VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $69,000 | -12.7% | 1,512 | -1.3% | 0.01% | -18.2% |
| Q2 2022 | $79,000 | -21.8% | 1,532 | -9.0% | 0.01% | -8.3% |
| Q1 2022 | $101,000 | -5.6% | 1,684 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $107,000 | -1.8% | 1,684 | -2.3% | 0.01% | -7.7% |
| Q3 2021 | $109,000 | -6.0% | 1,724 | -2.3% | 0.01% | -7.1% |
| Q2 2021 | $116,000 | +4.5% | 1,764 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $111,000 | +0.9% | 1,764 | -3.7% | 0.02% | 0.0% |
| Q4 2020 | $110,000 | +13.4% | 1,832 | -1.0% | 0.02% | 0.0% |
| Q3 2020 | $97,000 | 0.0% | 1,850 | -6.4% | 0.02% | -11.8% |
| Q2 2020 | $97,000 | +15.5% | 1,977 | -0.8% | 0.02% | -10.5% |
| Q1 2020 | $84,000 | -31.1% | 1,993 | -9.1% | 0.02% | -20.8% |
| Q4 2019 | $122,000 | +0.8% | 2,193 | -6.3% | 0.02% | -11.1% |
| Q3 2019 | $121,000 | -4.7% | 2,341 | -3.1% | 0.03% | -10.0% |
| Q2 2019 | $127,000 | 0.0% | 2,416 | -0.9% | 0.03% | -3.2% |
| Q1 2019 | $127,000 | 0.0% | 2,439 | -9.4% | 0.03% | -16.2% |
| Q4 2018 | $127,000 | -16.4% | 2,691 | -4.3% | 0.04% | -11.9% |
| Q3 2018 | $152,000 | -7.9% | 2,813 | -7.7% | 0.04% | -12.5% |
| Q2 2018 | $165,000 | -10.8% | 3,048 | -6.8% | 0.05% | -9.4% |
| Q1 2018 | $185,000 | -0.5% | 3,271 | 0.0% | 0.05% | -3.6% |
| Q4 2017 | $186,000 | -9.7% | 3,271 | -13.1% | 0.06% | +161.9% |
| Q3 2017 | $206,000 | +1.5% | 3,765 | -3.6% | 0.02% | -66.1% |
| Q2 2017 | $203,000 | -1.5% | 3,907 | -5.9% | 0.06% | -6.1% |
| Q1 2017 | $206,000 | +4.0% | 4,154 | -3.7% | 0.07% | +4.8% |
| Q4 2016 | $198,000 | -2.9% | 4,312 | 0.0% | 0.06% | -1.6% |
| Q3 2016 | $204,000 | +6.2% | 4,312 | 0.0% | 0.06% | +1.6% |
| Q2 2016 | $192,000 | -1.0% | 4,312 | 0.0% | 0.06% | +12.5% |
| Q1 2016 | $194,000 | 0.0% | 4,312 | +0.4% | 0.06% | +1.8% |
| Q4 2015 | $194,000 | -4.0% | 4,295 | -5.7% | 0.06% | -14.1% |
| Q3 2015 | $202,000 | -12.9% | 4,557 | -1.3% | 0.06% | -13.5% |
| Q2 2015 | $232,000 | -1.7% | 4,616 | -1.5% | 0.07% | +2.8% |
| Q1 2015 | $236,000 | +4.0% | 4,688 | 0.0% | 0.07% | +1.4% |
| Q4 2014 | $227,000 | -9.6% | 4,688 | -4.8% | 0.07% | -14.5% |
| Q3 2014 | $251,000 | -7.0% | 4,924 | -1.0% | 0.08% | -4.6% |
| Q2 2014 | $270,000 | +1.1% | 4,972 | -2.8% | 0.09% | +1.2% |
| Q1 2014 | $267,000 | -5.0% | 5,117 | -4.6% | 0.09% | -12.2% |
| Q4 2013 | $281,000 | +8.5% | 5,366 | +4.0% | 0.10% | -5.8% |
| Q3 2013 | $259,000 | +8.8% | 5,161 | -1.1% | 0.10% | -15.4% |
| Q2 2013 | $238,000 | – | 5,219 | – | 0.12% | – |
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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% |