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 | $4,187 | -4.8% | 78,247 | -0.3% | 2.71% | -5.7% |
| Q2 2023 | $4,399 | +2.3% | 78,448 | +0.7% | 2.88% | -0.5% |
| Q1 2023 | $4,300 | +6.0% | 77,902 | -0.7% | 2.89% | +1.0% |
| Q4 2022 | $4,057 | -99.9% | 78,456 | +6.3% | 2.86% | +12.9% |
| Q3 2022 | $3,379,000 | -13.4% | 73,822 | -2.3% | 2.53% | -8.4% |
| Q2 2022 | $3,900,000 | +11.3% | 75,574 | +28.8% | 2.76% | +20.9% |
| Q1 2022 | $3,504,000 | -5.5% | 58,659 | +0.6% | 2.29% | -2.6% |
| Q4 2021 | $3,708,000 | – | 58,333 | – | 2.35% | – |
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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% |