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 | $4,889,406 | -4.2% | 91,357 | +0.4% | 1.86% | -8.7% |
| Q2 2023 | $5,102,618 | +1.6% | 90,988 | +0.1% | 2.04% | -3.0% |
| Q1 2023 | $5,020,576 | +22.5% | 90,936 | +14.8% | 2.10% | +24.2% |
| Q4 2022 | $4,098,348 | +2.6% | 79,241 | -9.2% | 1.69% | -6.1% |
| Q3 2022 | $3,996,000 | +17.5% | 87,296 | +32.5% | 1.80% | +21.1% |
| Q2 2022 | $3,401,000 | -14.5% | 65,907 | -7.9% | 1.49% | -11.4% |
| Q1 2022 | $3,976,000 | – | 71,581 | – | 1.68% | – |
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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% |