VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,803,142 | -4.6% | 33,691 | 0.0% | 0.08% | -3.8% |
| Q2 2023 | $1,889,392 | +1.6% | 33,691 | 0.0% | 0.08% | -5.9% |
| Q1 2023 | $1,860,081 | +6.7% | 33,691 | 0.0% | 0.08% | +2.4% |
| Q4 2022 | $1,742,499 | -19.7% | 33,691 | -28.9% | 0.08% | -37.1% |
| Q3 2022 | $2,170,000 | -11.3% | 47,407 | 0.0% | 0.13% | -28.3% |
| Q2 2022 | $2,447,000 | -13.6% | 47,407 | 0.0% | 0.18% | +27.8% |
| Q1 2022 | $2,832,000 | -9.8% | 47,407 | -3.9% | 0.14% | -5.9% |
| Q4 2021 | $3,138,000 | -10.3% | 49,354 | -10.7% | 0.15% | -17.7% |
| Q3 2021 | $3,497,000 | -22.8% | 55,270 | -19.8% | 0.19% | +2.8% |
| Q2 2021 | $4,530,000 | +9.6% | 68,948 | +4.7% | 0.18% | 0.0% |
| Q1 2021 | $4,132,000 | +5.0% | 65,884 | +0.7% | 0.18% | -5.2% |
| Q4 2020 | $3,937,000 | +3.8% | 65,437 | -10.0% | 0.19% | +4.4% |
| Q3 2020 | $3,794,000 | -0.6% | 72,729 | -6.3% | 0.18% | -9.9% |
| Q2 2020 | $3,816,000 | -6.8% | 77,583 | -20.5% | 0.20% | -23.4% |
| Q1 2020 | $4,093,000 | -41.3% | 97,550 | -22.1% | 0.26% | -20.9% |
| Q4 2019 | $6,978,000 | +15.7% | 125,286 | +7.4% | 0.34% | +15.5% |
| Q3 2019 | $6,029,000 | +16.5% | 116,681 | +19.0% | 0.29% | +12.0% |
| Q2 2019 | $5,173,000 | +1.6% | 98,083 | 0.0% | 0.26% | +7.9% |
| Q1 2019 | $5,091,000 | +9.9% | 98,083 | 0.0% | 0.24% | +1.3% |
| Q4 2018 | $4,632,000 | -34.1% | 98,083 | -24.3% | 0.24% | -43.0% |
| Q3 2018 | $7,033,000 | – | 129,596 | – | 0.42% | – |
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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% |