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 | $40,461 | -4.6% | 756 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $42,397 | +1.6% | 756 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $41,738 | -7.9% | 756 | -13.7% | 0.03% | -10.3% |
| Q4 2022 | $45,307 | -85.7% | 876 | -87.3% | 0.03% | -87.2% |
| Q3 2022 | $316,000 | -66.6% | 6,900 | -62.4% | 0.23% | -65.0% |
| Q2 2022 | $947,000 | -40.3% | 18,349 | -30.9% | 0.64% | -32.5% |
| Q1 2022 | $1,586,000 | -35.9% | 26,541 | -31.9% | 0.96% | -34.7% |
| Q4 2021 | $2,476,000 | +4.1% | 38,950 | +3.6% | 1.46% | -4.4% |
| Q3 2021 | $2,379,000 | +5.6% | 37,610 | +9.7% | 1.53% | +6.3% |
| Q2 2021 | $2,253,000 | +21.3% | 34,297 | +15.7% | 1.44% | +13.3% |
| Q1 2021 | $1,858,000 | +21.8% | 29,638 | +17.0% | 1.27% | +13.3% |
| Q4 2020 | $1,525,000 | – | 25,342 | – | 1.12% | – |
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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% |