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 | $4,522 | -3.5% | 84,564 | +1.2% | 3.94% | +1.7% |
| Q2 2023 | $4,686 | +8.2% | 83,572 | +5.3% | 3.88% | -1.6% |
| Q1 2023 | $4,331 | +9.6% | 79,333 | +3.8% | 3.94% | +4.9% |
| Q4 2022 | $3,953 | -99.9% | 76,449 | +5.2% | 3.76% | +13.3% |
| Q3 2022 | $3,325,000 | +435.4% | 72,662 | +502.5% | 3.31% | +66.7% |
| Q2 2022 | $621,000 | -85.2% | 12,061 | -82.8% | 1.99% | -34.4% |
| Q1 2022 | $4,183,000 | -6.0% | 70,120 | +0.2% | 3.03% | -0.1% |
| Q4 2021 | $4,448,000 | +1.1% | 70,001 | +0.7% | 3.03% | -11.5% |
| Q3 2021 | $4,398,000 | +4.4% | 69,526 | +8.3% | 3.43% | +0.3% |
| Q2 2021 | $4,213,000 | +8.1% | 64,224 | +3.2% | 3.42% | -2.0% |
| Q1 2021 | $3,899,000 | +7.3% | 62,213 | +2.9% | 3.49% | -0.2% |
| Q4 2020 | $3,635,000 | – | 60,444 | – | 3.49% | – |
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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% |