VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,943 | -4.3% | 353,938 | +0.3% | 0.28% | +1.4% |
| Q2 2023 | $19,791 | +0.7% | 352,907 | -0.9% | 0.28% | -3.4% |
| Q1 2023 | $19,652 | +7.4% | 355,958 | +0.6% | 0.29% | +13.2% |
| Q4 2022 | $18,293 | -99.8% | 353,698 | +34.9% | 0.26% | +21.2% |
| Q3 2022 | $12,001,000 | +91.5% | 262,197 | +115.9% | 0.21% | +96.3% |
| Q2 2022 | $6,268,000 | -74.2% | 121,445 | -70.1% | 0.11% | -70.2% |
| Q1 2022 | $24,301,000 | +157.2% | 406,779 | +173.7% | 0.36% | +118.7% |
| Q4 2021 | $9,448,000 | +90.5% | 148,616 | +89.5% | 0.17% | +74.7% |
| Q3 2021 | $4,960,000 | -1.2% | 78,407 | +2.6% | 0.10% | -5.0% |
| Q2 2021 | $5,020,000 | +2.5% | 76,437 | -2.1% | 0.10% | -2.9% |
| Q1 2021 | $4,896,000 | +2.5% | 78,090 | -1.7% | 0.10% | -6.4% |
| Q4 2020 | $4,778,000 | +12.1% | 79,418 | -2.8% | 0.11% | -0.9% |
| Q3 2020 | $4,264,000 | +3.8% | 81,725 | -2.2% | 0.11% | -6.7% |
| Q2 2020 | $4,108,000 | -65.9% | 83,547 | -70.9% | 0.12% | -69.6% |
| Q1 2020 | $12,059,000 | -31.8% | 287,398 | -9.4% | 0.39% | -12.1% |
| Q4 2019 | $17,675,000 | +22.9% | 317,375 | +14.0% | 0.45% | -2.4% |
| Q3 2019 | $14,378,000 | -7.1% | 278,324 | -5.1% | 0.46% | -6.7% |
| Q2 2019 | $15,471,000 | +1.0% | 293,280 | -0.6% | 0.49% | -23.7% |
| Q1 2019 | $15,316,000 | +10.3% | 295,104 | +0.3% | 0.64% | -4.6% |
| Q4 2018 | $13,891,000 | +2482.0% | 294,168 | +2855.9% | 0.67% | +2303.6% |
| Q2 2018 | $538,000 | -35.6% | 9,952 | -32.7% | 0.03% | -39.1% |
| Q1 2018 | $836,000 | +429.1% | 14,785 | +371.8% | 0.05% | +170.6% |
| Q2 2015 | $158,000 | – | 3,134 | – | 0.02% | – |
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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% |