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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,131 | +7.5% | 3,640 | +5.8% | 0.16% | +3.8% |
| Q1 2023 | $189,922 | +6.7% | 3,440 | 0.0% | 0.16% | +3.9% |
| Q4 2022 | $177,917 | +4.0% | 3,440 | -8.2% | 0.15% | -2.6% |
| Q3 2022 | $171,000 | -17.4% | 3,747 | -6.6% | 0.16% | -12.4% |
| Q2 2022 | $207,000 | -27.4% | 4,013 | -15.1% | 0.18% | -23.3% |
| Q1 2022 | $285,000 | -10.9% | 4,729 | -6.1% | 0.23% | -10.8% |
| Q4 2021 | $320,000 | – | 5,037 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |