VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $459,161 | +13.1% | 8,878 | 0.0% | 0.36% | +8.1% |
| Q3 2022 | $406,000 | -13.4% | 8,878 | -2.3% | 0.33% | -7.8% |
| Q2 2022 | $469,000 | -13.6% | 9,088 | 0.0% | 0.36% | +0.3% |
| Q1 2022 | $543,000 | -6.1% | 9,088 | 0.0% | 0.36% | -4.5% |
| Q4 2021 | $578,000 | +0.5% | 9,088 | 0.0% | 0.38% | +4.7% |
| Q3 2021 | $575,000 | -3.5% | 9,088 | +0.0% | 0.36% | +0.3% |
| Q2 2021 | $596,000 | +4.7% | 9,087 | 0.0% | 0.36% | -4.8% |
| Q1 2021 | $569,000 | +4.4% | 9,087 | +0.3% | 0.38% | -4.1% |
| Q4 2020 | $545,000 | +16.5% | 9,064 | +1.0% | 0.39% | +4.3% |
| Q3 2020 | $468,000 | 0.0% | 8,975 | +0.7% | 0.38% | +2.5% |
| Q2 2020 | $468,000 | – | 8,916 | – | 0.37% | – |
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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% |