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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,645,829 | -4.4% | 68,121 | +0.2% | 0.41% | -2.8% |
| Q2 2023 | $3,813,577 | +1.9% | 68,002 | +0.4% | 0.42% | -2.1% |
| Q1 2023 | $3,741,036 | +6.8% | 67,760 | +0.1% | 0.43% | +9.4% |
| Q4 2022 | $3,502,016 | +13.4% | 67,711 | +0.4% | 0.39% | -0.3% |
| Q3 2022 | $3,087,000 | -11.2% | 67,452 | +0.2% | 0.40% | -2.7% |
| Q2 2022 | $3,475,000 | -13.3% | 67,325 | +0.4% | 0.41% | +7.4% |
| Q1 2022 | $4,008,000 | -6.0% | 67,089 | +0.1% | 0.38% | -24.6% |
| Q4 2021 | $4,263,000 | +1.0% | 67,053 | +0.5% | 0.50% | +43.6% |
| Q3 2021 | $4,222,000 | -3.5% | 66,748 | +0.2% | 0.35% | +0.9% |
| Q2 2021 | $4,377,000 | +5.0% | 66,635 | +0.2% | 0.35% | +1.2% |
| Q1 2021 | $4,168,000 | +44.0% | 66,476 | +38.2% | 0.34% | +42.5% |
| Q4 2020 | $2,894,000 | -9.6% | 48,108 | -21.6% | 0.24% | -12.4% |
| Q3 2020 | $3,200,000 | +29.0% | 61,342 | +28.4% | 0.27% | -14.9% |
| Q1 2019 | $2,480,000 | – | 47,780 | – | 0.32% | – |
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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% |