VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,211 | -5.0% | 4,918 | -0.4% | 0.08% | -1.2% |
| Q2 2023 | $276,923 | -15.4% | 4,938 | -16.7% | 0.08% | -15.8% |
| Q1 2023 | $327,340 | +19349.8% | 5,929 | -81.8% | 0.10% | -81.3% |
| Q4 2022 | $1,683 | -99.9% | 32,548 | +83.8% | 0.54% | +92.2% |
| Q4 2021 | $1,126,000 | +14.3% | 17,712 | +0.2% | 0.28% | -9.1% |
| Q4 2019 | $985,000 | -67.1% | 17,684 | -72.1% | 0.31% | -70.9% |
| Q4 2018 | $2,993,000 | +166.3% | 63,380 | +220.4% | 1.06% | +186.0% |
| Q4 2017 | $1,124,000 | +23.8% | 19,779 | -0.1% | 0.37% | +5.7% |
| Q4 2016 | $908,000 | +81.6% | 19,792 | +78.5% | 0.35% | +45.6% |
| Q4 2015 | $500,000 | – | 11,090 | – | 0.24% | – |
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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% |