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 | $486,195 | -5.5% | 9,084 | -1.0% | 0.11% | -1.8% |
| Q2 2023 | $514,409 | +2.7% | 9,173 | +1.1% | 0.11% | -2.7% |
| Q1 2023 | $500,934 | +7.0% | 9,073 | +0.2% | 0.11% | +1.8% |
| Q4 2022 | $468,226 | -10.8% | 9,053 | -21.1% | 0.11% | -16.0% |
| Q3 2022 | $525,000 | -10.9% | 11,476 | +0.6% | 0.13% | -7.1% |
| Q2 2022 | $589,000 | -12.6% | 11,409 | +1.1% | 0.14% | 0.0% |
| Q1 2022 | $674,000 | -5.9% | 11,282 | +0.2% | 0.14% | 0.0% |
| Q4 2021 | $716,000 | +2.0% | 11,263 | +1.5% | 0.14% | -2.1% |
| Q3 2021 | $702,000 | -3.2% | 11,099 | +0.6% | 0.14% | -4.0% |
| Q2 2021 | $725,000 | +3.3% | 11,038 | -1.4% | 0.15% | -1.3% |
| Q1 2021 | $702,000 | +4.5% | 11,198 | +0.2% | 0.15% | -6.7% |
| Q4 2020 | $672,000 | +14.5% | 11,171 | -0.7% | 0.16% | -5.2% |
| Q3 2020 | $587,000 | +5.8% | 11,245 | -0.4% | 0.17% | -1.7% |
| Q2 2020 | $555,000 | +21.2% | 11,294 | +3.4% | 0.18% | +1.2% |
| Q1 2020 | $458,000 | – | 10,921 | – | 0.17% | – |
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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% |