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 | $4,695,449 | +42.0% | 87,733 | +20.7% | 0.55% | +47.1% |
| Q2 2023 | $3,306,110 | +335.6% | 72,697 | +472.2% | 0.38% | +129.3% |
| Q1 2022 | $759,000 | -4.6% | 12,705 | +1.5% | 0.16% | -4.1% |
| Q4 2021 | $796,000 | +0.8% | 12,515 | +0.2% | 0.17% | +8.2% |
| Q3 2021 | $790,000 | +19.3% | 12,494 | +24.0% | 0.16% | +3.3% |
| Q2 2021 | $662,000 | +4.7% | 10,078 | 0.0% | 0.15% | -10.0% |
| Q1 2021 | $632,000 | +4.3% | 10,078 | 0.0% | 0.17% | -12.8% |
| Q4 2020 | $606,000 | +15.2% | 10,078 | 0.0% | 0.20% | -6.2% |
| Q3 2020 | $526,000 | +6.0% | 10,078 | 0.0% | 0.21% | -10.0% |
| Q2 2020 | $496,000 | +17.3% | 10,078 | 0.0% | 0.23% | -1.7% |
| Q1 2020 | $423,000 | -39.0% | 10,078 | -19.2% | 0.24% | -29.2% |
| Q4 2019 | $694,000 | – | 12,467 | – | 0.33% | – |
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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% |