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 | $27,480,105 | +1.2% | 513,455 | +6.1% | 7.22% | +2.5% |
| Q2 2023 | $27,144,436 | +10.4% | 484,031 | +8.7% | 7.04% | -0.1% |
| Q1 2023 | $24,581,589 | +12.6% | 445,238 | +5.4% | 7.05% | +3.0% |
| Q4 2022 | $21,839,987 | +1.0% | 422,274 | -10.6% | 6.85% | -8.1% |
| Q3 2022 | $21,627,000 | -7.3% | 472,514 | +4.6% | 7.45% | -7.1% |
| Q2 2022 | $23,325,000 | -10.4% | 451,942 | +3.7% | 8.02% | +3.9% |
| Q1 2022 | $26,030,000 | +10.8% | 435,728 | +17.9% | 7.72% | +0.7% |
| Q4 2021 | $23,497,000 | +7.8% | 369,619 | +7.3% | 7.67% | -2.6% |
| Q3 2021 | $21,794,000 | -4.8% | 344,518 | -1.2% | 7.87% | -5.1% |
| Q2 2021 | $22,899,000 | +7.4% | 348,649 | +2.6% | 8.30% | -1.1% |
| Q1 2021 | $21,312,000 | +32.1% | 339,907 | +26.7% | 8.39% | +8.4% |
| Q4 2020 | $16,138,000 | +32.1% | 268,257 | +14.6% | 7.74% | +9.8% |
| Q3 2020 | $12,214,000 | +9.4% | 234,114 | +3.1% | 7.05% | +2.1% |
| Q2 2020 | $11,165,000 | +35.3% | 227,069 | +15.5% | 6.91% | +5.8% |
| Q1 2020 | $8,249,000 | -27.5% | 196,586 | -3.7% | 6.53% | -3.7% |
| Q4 2019 | $11,374,000 | – | 204,231 | – | 6.78% | – |
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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% |