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 | $239,446 | -21.2% | 4,560 | -17.9% | 0.04% | -18.9% |
| Q2 2023 | $304,028 | -62.7% | 5,551 | -62.5% | 0.05% | -63.9% |
| Q1 2023 | $816,039 | -5.7% | 14,786 | -8.2% | 0.15% | -7.5% |
| Q4 2022 | $865,751 | -12.5% | 16,113 | -22.9% | 0.16% | -20.1% |
| Q3 2022 | $989,000 | +32.8% | 20,911 | +41.9% | 0.20% | +36.3% |
| Q2 2022 | $745,000 | +9.6% | 14,739 | +28.4% | 0.15% | +17.7% |
| Q1 2022 | $680,000 | +185.7% | 11,478 | +194.8% | 0.12% | +181.8% |
| Q4 2021 | $238,000 | – | 3,893 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |