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 | $65,188 | -4.6% | 1,218 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $68,306 | +1.6% | 1,218 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $67,246 | +6.7% | 1,218 | 0.0% | 0.02% | +6.7% |
| Q4 2022 | $62,995 | +12.5% | 1,218 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $56,000 | -11.1% | 1,218 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $63,000 | -13.7% | 1,218 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $73,000 | -5.2% | 1,218 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $77,000 | +13.2% | 1,218 | +14.0% | 0.02% | +6.7% |
| Q3 2021 | $68,000 | -2.9% | 1,068 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $70,000 | +4.5% | 1,068 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $67,000 | +4.7% | 1,068 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $64,000 | +14.3% | 1,068 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $56,000 | -9.7% | 1,068 | -15.8% | 0.02% | -22.7% |
| Q2 2020 | $62,000 | +17.0% | 1,268 | 0.0% | 0.02% | -18.5% |
| Q1 2020 | $53,000 | -25.4% | 1,268 | 0.0% | 0.03% | -20.6% |
| Q4 2019 | $71,000 | +7.6% | 1,268 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $66,000 | – | 1,268 | – | 0.04% | – |
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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% |