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 | $2,782 | +0.5% | 51,978 | +5.3% | 1.85% | +2.8% |
| Q2 2023 | $2,767 | +4.1% | 49,345 | +2.5% | 1.80% | -2.5% |
| Q1 2023 | $2,658 | +10.4% | 48,135 | +3.4% | 1.84% | +0.4% |
| Q4 2022 | $2,407 | -99.9% | 46,545 | -12.1% | 1.83% | -5.9% |
| Q3 2022 | $2,423,000 | -11.1% | 52,935 | +0.2% | 1.95% | -22.3% |
| Q2 2022 | $2,726,000 | -15.9% | 52,824 | -2.4% | 2.51% | -4.6% |
| Q1 2022 | $3,242,000 | +4.4% | 54,098 | +10.8% | 2.63% | +1.4% |
| Q4 2021 | $3,105,000 | – | 48,837 | – | 2.59% | – |
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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% |