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 | $331,021 | -6.4% | 6,185 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $353,584 | +7.6% | 6,305 | +5.9% | 0.00% | 0.0% |
| Q1 2023 | $328,610 | +6.7% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $307,837 | +13.2% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $272,000 | -11.4% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $307,000 | -22.5% | 5,952 | -10.2% | 0.00% | -33.3% |
| Q1 2022 | $396,000 | -5.9% | 6,625 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $421,000 | +0.5% | 6,625 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $419,000 | -3.7% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $435,000 | +4.8% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $415,000 | +4.0% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $399,000 | +15.3% | 6,625 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $346,000 | +6.1% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $326,000 | +17.3% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $278,000 | -24.7% | 6,625 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $369,000 | – | 6,625 | – | 0.00% | – |
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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% |