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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $240,000 | -6.2% | 4,025 | 0.0% | 0.10% | +1.9% |
| Q4 2021 | $256,000 | +0.4% | 4,025 | 0.0% | 0.10% | -3.7% |
| Q3 2021 | $255,000 | -7.9% | 4,025 | -4.7% | 0.11% | -2.7% |
| Q2 2021 | $277,000 | +4.5% | 4,225 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $265,000 | +4.3% | 4,225 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $254,000 | +22.7% | 4,225 | +6.3% | 0.11% | +6.7% |
| Q3 2020 | $207,000 | -2.8% | 3,975 | -21.7% | 0.10% | -16.7% |
| Q1 2020 | $213,000 | -48.6% | 5,075 | -31.8% | 0.13% | -28.8% |
| Q4 2019 | $414,000 | -10.8% | 7,437 | -17.2% | 0.18% | -18.1% |
| Q3 2019 | $464,000 | +49.7% | 8,986 | +53.0% | 0.22% | +36.7% |
| Q2 2019 | $310,000 | +1.6% | 5,875 | 0.0% | 0.16% | -1.9% |
| Q1 2019 | $305,000 | +10.1% | 5,875 | 0.0% | 0.16% | -1.8% |
| Q4 2018 | $277,000 | – | 5,875 | – | 0.16% | – |
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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% |