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 | $37,785 | -4.6% | 706 | 0.0% | 0.04% | -18.5% |
| Q2 2023 | $39,592 | +1.6% | 706 | 0.0% | 0.05% | -8.5% |
| Q1 2023 | $38,978 | +6.7% | 706 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $36,514 | +14.1% | 706 | 0.0% | 0.06% | -4.8% |
| Q3 2022 | $32,000 | -82.0% | 706 | -79.5% | 0.06% | -81.0% |
| Q2 2022 | $178,000 | -13.6% | 3,451 | 0.0% | 0.33% | +6.8% |
| Q1 2022 | $206,000 | -5.9% | 3,451 | 0.0% | 0.31% | +1.6% |
| Q4 2021 | $219,000 | +0.5% | 3,451 | 0.0% | 0.31% | -5.6% |
| Q3 2021 | $218,000 | -4.0% | 3,451 | 0.0% | 0.32% | -3.3% |
| Q2 2021 | $227,000 | -41.5% | 3,451 | -44.3% | 0.34% | -42.7% |
| Q1 2021 | $388,000 | -5.8% | 6,196 | -9.5% | 0.58% | -9.6% |
| Q4 2020 | $412,000 | +13.8% | 6,848 | -1.4% | 0.65% | -48.2% |
| Q3 2020 | $362,000 | +6.2% | 6,943 | 0.0% | 1.25% | +0.2% |
| Q2 2020 | $341,000 | -53.7% | 6,943 | -60.5% | 1.25% | -57.5% |
| Q1 2020 | $737,000 | -33.8% | 17,575 | -12.1% | 2.94% | -13.7% |
| Q4 2019 | $1,113,000 | -3.9% | 19,986 | -10.8% | 3.40% | -10.7% |
| Q3 2019 | $1,158,000 | -16.9% | 22,414 | -15.1% | 3.81% | -3.2% |
| Q2 2019 | $1,393,000 | -3.1% | 26,400 | -4.7% | 3.94% | -19.2% |
| Q1 2019 | $1,437,000 | +3.1% | 27,688 | 0.0% | 4.87% | +6.2% |
| Q4 2018 | $1,394,000 | – | 27,688 | – | 4.59% | – |
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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% |