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 | $1,891,397 | +35.9% | 35,340 | +42.4% | 0.21% | +48.6% |
| Q2 2023 | $1,391,345 | +2.7% | 24,810 | +1.1% | 0.14% | -0.7% |
| Q1 2023 | $1,355,019 | +7.0% | 24,543 | +0.2% | 0.14% | -7.6% |
| Q4 2022 | $1,266,571 | +14.4% | 24,489 | +1.2% | 0.16% | +12.1% |
| Q3 2022 | $1,107,000 | -10.9% | 24,201 | +0.6% | 0.14% | -4.1% |
| Q2 2022 | $1,242,000 | -12.7% | 24,064 | +1.1% | 0.15% | +15.9% |
| Q1 2022 | $1,422,000 | -5.8% | 23,793 | +0.2% | 0.13% | +5.9% |
| Q4 2021 | $1,510,000 | +2.0% | 23,754 | +1.5% | 0.12% | -10.5% |
| Q3 2021 | $1,481,000 | -3.1% | 23,406 | +0.5% | 0.13% | -5.0% |
| Q2 2021 | $1,529,000 | +5.5% | 23,280 | +0.8% | 0.14% | +2.2% |
| Q1 2021 | $1,449,000 | +4.5% | 23,102 | +0.2% | 0.14% | -4.9% |
| Q4 2020 | $1,386,000 | +15.4% | 23,046 | +0.1% | 0.14% | 0.0% |
| Q3 2020 | $1,201,000 | +6.7% | 23,031 | +0.6% | 0.14% | -5.9% |
| Q2 2020 | $1,126,000 | +20.6% | 22,886 | +2.9% | 0.15% | +11.7% |
| Q1 2020 | $934,000 | -24.4% | 22,249 | +0.3% | 0.14% | -1.4% |
| Q4 2019 | $1,236,000 | +9.0% | 22,191 | +1.1% | 0.14% | +0.7% |
| Q3 2019 | $1,134,000 | -1.5% | 21,944 | +0.6% | 0.14% | -3.5% |
| Q2 2019 | $1,151,000 | +2.9% | 21,818 | +1.2% | 0.14% | -4.7% |
| Q1 2019 | $1,119,000 | 0.0% | 21,568 | 0.0% | 0.15% | 0.0% |
| Q4 2018 | $1,119,000 | 0.0% | 21,568 | 0.0% | 0.15% | 0.0% |
| Q3 2018 | $1,119,000 | +20.6% | 21,568 | +18.5% | 0.15% | +18.1% |
| Q3 2014 | $928,000 | – | 18,200 | – | 0.13% | – |
Download | ||||||
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% |