VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,391,306 | +2.6% | 1,016,280 | +7.5% | 13.12% | +6.4% |
| Q2 2023 | $53,002,386 | -3.6% | 945,121 | -5.1% | 12.32% | -0.9% |
| Q1 2023 | $54,976,240 | +107340.5% | 995,766 | +0.6% | 12.43% | +11.6% |
| Q4 2022 | $51,169 | -99.9% | 989,359 | -9.8% | 11.14% | -2.2% |
| Q3 2022 | $50,215,000 | -16.4% | 1,097,119 | -5.7% | 11.39% | -4.0% |
| Q2 2022 | $60,034,000 | -14.8% | 1,163,228 | -1.4% | 11.87% | +24.0% |
| Q1 2022 | $70,457,000 | -5.2% | 1,179,402 | +0.9% | 9.57% | -4.6% |
| Q4 2021 | $74,312,000 | +1.0% | 1,168,989 | +0.5% | 10.03% | -3.4% |
| Q3 2021 | $73,584,000 | +2.2% | 1,163,199 | +6.1% | 10.38% | -6.2% |
| Q2 2021 | $72,021,000 | +9.4% | 1,096,538 | +4.4% | 11.07% | +2.7% |
| Q1 2021 | $65,853,000 | +9.2% | 1,050,297 | +4.7% | 10.78% | +4.1% |
| Q4 2020 | $60,326,000 | +22.5% | 1,002,757 | +6.2% | 10.36% | -46.9% |
| Q3 2020 | $49,248,000 | +1.2% | 944,018 | -4.6% | 19.52% | +1.2% |
| Q2 2020 | $48,648,000 | – | 989,399 | – | 19.30% | – |
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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% |