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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,578,371 | -9.8% | 81,640 | -11.2% | 0.58% | -13.4% |
| Q1 2023 | $5,073,799 | +1851.5% | 91,900 | +1487.2% | 0.67% | +1575.0% |
| Q3 2022 | $260,000 | -12.8% | 5,790 | 0.0% | 0.04% | -9.1% |
| Q2 2022 | $298,000 | -18.4% | 5,790 | -5.2% | 0.04% | -6.4% |
| Q1 2022 | $365,000 | -73.5% | 6,110 | -71.8% | 0.05% | -71.9% |
| Q4 2021 | $1,376,000 | +0.5% | 21,650 | 0.0% | 0.17% | -2.3% |
| Q3 2021 | $1,369,000 | -19.8% | 21,650 | -17.2% | 0.17% | -23.7% |
| Q2 2021 | $1,707,000 | +127.6% | 26,150 | +116.1% | 0.22% | +103.6% |
| Q1 2021 | $750,000 | +64.1% | 12,100 | +59.2% | 0.11% | +59.4% |
| Q4 2020 | $457,000 | -33.1% | 7,600 | -42.0% | 0.07% | -34.9% |
| Q3 2020 | $683,000 | -1.4% | 13,100 | -7.1% | 0.11% | -4.5% |
| Q2 2020 | $693,000 | +5.8% | 14,100 | -9.6% | 0.11% | +2.8% |
| Q1 2020 | $655,000 | -24.6% | 15,600 | 0.0% | 0.11% | -15.6% |
| Q4 2019 | $869,000 | +10.0% | 15,600 | +2.0% | 0.13% | +5.8% |
| Q3 2019 | $790,000 | +4.8% | 15,300 | +7.0% | 0.12% | +2.5% |
| Q2 2019 | $754,000 | +32.0% | 14,300 | +30.0% | 0.12% | +20.4% |
| Q1 2019 | $571,000 | -28.0% | 11,000 | -34.5% | 0.10% | -38.8% |
| Q4 2018 | $793,000 | -24.7% | 16,800 | -13.8% | 0.16% | -16.2% |
| Q3 2018 | $1,053,000 | +16.6% | 19,500 | +16.8% | 0.19% | +11.7% |
| Q2 2018 | $903,000 | -13.3% | 16,700 | -9.2% | 0.17% | -11.4% |
| Q1 2018 | $1,041,000 | -26.7% | 18,400 | -26.4% | 0.19% | -32.0% |
| Q4 2017 | $1,420,000 | -51.9% | 25,000 | -53.7% | 0.28% | -51.7% |
| Q3 2017 | $2,955,000 | +110.6% | 54,000 | +100.0% | 0.59% | +84.9% |
| Q2 2017 | $1,403,000 | +8.6% | 27,000 | +3.8% | 0.32% | -5.1% |
| Q1 2017 | $1,292,000 | -73.6% | 26,000 | -75.7% | 0.34% | -75.2% |
| Q4 2016 | $4,900,000 | – | 106,800 | – | 1.35% | – |
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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% |