VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $244 | +2.5% | 4,346 | +0.9% | 0.02% | 0.0% |
| Q1 2023 | $238 | -99.9% | 4,306 | +0.5% | 0.02% | -5.0% |
| Q1 2022 | $256,000 | -5.9% | 4,286 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $272,000 | +0.4% | 4,286 | 0.0% | 0.02% | -8.7% |
| Q3 2021 | $271,000 | -3.9% | 4,286 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $282,000 | +4.8% | 4,286 | 0.0% | 0.02% | +9.1% |
| Q1 2021 | $269,000 | +4.3% | 4,286 | 0.0% | 0.02% | -12.0% |
| Q4 2020 | $258,000 | +15.2% | 4,286 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $224,000 | +3.7% | 4,286 | -2.5% | 0.03% | -3.7% |
| Q2 2020 | $216,000 | – | 4,396 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |