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 | $4,484,941 | +5.9% | 83,799 | +10.9% | 1.68% | +1.0% |
| Q2 2023 | $4,235,869 | +8.7% | 75,533 | +7.0% | 1.66% | +0.6% |
| Q1 2023 | $3,898,063 | +12.4% | 70,604 | +5.3% | 1.65% | +16.8% |
| Q4 2022 | $3,467,247 | +20.8% | 67,039 | +20.5% | 1.42% | +1.6% |
| Q2 2022 | $2,871,000 | +2.0% | 55,638 | +18.0% | 1.39% | +13.5% |
| Q1 2022 | $2,816,000 | +31.3% | 47,142 | +39.8% | 1.23% | +13.3% |
| Q4 2021 | $2,144,000 | – | 33,726 | – | 1.08% | – |
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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% |