VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,827,824 | -12.4% | 127,575 | -8.2% | 0.84% | -10.1% |
| Q2 2023 | $7,790,077 | -4.6% | 138,910 | -6.0% | 0.93% | -7.9% |
| Q1 2023 | $8,161,524 | +1.2% | 147,827 | -5.2% | 1.01% | -4.2% |
| Q4 2022 | $8,067,081 | +1.1% | 155,976 | -10.6% | 1.06% | -4.8% |
| Q3 2022 | $7,982,000 | -16.2% | 174,395 | -5.5% | 1.11% | -14.1% |
| Q2 2022 | $9,520,000 | -13.2% | 184,469 | +0.4% | 1.29% | -1.5% |
| Q1 2022 | $10,972,000 | -8.3% | 183,667 | -2.5% | 1.31% | -3.0% |
| Q4 2021 | $11,969,000 | -2.9% | 188,282 | -3.3% | 1.35% | -10.4% |
| Q3 2021 | $12,323,000 | -1.3% | 194,799 | +2.5% | 1.51% | -3.2% |
| Q2 2021 | $12,479,000 | +0.7% | 190,002 | -3.9% | 1.56% | -5.2% |
| Q1 2021 | $12,394,000 | +5.2% | 197,677 | +0.9% | 1.64% | +1.0% |
| Q4 2020 | $11,786,000 | +15.2% | 195,917 | -0.1% | 1.63% | +5.5% |
| Q3 2020 | $10,228,000 | +5.6% | 196,059 | -0.5% | 1.54% | -3.0% |
| Q2 2020 | $9,685,000 | +14.0% | 196,961 | -2.7% | 1.59% | +1.9% |
| Q1 2020 | $8,492,000 | +42.1% | 202,390 | +88.6% | 1.56% | +59.7% |
| Q4 2019 | $5,977,000 | +11.9% | 107,327 | +3.8% | 0.98% | +2.1% |
| Q3 2019 | $5,341,000 | -0.8% | 103,383 | +1.2% | 0.96% | -12.5% |
| Q2 2019 | $5,386,000 | +1.9% | 102,114 | +0.3% | 1.09% | -1.9% |
| Q1 2019 | $5,285,000 | +12.8% | 101,821 | +2.6% | 1.11% | -3.5% |
| Q4 2018 | $4,685,000 | +35938.5% | 99,214 | +42299.1% | 1.16% | +38400.0% |
| Q3 2018 | $13,000 | – | 234 | – | 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% |