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 | $4,611,575 | -2.2% | 86,165 | +2.5% | 0.40% | +3.1% |
| Q2 2023 | $4,715,777 | +4.3% | 84,090 | +2.7% | 0.39% | -5.1% |
| Q1 2023 | $4,519,560 | +6.8% | 81,861 | +0.0% | 0.41% | -0.2% |
| Q4 2022 | $4,232,288 | +16.9% | 81,831 | +3.5% | 0.41% | +9.0% |
| Q3 2022 | $3,620,000 | -4.9% | 79,089 | +7.2% | 0.38% | -2.1% |
| Q2 2022 | $3,808,000 | -23.9% | 73,774 | -11.9% | 0.39% | -11.9% |
| Q1 2022 | $5,004,000 | -6.0% | 83,755 | +0.0% | 0.44% | -1.8% |
| Q4 2021 | $5,322,000 | +7.9% | 83,731 | +7.4% | 0.45% | -2.4% |
| Q3 2021 | $4,931,000 | -4.6% | 77,945 | -1.0% | 0.46% | -7.1% |
| Q2 2021 | $5,171,000 | +61.7% | 78,719 | +54.4% | 0.49% | +54.2% |
| Q1 2021 | $3,198,000 | +103.8% | 51,000 | +68.9% | 0.32% | +1.9% |
| Q2 2017 | $1,569,000 | +4.6% | 30,193 | 0.0% | 0.31% | +2.6% |
| Q1 2017 | $1,500,000 | +8.3% | 30,193 | 0.0% | 0.30% | -3.2% |
| Q4 2016 | $1,385,000 | -2.8% | 30,193 | 0.0% | 0.32% | -3.4% |
| Q3 2016 | $1,425,000 | +6.1% | 30,193 | 0.0% | 0.33% | +6.2% |
| Q2 2016 | $1,343,000 | +15.0% | 30,193 | +16.1% | 0.31% | +4.8% |
| Q1 2016 | $1,168,000 | -2.8% | 26,010 | -2.4% | 0.29% | -7.6% |
| Q4 2015 | $1,202,000 | +1.8% | 26,645 | 0.0% | 0.32% | -4.5% |
| Q3 2015 | $1,181,000 | -12.6% | 26,645 | -0.8% | 0.33% | -4.0% |
| Q2 2015 | $1,352,000 | -2.1% | 26,865 | -2.1% | 0.35% | -1.1% |
| Q1 2015 | $1,381,000 | +4.1% | 27,435 | 0.0% | 0.35% | +2.3% |
| Q4 2014 | $1,326,000 | +82.4% | 27,435 | +92.5% | 0.34% | +74.5% |
| Q3 2014 | $727,000 | 0.0% | 14,250 | +6.4% | 0.20% | +24.1% |
| Q2 2014 | $727,000 | +4.0% | 13,395 | 0.0% | 0.16% | -1.9% |
| Q1 2014 | $699,000 | +0.3% | 13,395 | +0.7% | 0.16% | -14.8% |
| Q4 2013 | $697,000 | – | 13,298 | – | 0.19% | – |
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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% |