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 | $2,328,013 | -6.9% | 43,498 | -2.4% | 0.31% | -3.4% |
| Q2 2023 | $2,499,766 | +1.6% | 44,575 | 0.0% | 0.32% | +1.9% |
| Q1 2023 | $2,460,986 | +105885.6% | 44,575 | -0.7% | 0.32% | +3.9% |
| Q4 2022 | $2,322 | -99.9% | 44,901 | +3.2% | 0.30% | +9.0% |
| Q3 2022 | $1,991,000 | -58.2% | 43,494 | -41.9% | 0.28% | -44.2% |
| Q4 2021 | $4,760,000 | +21536.4% | 74,885 | +18435.9% | 0.50% | +12400.0% |
| Q2 2018 | $22,000 | +69.2% | 404 | +70.5% | 0.00% | +100.0% |
| Q3 2017 | $13,000 | +8.3% | 237 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $12,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | +9.1% | 237 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $11,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $11,000 | – | 237 | – | 0.00% | – |
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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% |