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 | $441,498 | -9.9% | 8,623 | +1.3% | 0.34% | -10.1% |
| Q2 2023 | $489,866 | +5.3% | 8,512 | +2.7% | 0.38% | -4.8% |
| Q1 2023 | $465,430 | +3.5% | 8,292 | -4.6% | 0.40% | -8.5% |
| Q4 2022 | $449,499 | +8.8% | 8,691 | 0.0% | 0.43% | -3.6% |
| Q3 2022 | $413,000 | -9.2% | 8,691 | +1.6% | 0.45% | -4.1% |
| Q2 2022 | $455,000 | -0.2% | 8,552 | +3.5% | 0.47% | -2.7% |
| Q1 2022 | $456,000 | -9.2% | 8,264 | +1.8% | 0.48% | -6.6% |
| Q4 2021 | $502,000 | – | 8,120 | – | 0.52% | – |
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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% |