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 | $772,026 | -27.1% | 14,425 | -23.6% | 0.01% | -50.0% |
| Q2 2023 | $1,058,510 | +155.2% | 18,875 | +135.3% | 0.02% | +33.3% |
| Q4 2022 | $414,846 | -88.2% | 8,021 | -89.5% | 0.01% | -88.7% |
| Q3 2022 | $3,507,000 | +999.4% | 76,628 | +1335.5% | 0.11% | +863.6% |
| Q1 2022 | $319,000 | +7.0% | 5,338 | +13.8% | 0.01% | -15.4% |
| Q4 2021 | $298,000 | -72.4% | 4,691 | -71.5% | 0.01% | -60.6% |
| Q2 2021 | $1,081,000 | +29.3% | 16,463 | +18.5% | 0.03% | +65.0% |
| Q4 2020 | $836,000 | -13.4% | 13,890 | -24.1% | 0.02% | +100.0% |
| Q2 2019 | $965,000 | +97.7% | 18,303 | +113.1% | 0.01% | -23.1% |
| Q4 2017 | $488,000 | -56.7% | 8,590 | -58.3% | 0.01% | -87.4% |
| Q3 2017 | $1,127,000 | +113.9% | 20,588 | +102.9% | 0.10% | +3.0% |
| Q2 2017 | $527,000 | +129.1% | 10,149 | +96.2% | 0.10% | -20.0% |
| Q2 2016 | $230,000 | -42.2% | 5,174 | -42.4% | 0.12% | -80.0% |
| Q3 2015 | $398,000 | +76.9% | 8,981 | +100.7% | 0.62% | +66.7% |
| Q2 2015 | $225,000 | -13.5% | 4,475 | -13.2% | 0.38% | +40.4% |
| Q1 2015 | $260,000 | – | 5,157 | – | 0.27% | – |
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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% |