VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,499,963 | +5.5% | 625,934 | +10.6% | 0.52% | +4.6% |
| Q2 2023 | $31,743,740 | -40.1% | 566,044 | -41.0% | 0.50% | -43.4% |
| Q1 2023 | $53,000,787 | +9.1% | 959,985 | +2.2% | 0.88% | +0.2% |
| Q4 2022 | $48,571,061 | +91.5% | 939,116 | +69.5% | 0.88% | +31.5% |
| Q3 2022 | $25,366,000 | -9.6% | 554,206 | +2.0% | 0.67% | +5.0% |
| Q2 2022 | $28,045,000 | -12.3% | 543,403 | +1.5% | 0.64% | 0.0% |
| Q1 2022 | $31,989,000 | +68.8% | 535,469 | +79.6% | 0.64% | +66.1% |
| Q4 2021 | $18,949,000 | -9.1% | 298,073 | -9.6% | 0.38% | -5.4% |
| Q3 2021 | $20,854,000 | +22.7% | 329,658 | +27.4% | 0.41% | +0.7% |
| Q2 2021 | $16,993,000 | +29.1% | 258,730 | +23.2% | 0.40% | +11.3% |
| Q1 2021 | $13,166,000 | +0.2% | 209,991 | -3.9% | 0.36% | -14.0% |
| Q4 2020 | $13,142,000 | +17.9% | 218,448 | +2.2% | 0.42% | +0.2% |
| Q3 2020 | $11,147,000 | +5.2% | 213,670 | -0.8% | 0.42% | -7.1% |
| Q2 2020 | $10,595,000 | +14.0% | 215,475 | -2.7% | 0.45% | -9.4% |
| Q1 2020 | $9,294,000 | -23.0% | 221,494 | +2.3% | 0.50% | -3.1% |
| Q4 2019 | $12,063,000 | +19.4% | 216,477 | +10.6% | 0.52% | +15.5% |
| Q3 2019 | $10,103,000 | +23.5% | 195,695 | +26.0% | 0.45% | +22.9% |
| Q2 2019 | $8,180,000 | +69.6% | 155,291 | +67.0% | 0.36% | +51.2% |
| Q1 2019 | $4,824,000 | +16.2% | 93,002 | +5.9% | 0.24% | -1.2% |
| Q4 2018 | $4,153,000 | +3.1% | 87,780 | +17.5% | 0.24% | +23.4% |
| Q3 2018 | $4,027,000 | +68.5% | 74,713 | +68.6% | 0.20% | +42.8% |
| Q2 2018 | $2,390,000 | -0.2% | 44,321 | +4.7% | 0.14% | -4.2% |
| Q1 2018 | $2,394,000 | +146.3% | 42,312 | +137.4% | 0.14% | +144.1% |
| Q3 2017 | $972,000 | +20.7% | 17,824 | +15.5% | 0.06% | +18.0% |
| Q2 2017 | $805,000 | +78.9% | 15,432 | +70.4% | 0.05% | +66.7% |
| Q1 2017 | $450,000 | – | 9,058 | – | 0.03% | – |
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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% |