VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $264,000 | -24.4% | 6,300 | +0.6% | 0.04% | -8.5% |
| Q4 2019 | $349,000 | +8.0% | 6,264 | +0.3% | 0.05% | -2.1% |
| Q3 2019 | $323,000 | -11.0% | 6,244 | -9.3% | 0.05% | -7.7% |
| Q2 2019 | $363,000 | +12.0% | 6,884 | +10.1% | 0.05% | +10.6% |
| Q1 2019 | $324,000 | +3.8% | 6,250 | -5.5% | 0.05% | -7.8% |
| Q4 2018 | $312,000 | +25.8% | 6,616 | +44.1% | 0.05% | +41.7% |
| Q3 2018 | $248,000 | 0.0% | 4,590 | +0.0% | 0.04% | -2.7% |
| Q2 2018 | $248,000 | -40.2% | 4,588 | -37.4% | 0.04% | -40.3% |
| Q1 2018 | $415,000 | 0.0% | 7,331 | +0.2% | 0.06% | +3.3% |
| Q4 2017 | $415,000 | -0.7% | 7,313 | -4.4% | 0.06% | -42.9% |
| Q3 2017 | $418,000 | +4.2% | 7,646 | -1.0% | 0.10% | +2.9% |
| Q2 2017 | $401,000 | +2.3% | 7,724 | -2.0% | 0.10% | +4.1% |
| Q1 2017 | $392,000 | +48.5% | 7,884 | +36.8% | 0.10% | +44.1% |
| Q4 2016 | $264,000 | -7.4% | 5,762 | -4.7% | 0.07% | +30.8% |
| Q3 2016 | $285,000 | +18.8% | 6,045 | +11.9% | 0.05% | +20.9% |
| Q2 2016 | $240,000 | -7.3% | 5,400 | -6.5% | 0.04% | -8.5% |
| Q1 2016 | $259,000 | -20.1% | 5,776 | -19.5% | 0.05% | -42.0% |
| Q4 2015 | $324,000 | -34.7% | 7,177 | -35.9% | 0.08% | -33.1% |
| Q3 2015 | $496,000 | +22.8% | 11,198 | +39.4% | 0.12% | +34.4% |
| Q2 2015 | $404,000 | +17.1% | 8,031 | +17.3% | 0.09% | -27.4% |
| Q1 2015 | $345,000 | -47.3% | 6,848 | -49.5% | 0.12% | -51.6% |
| Q4 2014 | $655,000 | +112.7% | 13,552 | +124.6% | 0.26% | +91.0% |
| Q3 2014 | $308,000 | -3.1% | 6,034 | +2.9% | 0.13% | -1.5% |
| Q2 2014 | $318,000 | +18.2% | 5,863 | +13.7% | 0.14% | +15.3% |
| Q1 2014 | $269,000 | +2.3% | 5,158 | +2.6% | 0.12% | +2.6% |
| Q4 2013 | $263,000 | +7.8% | 5,025 | +3.2% | 0.12% | +2.7% |
| Q3 2013 | $244,000 | +22.0% | 4,868 | +11.2% | 0.11% | +14.3% |
| Q2 2013 | $200,000 | – | 4,376 | – | 0.10% | – |
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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% |