VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,980 | -4.5% | 36,989 | 0.0% | 0.38% | +2.4% |
| Q2 2023 | $2,074 | +1.6% | 36,989 | 0.0% | 0.37% | +1.1% |
| Q1 2023 | $2,042 | +6.7% | 36,989 | 0.0% | 0.37% | +4.5% |
| Q4 2022 | $1,913 | -99.9% | 36,989 | 0.0% | 0.35% | +8.0% |
| Q3 2022 | $1,693,000 | -11.3% | 36,989 | 0.0% | 0.33% | -2.4% |
| Q2 2022 | $1,909,000 | -13.6% | 36,989 | 0.0% | 0.34% | +0.3% |
| Q1 2022 | $2,210,000 | -6.0% | 36,989 | 0.0% | 0.33% | -2.6% |
| Q4 2021 | $2,351,000 | +0.5% | 36,989 | 0.0% | 0.34% | -5.5% |
| Q3 2021 | $2,340,000 | -3.7% | 36,989 | 0.0% | 0.36% | -3.7% |
| Q2 2021 | $2,429,000 | +4.7% | 36,989 | 0.0% | 0.38% | 0.0% |
| Q1 2021 | $2,319,000 | +4.2% | 36,989 | 0.0% | 0.38% | -5.8% |
| Q4 2020 | $2,225,000 | +15.3% | 36,989 | 0.0% | 0.40% | -9.3% |
| Q3 2020 | $1,930,000 | +532.8% | 36,989 | +496.0% | 0.44% | +530.0% |
| Q2 2020 | $305,000 | – | 6,206 | – | 0.07% | – |
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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% |