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 | $280,124 | -2.4% | 5,234 | +2.3% | 0.05% | -2.0% |
| Q2 2023 | $287,017 | +1.6% | 5,118 | 0.0% | 0.05% | -7.4% |
| Q1 2023 | $282,565 | +6.7% | 5,118 | 0.0% | 0.05% | -6.9% |
| Q4 2022 | $264,703 | +13.1% | 5,118 | 0.0% | 0.06% | +11.5% |
| Q3 2022 | $234,000 | -13.3% | 5,118 | -2.1% | 0.05% | -8.8% |
| Q2 2022 | $270,000 | -12.9% | 5,229 | +0.6% | 0.06% | +16.3% |
| Q1 2022 | $310,000 | -22.5% | 5,196 | -17.5% | 0.05% | -18.3% |
| Q4 2021 | $400,000 | -38.0% | 6,300 | -38.2% | 0.06% | -42.3% |
| Q3 2021 | $645,000 | -3.7% | 10,200 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $670,000 | +18.6% | 10,200 | +8.6% | 0.10% | -4.6% |
| Q4 2020 | $565,000 | -96.8% | 9,393 | -97.2% | 0.11% | -86.2% |
| Q3 2020 | $17,414,000 | +3677.4% | 333,774 | +3453.4% | 0.79% | +563.9% |
| Q2 2020 | $461,000 | – | 9,393 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 405,028 | $21,677,090 | 19.84% |
| OIKOS HOLDINGS LLC | 915,504 | $48,997,774 | 17.67% |
| OKABENA INVESTMENT SERVICES INC | 397,389 | $21,268,259 | 16.54% |
| 25 LLC | 473,652 | $25,349,851 | 15.46% |
| SAM Advisors, LLC | 656,317 | $35,126,073 | 15.24% |
| Sageworth Trust Co | 3,461,757 | $185,273,234 | 13.60% |
| Sunflower Bank, N.A. | 1,016,280 | $54,391,306 | 13.12% |
| UNIVEST FINANCIAL Corp | 723,466 | $38,719,874 | 12.92% |
| Global Endowment Management, LP | 2,151,446 | $115,145,390 | 12.32% |
| Cairn Investment Group, Inc. | 278,361 | $14,898 | 9.88% |