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 | $453,903 | -7.5% | 8,481 | -0.4% | 0.19% | -2.1% |
| Q2 2023 | $490,802 | +27.1% | 8,512 | +23.8% | 0.20% | +35.4% |
| Q1 2023 | $386,031 | +41.8% | 6,875 | +30.7% | 0.14% | +38.5% |
| Q4 2022 | $272,151 | -15.5% | 5,262 | -25.1% | 0.10% | -21.2% |
| Q3 2022 | $322,000 | -15.7% | 7,028 | -5.1% | 0.13% | -9.0% |
| Q2 2022 | $382,000 | +14.0% | 7,406 | +32.2% | 0.14% | +27.2% |
| Q1 2022 | $335,000 | -80.5% | 5,600 | -86.3% | 0.11% | -77.1% |
| Q1 2020 | $1,716,000 | -56.9% | 40,901 | -42.8% | 0.50% | -43.6% |
| Q4 2019 | $3,985,000 | -0.8% | 71,563 | -8.0% | 0.88% | -12.8% |
| Q3 2019 | $4,019,000 | -10.5% | 77,790 | -8.6% | 1.01% | +4.8% |
| Q2 2019 | $4,491,000 | -8.2% | 85,135 | -9.7% | 0.96% | -10.0% |
| Q1 2019 | $4,893,000 | -0.7% | 94,286 | -9.7% | 1.07% | -4.7% |
| Q4 2018 | $4,929,000 | – | 104,387 | – | 1.12% | – |
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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% |