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 | $2,064,186 | -4.6% | 38,568 | 0.0% | 0.08% | +5.6% |
| Q2 2023 | $2,162,921 | +1.6% | 38,568 | 0.0% | 0.07% | +9.2% |
| Q1 2023 | $2,129,367 | +6.7% | 38,568 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $1,994,763 | +13.0% | 38,568 | 0.0% | 0.06% | +39.1% |
| Q3 2022 | $1,765,000 | -11.4% | 38,568 | 0.0% | 0.05% | -17.9% |
| Q2 2022 | $1,991,000 | -13.6% | 38,568 | 0.0% | 0.06% | +33.3% |
| Q1 2022 | $2,304,000 | -6.0% | 38,568 | 0.0% | 0.04% | +35.5% |
| Q4 2021 | $2,452,000 | +0.5% | 38,568 | 0.0% | 0.03% | +34.8% |
| Q3 2021 | $2,440,000 | -3.7% | 38,568 | 0.0% | 0.02% | +9.5% |
| Q2 2021 | $2,533,000 | +4.8% | 38,568 | 0.0% | 0.02% | -12.5% |
| Q1 2021 | $2,418,000 | +4.2% | 38,568 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,320,000 | +15.3% | 38,568 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $2,012,000 | +6.1% | 38,568 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $1,896,000 | +17.2% | 38,568 | 0.0% | 0.02% | -30.3% |
| Q1 2020 | $1,618,000 | -24.5% | 38,568 | +0.3% | 0.03% | -17.5% |
| Q4 2019 | $2,142,000 | – | 38,471 | – | 0.04% | – |
Download | ||||||
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% |