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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $352,296 | -4.9% | 6,381 | -10.9% | 0.23% | -20.7% |
| Q4 2022 | $370,419 | +12.6% | 7,162 | -0.4% | 0.30% | +6.1% |
| Q3 2022 | $329,000 | -3.2% | 7,194 | +9.2% | 0.28% | +3.0% |
| Q2 2022 | $340,000 | -1.4% | 6,586 | +14.1% | 0.27% | +21.6% |
| Q1 2022 | $345,000 | -6.8% | 5,770 | -0.9% | 0.22% | -4.3% |
| Q4 2021 | $370,000 | +5.1% | 5,825 | +4.5% | 0.23% | 0.0% |
| Q3 2021 | $352,000 | +2.6% | 5,572 | +6.7% | 0.23% | +0.9% |
| Q2 2021 | $343,000 | +22.9% | 5,220 | +17.4% | 0.23% | +9.5% |
| Q1 2021 | $279,000 | – | 4,445 | – | 0.21% | – |
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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% |