VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,006 | -6.0% | 5,101 | -1.5% | 0.21% | -1.9% |
| Q2 2023 | $290,451 | -0.2% | 5,179 | -1.7% | 0.21% | -4.1% |
| Q1 2023 | $291,031 | +123.2% | 5,271 | +109.1% | 0.22% | +114.6% |
| Q4 2022 | $130,395 | +13.4% | 2,521 | +0.0% | 0.10% | +8.4% |
| Q3 2022 | $115,000 | -11.5% | 2,520 | +0.0% | 0.10% | -7.8% |
| Q2 2022 | $130,000 | -13.3% | 2,519 | +0.0% | 0.10% | +5.1% |
| Q1 2022 | $150,000 | -6.2% | 2,518 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $160,000 | +0.6% | 2,518 | +0.0% | 0.10% | -7.5% |
| Q3 2021 | $159,000 | -3.6% | 2,517 | 0.0% | 0.11% | -1.9% |
| Q2 2021 | $165,000 | -94.8% | 2,517 | -95.0% | 0.11% | -95.4% |
| Q1 2021 | $3,184,000 | +5.5% | 50,776 | +1.2% | 2.33% | -6.1% |
| Q4 2020 | $3,019,000 | +17.4% | 50,176 | +1.8% | 2.48% | +4.7% |
| Q3 2020 | $2,571,000 | -2.5% | 49,285 | -8.1% | 2.37% | -1.6% |
| Q2 2020 | $2,637,000 | -0.1% | 53,628 | -14.7% | 2.41% | -13.5% |
| Q1 2020 | $2,639,000 | -23.5% | 62,888 | +1.5% | 2.78% | -10.7% |
| Q4 2019 | $3,449,000 | -11.2% | 61,938 | -17.6% | 3.12% | -18.8% |
| Q3 2019 | $3,882,000 | -2.1% | 75,153 | +0.0% | 3.84% | -2.7% |
| Q2 2019 | $3,964,000 | -5.1% | 75,152 | -6.6% | 3.94% | -5.2% |
| Q1 2019 | $4,175,000 | +5.5% | 80,446 | -4.0% | 4.16% | -3.0% |
| Q4 2018 | $3,956,000 | -18.9% | 83,787 | -7.2% | 4.29% | -7.1% |
| Q3 2018 | $4,876,000 | +1.2% | 90,290 | +1.3% | 4.62% | +3.3% |
| Q2 2018 | $4,820,000 | -4.7% | 89,090 | -0.4% | 4.47% | -3.4% |
| Q1 2018 | $5,058,000 | +8.8% | 89,443 | +9.4% | 4.63% | +15.4% |
| Q4 2017 | $4,647,000 | – | 81,792 | – | 4.01% | – |
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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% |