VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,568,135 | -5.2% | 197,461 | -0.7% | 1.45% | -8.5% |
| Q2 2023 | $11,148,774 | +4.1% | 198,801 | +2.5% | 1.59% | -8.0% |
| Q1 2023 | $10,711,886 | +11.5% | 194,021 | +4.5% | 1.73% | -21.0% |
| Q4 2022 | $9,607,148 | +22.7% | 185,753 | +8.6% | 2.18% | +4.9% |
| Q3 2022 | $7,829,000 | +72.0% | 171,046 | +93.9% | 2.08% | +158.3% |
| Q2 2022 | $4,553,000 | +315.8% | 88,225 | +381.2% | 0.81% | +371.3% |
| Q1 2022 | $1,095,000 | -14.3% | 18,336 | -8.8% | 0.17% | +11.8% |
| Q4 2021 | $1,278,000 | -9.4% | 20,106 | -9.8% | 0.15% | -24.6% |
| Q3 2021 | $1,410,000 | +134.2% | 22,290 | +143.3% | 0.20% | +103.0% |
| Q2 2021 | $602,000 | +4.9% | 9,162 | 0.0% | 0.10% | -18.0% |
| Q1 2021 | $574,000 | – | 9,162 | – | 0.12% | – |
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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% |