VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
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 | 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% |