VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,312,802 | -9.0% | 80,583 | -4.6% | 0.09% | -7.3% |
| Q2 2023 | $4,739,433 | +0.9% | 84,512 | -0.7% | 0.10% | -5.0% |
| Q1 2023 | $4,696,494 | +3.5% | 85,066 | -3.0% | 0.10% | -3.8% |
| Q4 2022 | $4,537,085 | -1.8% | 87,724 | -13.1% | 0.10% | +12.9% |
| Q3 2022 | $4,619,000 | -18.8% | 100,909 | -8.4% | 0.09% | -15.5% |
| Q2 2022 | $5,687,000 | -24.4% | 110,198 | -12.5% | 0.11% | -17.3% |
| Q1 2022 | $7,524,000 | -5.8% | 125,951 | +0.2% | 0.13% | -3.6% |
| Q4 2021 | $7,990,000 | -4.2% | 125,688 | -4.6% | 0.14% | -9.8% |
| Q3 2021 | $8,337,000 | -12.3% | 131,794 | -8.9% | 0.15% | -12.1% |
| Q2 2021 | $9,501,000 | -58.4% | 144,661 | -60.3% | 0.17% | -60.5% |
| Q1 2021 | $22,852,000 | +9.0% | 364,470 | +4.5% | 0.44% | +3.3% |
| Q4 2020 | $20,973,000 | +25.1% | 348,624 | +8.5% | 0.43% | +12.1% |
| Q3 2020 | $16,769,000 | +17.9% | 321,438 | +11.1% | 0.38% | +14.1% |
| Q2 2020 | $14,220,000 | +23.7% | 289,205 | +5.6% | 0.33% | +11.3% |
| Q1 2020 | $11,491,000 | -23.1% | 273,845 | +2.0% | 0.30% | -7.4% |
| Q4 2019 | $14,952,000 | +14.9% | 268,483 | +6.6% | 0.32% | +12.1% |
| Q3 2019 | $13,009,000 | -0.1% | 251,815 | +2.0% | 0.29% | +1.0% |
| Q2 2019 | $13,023,000 | +10.3% | 246,885 | +8.5% | 0.29% | +8.7% |
| Q1 2019 | $11,809,000 | +44.9% | 227,527 | +31.8% | 0.26% | +34.2% |
| Q4 2018 | $8,152,000 | +392.3% | 172,631 | +463.0% | 0.20% | +444.4% |
| Q3 2018 | $1,656,000 | -1.4% | 30,664 | -1.3% | 0.04% | -2.7% |
| Q2 2018 | $1,680,000 | -0.8% | 31,063 | +3.7% | 0.04% | 0.0% |
| Q1 2018 | $1,693,000 | +7.3% | 29,945 | +7.8% | 0.04% | +8.8% |
| Q4 2017 | $1,578,000 | – | 27,768 | – | 0.03% | – |
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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% |