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 | $380,260 | +8.0% | 7,105 | +11.4% | 0.27% | +7.0% |
| Q2 2023 | $352,240 | 0.0% | 6,380 | 0.0% | 0.26% | 0.0% |
| Q1 2023 | $352,240 | +6.7% | 6,380 | 0.0% | 0.26% | +3.2% |
| Q4 2022 | $329,974 | +13.0% | 6,380 | 0.0% | 0.25% | +7.4% |
| Q3 2022 | $292,000 | -11.2% | 6,380 | 0.0% | 0.23% | -3.8% |
| Q2 2022 | $329,000 | -13.6% | 6,380 | 0.0% | 0.24% | +0.8% |
| Q1 2022 | $381,000 | -6.2% | 6,380 | 0.0% | 0.24% | -2.5% |
| Q4 2021 | $406,000 | +0.5% | 6,380 | 0.0% | 0.24% | -8.3% |
| Q3 2021 | $404,000 | +9.2% | 6,380 | +13.3% | 0.27% | +4.3% |
| Q2 2021 | $370,000 | +4.8% | 5,629 | 0.0% | 0.26% | -3.4% |
| Q1 2021 | $353,000 | +4.1% | 5,629 | 0.0% | 0.26% | -6.4% |
| Q4 2020 | $339,000 | +15.3% | 5,629 | 0.0% | 0.28% | +0.7% |
| Q3 2020 | $294,000 | +124.4% | 5,629 | +111.2% | 0.28% | +102.9% |
| Q2 2020 | $131,000 | +17.0% | 2,665 | 0.0% | 0.14% | +1.5% |
| Q1 2020 | $112,000 | -43.7% | 2,665 | -25.2% | 0.14% | -28.4% |
| Q4 2019 | $199,000 | – | 3,565 | – | 0.19% | – |
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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% |