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 | $130,741 | +0.7% | 2,443 | +5.5% | 0.03% | -3.1% |
| Q2 2023 | $129,856 | +7.6% | 2,316 | +6.0% | 0.03% | +3.2% |
| Q1 2023 | $120,638 | +7.0% | 2,185 | +0.2% | 0.03% | -6.1% |
| Q4 2022 | $112,774 | +16.3% | 2,180 | +2.8% | 0.03% | +6.5% |
| Q3 2022 | $97,000 | -4.9% | 2,120 | +6.7% | 0.03% | +3.3% |
| Q2 2022 | $102,000 | -12.8% | 1,986 | +1.1% | 0.03% | -9.1% |
| Q1 2022 | $117,000 | -0.8% | 1,965 | +5.9% | 0.03% | -8.3% |
| Q4 2021 | $118,000 | +1.7% | 1,855 | +1.4% | 0.04% | -5.3% |
| Q3 2021 | $116,000 | +4.5% | 1,830 | +8.2% | 0.04% | 0.0% |
| Q2 2021 | $111,000 | +16.8% | 1,692 | +11.3% | 0.04% | 0.0% |
| Q1 2021 | $95,000 | +26.7% | 1,520 | +22.3% | 0.04% | +18.8% |
| Q4 2020 | $75,000 | +66.7% | 1,243 | +42.9% | 0.03% | +45.5% |
| Q3 2020 | $45,000 | – | 870 | – | 0.02% | – |
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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% |