VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,071 | -4.5% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $1,122 | -96.5% | 20 | -96.0% | 0.00% | -100.0% |
| Q4 2021 | $32,000 | +540.0% | 500 | +566.7% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 75 | -25.0% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -42.9% | 100 | -37.5% | 0.00% | -100.0% |
| Q4 2016 | $7,000 | -12.5% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | +14.3% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | -74.1% | 160 | -69.4% | 0.00% | -66.7% |
| Q3 2014 | $27,000 | -3.6% | 523 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $28,000 | +3.7% | 523 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $27,000 | – | 523 | – | 0.00% | – |
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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% |