VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,030,115 | +1.6% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,983,107 | +6.7% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,794,535 | +13.0% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,473,000 | -11.3% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,789,000 | -7.6% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,018,000 | +43.7% | 54,032 | +63.6% | 0.00% | +50.0% |
| Q4 2021 | $2,100,000 | +0.5% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,090,000 | -3.7% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,170,000 | +4.8% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,071,000 | -21.8% | 33,032 | -24.9% | 0.00% | -33.3% |
| Q4 2020 | $2,647,000 | +15.3% | 44,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,295,000 | +6.1% | 44,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,163,000 | -41.4% | 44,000 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $3,692,000 | +32.3% | 88,000 | +63.0% | 0.00% | -25.0% |
| Q3 2019 | $2,790,000 | -2.1% | 54,000 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $2,849,000 | +6.6% | 54,000 | +4.9% | 0.01% | 0.0% |
| Q1 2019 | $2,673,000 | +9.9% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $2,432,000 | -12.5% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $2,781,000 | -0.2% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $2,786,000 | +2221.7% | 51,500 | +2053.0% | 0.01% | – |
| Q1 2015 | $120,000 | +22.4% | 2,392 | +18.3% | 0.00% | – |
| Q4 2014 | $98,000 | – | 2,022 | – | 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% |