VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,437,768 | -75.7% | 26,864 | -74.1% | 4.35% | -38.0% |
| Q2 2023 | $5,928,716 | +101.0% | 103,726 | +94.1% | 7.02% | -15.9% |
| Q1 2023 | $2,950,285 | +7.5% | 53,438 | +0.7% | 8.35% | -2.3% |
| Q4 2022 | $2,745,383 | +9.1% | 53,082 | -3.5% | 8.55% | +13.5% |
| Q3 2022 | $2,517,000 | -4.8% | 54,988 | +7.4% | 7.53% | -2.5% |
| Q2 2022 | $2,643,000 | +54.7% | 51,215 | +90.7% | 7.72% | +72.6% |
| Q1 2022 | $1,708,000 | +2.8% | 26,862 | -3.4% | 4.47% | +1.1% |
| Q4 2021 | $1,661,000 | – | 27,797 | – | 4.42% | – |
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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% |