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 | $362,251 | -4.2% | 6,769 | +0.4% | 0.05% | -1.9% |
| Q2 2023 | $378,004 | +2.4% | 6,740 | +0.9% | 0.05% | -3.6% |
| Q1 2023 | $368,969 | +6.9% | 6,683 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $345,044 | +13.9% | 6,671 | +0.9% | 0.06% | -3.4% |
| Q3 2022 | $303,000 | -14.6% | 6,610 | -3.8% | 0.06% | -10.8% |
| Q2 2022 | $355,000 | -12.8% | 6,870 | +0.9% | 0.06% | -4.4% |
| Q1 2022 | $407,000 | -10.9% | 6,811 | -5.2% | 0.07% | -21.8% |
| Q4 2021 | $457,000 | +32.1% | 7,181 | +31.3% | 0.09% | +19.2% |
| Q3 2021 | $346,000 | +33.6% | 5,471 | +38.9% | 0.07% | +30.4% |
| Q2 2021 | $259,000 | +5.7% | 3,938 | +0.8% | 0.06% | -5.1% |
| Q1 2021 | $245,000 | +6.5% | 3,908 | +2.3% | 0.06% | +156.5% |
| Q4 2020 | $230,000 | – | 3,819 | – | 0.02% | – |
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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% |