VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,627,713 | -9.9% | 86,467 | -5.5% | 3.40% | -2.9% |
| Q2 2023 | $5,133,744 | +3.2% | 91,543 | +1.6% | 3.50% | +3.4% |
| Q1 2023 | $4,975,942 | +6.3% | 90,128 | -0.4% | 3.38% | +3.5% |
| Q4 2022 | $4,679,865 | +13.0% | 90,485 | +0.0% | 3.27% | +0.8% |
| Q3 2022 | $4,141,000 | -11.5% | 90,477 | -0.2% | 3.24% | -14.8% |
| Q2 2022 | $4,677,000 | -13.3% | 90,626 | +0.3% | 3.80% | +1.3% |
| Q1 2022 | $5,397,000 | -6.6% | 90,337 | -0.6% | 3.76% | -5.5% |
| Q4 2021 | $5,779,000 | +4.0% | 90,879 | +3.5% | 3.97% | -4.8% |
| Q3 2021 | $5,556,000 | -1.7% | 87,830 | +2.0% | 4.18% | +3.8% |
| Q2 2021 | $5,654,000 | +9.0% | 86,082 | +4.0% | 4.02% | -1.0% |
| Q1 2021 | $5,189,000 | +14.0% | 82,757 | +9.4% | 4.06% | +7.5% |
| Q4 2020 | $4,553,000 | – | 75,674 | – | 3.78% | – |
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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% |