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 | $1,536,827 | -30.7% | 28,715 | -27.4% | 0.65% | -27.8% |
| Q2 2023 | $2,217,179 | +1.6% | 39,536 | 0.0% | 0.90% | -5.3% |
| Q1 2023 | $2,182,783 | +104189.7% | 39,536 | -2.3% | 0.95% | +1.1% |
| Q4 2022 | $2,093 | -99.9% | 40,469 | -1.0% | 0.94% | +1.8% |
| Q3 2022 | $1,871,000 | -12.7% | 40,880 | -1.6% | 0.92% | -4.0% |
| Q2 2022 | $2,144,000 | +29.2% | 41,540 | +49.6% | 0.96% | +46.1% |
| Q1 2022 | $1,659,000 | +34.3% | 27,774 | +43.0% | 0.66% | +30.1% |
| Q4 2021 | $1,235,000 | +1.5% | 19,429 | +1.0% | 0.50% | -4.0% |
| Q3 2021 | $1,217,000 | +3.5% | 19,242 | +7.5% | 0.53% | +1.0% |
| Q2 2021 | $1,176,000 | +4.7% | 17,907 | 0.0% | 0.52% | -4.6% |
| Q1 2021 | $1,123,000 | +17.2% | 17,907 | +12.4% | 0.55% | +9.9% |
| Q4 2020 | $958,000 | +19.8% | 15,931 | +3.8% | 0.50% | +9.5% |
| Q3 2020 | $800,000 | +30.9% | 15,344 | +23.5% | 0.45% | +14.6% |
| Q2 2020 | $611,000 | +109.2% | 12,427 | +78.5% | 0.40% | +72.9% |
| Q1 2020 | $292,000 | +64.0% | 6,962 | +117.8% | 0.23% | +99.1% |
| Q4 2019 | $178,000 | – | 3,197 | – | 0.12% | – |
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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% |