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 | $202,199 | -4.6% | 3,778 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $211,871 | +1.6% | 3,778 | 0.0% | 0.04% | -4.5% |
| Q1 2023 | $208,584 | -9.9% | 3,778 | -15.6% | 0.04% | -15.4% |
| Q4 2022 | $231,603 | +0.3% | 4,478 | -11.4% | 0.05% | -10.3% |
| Q3 2022 | $231,000 | -26.0% | 5,054 | -16.5% | 0.06% | -22.7% |
| Q2 2022 | $312,000 | -30.8% | 6,054 | -19.9% | 0.08% | -21.1% |
| Q1 2022 | $451,000 | -6.0% | 7,554 | 0.0% | 0.10% | -3.1% |
| Q4 2021 | $480,000 | +0.4% | 7,554 | 0.0% | 0.10% | -7.5% |
| Q3 2021 | $478,000 | +3883.3% | 7,554 | +4192.0% | 0.11% | +3433.3% |
| Q2 2021 | $12,000 | +9.1% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 176 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | – | 176 | – | 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% |