VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 185 filers reported holding VANGUARD STAR FDS in Q1 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,117,387 | -9.1% | 1,291,431 | -4.7% | 0.03% | -6.5% |
| Q2 2023 | $76,026,759 | +2.0% | 1,355,684 | +0.5% | 0.03% | -3.1% |
| Q1 2023 | $74,510,257 | +2.4% | 1,349,579 | -4.0% | 0.03% | -3.0% |
| Q4 2022 | $72,734,095 | +87.5% | 1,406,305 | +65.9% | 0.03% | +73.7% |
| Q3 2022 | $38,800,000 | -60.0% | 847,710 | -54.8% | 0.02% | -56.8% |
| Q2 2022 | $96,896,000 | +53.0% | 1,877,475 | +77.1% | 0.04% | +83.3% |
| Q1 2022 | $63,339,000 | +2596.4% | 1,060,239 | +2768.7% | 0.02% | +2300.0% |
| Q4 2021 | $2,349,000 | +41.4% | 36,959 | +40.7% | 0.00% | 0.0% |
| Q3 2021 | $1,661,000 | +5.8% | 26,259 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $1,570,000 | +5.5% | 23,900 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $1,488,000 | +30.1% | 23,728 | +24.8% | 0.00% | 0.0% |
| Q4 2020 | $1,144,000 | +16.3% | 19,018 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $984,000 | -23.9% | 18,854 | -28.3% | 0.00% | 0.0% |
| Q2 2020 | $1,293,000 | +307.9% | 26,299 | +247.9% | 0.00% | – |
| Q1 2020 | $317,000 | -24.7% | 7,560 | 0.0% | 0.00% | – |
| Q4 2019 | $421,000 | +6.3% | 7,560 | -1.5% | 0.00% | – |
| Q3 2019 | $396,000 | -1.2% | 7,674 | +0.9% | 0.00% | – |
| Q2 2019 | $401,000 | -2.2% | 7,609 | -3.8% | 0.00% | – |
| Q1 2019 | $410,000 | -94.1% | 7,906 | -94.1% | 0.00% | -100.0% |
| Q2 2017 | $6,977,000 | +6.1% | 134,250 | +1.4% | 0.01% | 0.0% |
| Q1 2017 | $6,578,000 | +9.4% | 132,407 | +1.0% | 0.01% | 0.0% |
| Q4 2016 | $6,013,000 | -2.8% | 131,053 | +0.0% | 0.01% | 0.0% |
| Q3 2016 | $6,186,000 | +6.3% | 131,034 | +0.1% | 0.01% | 0.0% |
| Q2 2016 | $5,822,000 | +3.1% | 130,881 | +4.1% | 0.01% | 0.0% |
| Q1 2016 | $5,645,000 | -0.3% | 125,678 | +0.1% | 0.01% | 0.0% |
| Q4 2015 | $5,664,000 | +1.8% | 125,551 | +0.0% | 0.01% | 0.0% |
| Q3 2015 | $5,564,000 | +21.2% | 125,548 | +37.7% | 0.01% | +25.0% |
| Q2 2015 | $4,590,000 | +362.2% | 91,190 | +362.2% | 0.00% | +300.0% |
| Q1 2015 | $993,000 | – | 19,730 | – | 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% |