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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $292,000 | -17.7% | 4,882 | -12.6% | 0.14% | -11.3% |
| Q4 2021 | $355,000 | 0.0% | 5,585 | +2.3% | 0.16% | -5.4% |
| Q3 2021 | $355,000 | +11.6% | 5,460 | +12.9% | 0.17% | +0.6% |
| Q2 2021 | $318,000 | +8.9% | 4,837 | +3.8% | 0.17% | -1.8% |
| Q1 2021 | $292,000 | -9.6% | 4,658 | -9.9% | 0.17% | -11.0% |
| Q4 2020 | $323,000 | +17.9% | 5,170 | +3.1% | 0.19% | +11.0% |
| Q3 2020 | $274,000 | +5.0% | 5,016 | +0.6% | 0.17% | -3.9% |
| Q2 2020 | $261,000 | +24.3% | 4,984 | -0.6% | 0.18% | -12.3% |
| Q1 2020 | $210,000 | -36.0% | 5,014 | -15.0% | 0.20% | -29.9% |
| Q4 2019 | $328,000 | – | 5,897 | – | 0.29% | – |
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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% |