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 | $193,308 | -16.0% | 3,612 | -11.9% | 0.02% | -17.4% |
| Q2 2023 | $230,024 | +12.8% | 4,102 | +11.0% | 0.02% | +4.5% |
| Q1 2023 | $204,012 | -0.4% | 3,695 | -6.7% | 0.02% | -12.0% |
| Q4 2022 | $204,803 | +23.4% | 3,960 | +9.2% | 0.02% | +4.2% |
| Q3 2022 | $166,000 | -18.2% | 3,625 | -7.6% | 0.02% | -31.4% |
| Q2 2022 | $203,000 | -21.3% | 3,925 | -9.1% | 0.04% | -14.6% |
| Q1 2022 | $258,000 | +597.3% | 4,320 | +646.1% | 0.04% | +583.3% |
| Q4 2021 | $37,000 | 0.0% | 579 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $37,000 | -35.1% | 579 | -33.4% | 0.01% | -46.2% |
| Q2 2021 | $57,000 | +58.3% | 870 | +50.3% | 0.01% | +18.2% |
| Q1 2021 | $36,000 | +56.5% | 579 | +49.2% | 0.01% | +37.5% |
| Q4 2020 | $23,000 | +228.6% | 388 | +198.5% | 0.01% | +166.7% |
| Q3 2020 | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 130 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $7,000 | +600.0% | 130 | +766.7% | 0.00% | +300.0% |
| Q3 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | – | 15 | – | 0.00% | – |
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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% |