VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,446 | +18.0% | 6,959 | +23.6% | 0.00% | +50.0% |
| Q2 2023 | $315,730 | -26.3% | 5,630 | -27.4% | 0.00% | -33.3% |
| Q1 2023 | $428,265 | -24.6% | 7,757 | -29.4% | 0.00% | -25.0% |
| Q4 2022 | $567,989 | +9.2% | 10,982 | -3.4% | 0.00% | 0.0% |
| Q3 2022 | $520,000 | -29.0% | 11,363 | -19.9% | 0.00% | -20.0% |
| Q2 2022 | $732,000 | -60.3% | 14,178 | -54.0% | 0.01% | -58.3% |
| Q1 2022 | $1,843,000 | -42.3% | 30,850 | -38.6% | 0.01% | -42.9% |
| Q4 2021 | $3,194,000 | +0.3% | 50,242 | -0.2% | 0.02% | -8.7% |
| Q3 2021 | $3,185,000 | +9.5% | 50,354 | +13.7% | 0.02% | +9.5% |
| Q2 2021 | $2,909,000 | +9.4% | 44,297 | +4.4% | 0.02% | -4.5% |
| Q1 2021 | $2,660,000 | +240.2% | 42,426 | +226.4% | 0.02% | +214.3% |
| Q4 2020 | $782,000 | +65.3% | 12,999 | +43.4% | 0.01% | +40.0% |
| Q3 2020 | $473,000 | +46.9% | 9,067 | +38.7% | 0.01% | 0.0% |
| Q2 2020 | $322,000 | -17.9% | 6,539 | -30.0% | 0.01% | 0.0% |
| Q1 2020 | $392,000 | -33.1% | 9,344 | -11.2% | 0.01% | -28.6% |
| Q4 2019 | $586,000 | +9.1% | 10,520 | +1.2% | 0.01% | +16.7% |
| Q3 2019 | $537,000 | -36.2% | 10,397 | -34.9% | 0.01% | -40.0% |
| Q2 2019 | $842,000 | -14.3% | 15,965 | -15.6% | 0.01% | -23.1% |
| Q1 2019 | $982,000 | +18.2% | 18,915 | +7.4% | 0.01% | +8.3% |
| Q4 2018 | $831,000 | -13.1% | 17,606 | -0.5% | 0.01% | 0.0% |
| Q3 2018 | $956,000 | +90.1% | 17,701 | +98.4% | 0.01% | +71.4% |
| Q2 2018 | $503,000 | -0.2% | 8,921 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $504,000 | +4.8% | 8,921 | +5.3% | 0.01% | +16.7% |
| Q4 2017 | $481,000 | +38.2% | 8,472 | +33.1% | 0.01% | +20.0% |
| Q3 2017 | $348,000 | +56.8% | 6,365 | +48.7% | 0.01% | +25.0% |
| Q2 2017 | $222,000 | – | 4,280 | – | 0.00% | – |
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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% |