VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $592,788 | -12.0% | 11,076 | -7.8% | 0.00% | 0.0% |
| Q2 2023 | $673,409 | +13.8% | 12,008 | +12.0% | 0.00% | 0.0% |
| Q1 2023 | $591,686 | +27.6% | 10,717 | +19.5% | 0.00% | – |
| Q4 2022 | $463,877 | +3.5% | 8,969 | -8.4% | 0.00% | – |
| Q3 2022 | $448,000 | +24.8% | 9,790 | +40.9% | 0.00% | – |
| Q2 2022 | $359,000 | -9.3% | 6,949 | +4.9% | 0.00% | – |
| Q1 2022 | $396,000 | +21.5% | 6,624 | +29.0% | 0.00% | – |
| Q4 2021 | $326,000 | -5.2% | 5,136 | -5.5% | 0.00% | – |
| Q3 2021 | $344,000 | -3.6% | 5,435 | 0.0% | 0.00% | – |
| Q2 2021 | $357,000 | +4.7% | 5,435 | 0.0% | 0.00% | – |
| Q1 2021 | $341,000 | +7.2% | 5,435 | +2.7% | 0.00% | – |
| Q4 2020 | $318,000 | +0.6% | 5,290 | -12.6% | 0.00% | – |
| Q3 2020 | $316,000 | +21.5% | 6,052 | +14.4% | 0.00% | – |
| Q2 2020 | $260,000 | -3.0% | 5,290 | -17.2% | 0.00% | – |
| Q1 2020 | $268,000 | -5.0% | 6,390 | +26.0% | 0.00% | – |
| Q4 2019 | $282,000 | +26.5% | 5,070 | +17.4% | 0.00% | – |
| Q3 2019 | $223,000 | -2.2% | 4,320 | 0.0% | 0.00% | – |
| Q2 2019 | $228,000 | +1.8% | 4,320 | 0.0% | 0.00% | – |
| Q1 2019 | $224,000 | +9.8% | 4,320 | 0.0% | 0.00% | – |
| Q4 2018 | $204,000 | -10.5% | 4,320 | +2.4% | 0.00% | – |
| Q3 2018 | $228,000 | -38.0% | 4,220 | -40.2% | 0.00% | – |
| Q1 2014 | $368,000 | – | 7,052 | – | 0.00% | – |
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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% |