VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,464 | -3.2% | 700 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $38,696 | +2.3% | 690 | +0.7% | 0.01% | +16.7% |
| Q1 2023 | $37,819 | +9.1% | 685 | +2.2% | 0.01% | 0.0% |
| Q4 2022 | $34,652 | -65.0% | 670 | -69.1% | 0.01% | -68.4% |
| Q3 2022 | $99,000 | -23.8% | 2,170 | -13.9% | 0.02% | -20.8% |
| Q2 2022 | $130,000 | -13.9% | 2,520 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $151,000 | -5.0% | 2,520 | +0.8% | 0.03% | -10.0% |
| Q4 2021 | $159,000 | +0.6% | 2,500 | 0.0% | 0.03% | -9.1% |
| Q3 2021 | $158,000 | -1.9% | 2,500 | +2.0% | 0.03% | -2.9% |
| Q2 2021 | $161,000 | +35.3% | 2,450 | +28.9% | 0.03% | +21.4% |
| Q1 2021 | $119,000 | +16.7% | 1,900 | +11.8% | 0.03% | +7.7% |
| Q4 2020 | $102,000 | +229.0% | 1,700 | +183.3% | 0.03% | +188.9% |
| Q3 2020 | $31,000 | -66.7% | 600 | -68.4% | 0.01% | -65.4% |
| Q2 2020 | $93,000 | +57.6% | 1,900 | +35.7% | 0.03% | +30.0% |
| Q1 2020 | $59,000 | -27.2% | 1,400 | -3.8% | 0.02% | +17.6% |
| Q4 2019 | $81,000 | +285.7% | 1,455 | +263.8% | 0.02% | +240.0% |
| Q3 2019 | $21,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | +23.5% | 400 | +8.1% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | -10.5% | 370 | +2.8% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | 0.0% | 360 | 0.0% | 0.01% | +25.0% |
| Q2 2018 | $19,000 | -5.0% | 360 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $20,000 | 0.0% | 360 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $20,000 | – | 360 | – | 0.01% | – |
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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% |