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 | $4,568,000 | -6.0% | 85,350 | -1.5% | 0.71% | -34.3% |
| Q2 2023 | $4,859,000 | -0.1% | 86,649 | -1.6% | 1.08% | -3.5% |
| Q1 2023 | $4,864,000 | +4.6% | 88,100 | -2.0% | 1.12% | +7.0% |
| Q4 2022 | $4,650,000 | +13.9% | 89,899 | +0.8% | 1.05% | +6.7% |
| Q3 2022 | $4,083,000 | -11.7% | 89,207 | -0.5% | 0.98% | -5.3% |
| Q2 2022 | $4,626,000 | -9.4% | 89,636 | +4.9% | 1.04% | -3.6% |
| Q1 2022 | $5,105,000 | +3.0% | 85,457 | +9.6% | 1.07% | +31.5% |
| Q4 2021 | $4,955,000 | +3.5% | 77,953 | +3.0% | 0.82% | -21.4% |
| Q3 2021 | $4,786,000 | +7.0% | 75,661 | +11.1% | 1.04% | +3.3% |
| Q2 2021 | $4,471,000 | +14.9% | 68,074 | +9.7% | 1.01% | +10.8% |
| Q1 2021 | $3,890,000 | +1.9% | 62,035 | -2.3% | 0.91% | -9.4% |
| Q4 2020 | $3,818,000 | +28.4% | 63,466 | +11.4% | 1.00% | +10.8% |
| Q3 2020 | $2,973,000 | +14.0% | 56,980 | +7.4% | 0.90% | +12.4% |
| Q2 2020 | $2,609,000 | +15.0% | 53,055 | -1.9% | 0.80% | +13.7% |
| Q1 2020 | $2,269,000 | -11.9% | 54,071 | +17.0% | 0.71% | +5.2% |
| Q4 2019 | $2,575,000 | +6.7% | 46,232 | -1.0% | 0.67% | -0.1% |
| Q3 2019 | $2,413,000 | +18.6% | 46,704 | +21.1% | 0.67% | +16.4% |
| Q2 2019 | $2,034,000 | +9.0% | 38,552 | +7.2% | 0.58% | +4.7% |
| Q1 2019 | $1,866,000 | -7.4% | 35,951 | -15.7% | 0.55% | +2.6% |
| Q4 2018 | $2,015,000 | -15.7% | 42,664 | -3.7% | 0.54% | -11.6% |
| Q3 2018 | $2,391,000 | +6.6% | 44,282 | +6.8% | 0.61% | +30.6% |
| Q2 2018 | $2,244,000 | -1.0% | 41,468 | +4.2% | 0.47% | -0.4% |
| Q1 2018 | $2,266,000 | +19.6% | 39,813 | +19.4% | 0.47% | +14.4% |
| Q4 2017 | $1,895,000 | +16.5% | 33,357 | +12.2% | 0.41% | +11.7% |
| Q3 2017 | $1,627,000 | +59.2% | 29,726 | +51.1% | 0.37% | +65.3% |
| Q2 2017 | $1,022,000 | +6.5% | 19,673 | +1.8% | 0.22% | +12.7% |
| Q1 2017 | $960,000 | +46.6% | 19,328 | +35.3% | 0.20% | +42.8% |
| Q4 2016 | $655,000 | – | 14,286 | – | 0.14% | – |
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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% |