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 | $394,603 | +28.4% | 7,373 | +34.5% | 0.05% | +20.9% |
| Q2 2023 | $307,374 | +1.6% | 5,481 | 0.0% | 0.04% | -4.4% |
| Q1 2023 | $302,606 | +23303.4% | 5,481 | +21824.0% | 0.04% | – |
| Q4 2022 | $1,293 | +29.3% | 25 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -94.1% | 25 | -91.4% | 0.00% | -100.0% |
| Q1 2022 | $17,000 | -15.0% | 290 | -7.9% | 0.00% | -33.3% |
| Q4 2021 | $20,000 | 0.0% | 315 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | -4.8% | 315 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | -9.1% | 315 | -15.8% | 0.00% | -25.0% |
| Q4 2020 | $22,000 | +10.0% | 374 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | +11.1% | 374 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +12.5% | 374 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -23.8% | 374 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $21,000 | – | 374 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 405,028 | $21,677,090 | 19.84% |
| OIKOS HOLDINGS LLC | 915,504 | $48,997,774 | 17.67% |
| OKABENA INVESTMENT SERVICES INC | 397,389 | $21,268,259 | 16.54% |
| 25 LLC | 473,652 | $25,349,851 | 15.46% |
| SAM Advisors, LLC | 656,317 | $35,126,073 | 15.24% |
| Sageworth Trust Co | 3,461,757 | $185,273,234 | 13.60% |
| Sunflower Bank, N.A. | 1,016,280 | $54,391,306 | 13.12% |
| UNIVEST FINANCIAL Corp | 723,466 | $38,719,874 | 12.92% |
| Global Endowment Management, LP | 2,151,446 | $115,145,390 | 12.32% |
| Cairn Investment Group, Inc. | 278,361 | $14,898 | 9.88% |