | -1.5% |
| Q1 2020 | $878,000 | -22.1% | 20,933 | +3.4% | 0.84% | +28.4% |
| Q4 2019 | $1,127,000 | +10.0% | 20,237 | +2.0% | 0.66% | +0.9% |
| Q3 2019 | $1,025,000 | +2.6% | 19,844 | +4.7% | 0.65% | -10.8% |
| Q2 2019 | $999,000 | +2.8% | 18,945 | +1.2% | 0.73% | -3.6% |
| Q1 2019 | $972,000 | +152.5% | 18,727 | +129.5% | 0.76% | +147.9% |
| Q4 2018 | $385,000 | – | 8,160 | – | 0.30% | – |
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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% |