VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. 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 | $2,932,128 | -3.5% | 54,786 | +1.1% | 0.04% | -2.2% |
| Q2 2023 | $3,038,806 | +9.3% | 54,187 | +7.6% | 0.04% | +2.3% |
| Q1 2023 | $2,780,985 | -2.6% | 50,371 | -8.8% | 0.04% | -8.3% |
| Q4 2022 | $2,855,285 | +19.9% | 55,207 | +6.1% | 0.05% | +6.7% |
| Q3 2022 | $2,382,000 | -19.2% | 52,034 | -8.9% | 0.04% | -19.6% |
| Q2 2022 | $2,948,000 | +1.7% | 57,126 | +17.7% | 0.06% | +14.3% |
| Q1 2022 | $2,899,000 | -2.8% | 48,522 | +3.4% | 0.05% | +2.1% |
| Q4 2021 | $2,982,000 | +36.6% | 46,914 | +36.0% | 0.05% | +14.3% |
| Q3 2021 | $2,183,000 | +1.1% | 34,503 | +5.0% | 0.04% | -2.3% |
| Q2 2021 | $2,159,000 | +4.2% | 32,872 | -0.5% | 0.04% | -6.5% |
| Q1 2021 | $2,072,000 | +0.7% | 33,044 | -3.4% | 0.05% | -9.8% |
| Q4 2020 | $2,057,000 | – | 34,190 | – | 0.05% | – |
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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% |