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 | $460,347 | +3.1% | 8,601 | +8.0% | 0.07% | -1.4% |
| Q2 2023 | $446,550 | +32.8% | 7,963 | +30.8% | 0.07% | +25.5% |
| Q1 2023 | $336,201 | -44.6% | 6,090 | -45.7% | 0.06% | +5.8% |
| Q4 2022 | $606,565 | +143.6% | 11,224 | +106.6% | 0.05% | +4.0% |
| Q3 2022 | $249,000 | -15.3% | 5,432 | -4.7% | 0.05% | -7.4% |
| Q2 2022 | $294,000 | -19.9% | 5,698 | -7.2% | 0.05% | -12.9% |
| Q1 2022 | $367,000 | -1.6% | 6,141 | +4.7% | 0.06% | -4.6% |
| Q4 2021 | $373,000 | -2.1% | 5,865 | -2.5% | 0.06% | -5.8% |
| Q3 2021 | $381,000 | -8.2% | 6,018 | -4.7% | 0.07% | -13.8% |
| Q2 2021 | $415,000 | +4.3% | 6,318 | -0.3% | 0.08% | +1.3% |
| Q1 2021 | $398,000 | -2.7% | 6,340 | -6.7% | 0.08% | -10.2% |
| Q4 2020 | $409,000 | +14.9% | 6,798 | -0.5% | 0.09% | 0.0% |
| Q3 2020 | $356,000 | +7.6% | 6,829 | +1.4% | 0.09% | -9.3% |
| Q2 2020 | $331,000 | -19.1% | 6,734 | -31.0% | 0.10% | -34.5% |
| Q1 2020 | $409,000 | -88.7% | 9,753 | -85.0% | 0.15% | -88.6% |
| Q4 2019 | $3,632,000 | – | 65,210 | – | 1.30% | – |
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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% |