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 | $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 | 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% |