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 | $1,009,602 | -5.3% | 18,864 | -0.7% | 0.13% | -1.5% |
| Q2 2023 | $1,065,745 | -2.4% | 19,004 | -3.9% | 0.14% | -7.5% |
| Q1 2023 | $1,092,154 | +6.8% | 19,782 | +0.0% | 0.15% | -5.2% |
| Q4 2022 | $1,022,827 | +13.1% | 19,776 | +0.2% | 0.15% | -1.3% |
| Q3 2022 | $904,000 | -11.2% | 19,746 | +0.1% | 0.16% | -6.6% |
| Q2 2022 | $1,018,000 | -12.4% | 19,732 | +1.4% | 0.17% | -18.5% |
| Q1 2022 | $1,162,000 | -8.4% | 19,459 | -2.5% | 0.20% | -10.1% |
| Q4 2021 | $1,269,000 | +4.8% | 19,963 | +4.3% | 0.23% | -9.9% |
| Q3 2021 | $1,211,000 | -12.1% | 19,148 | -8.7% | 0.25% | -16.8% |
| Q2 2021 | $1,377,000 | +4.9% | 20,965 | +0.1% | 0.30% | -8.2% |
| Q1 2021 | $1,313,000 | +11.2% | 20,946 | -7.4% | 0.33% | -22.1% |
| Q3 2020 | $1,181,000 | +27.1% | 22,630 | +2.2% | 0.42% | -6.0% |
| Q1 2020 | $929,000 | +26.1% | 22,152 | +67.3% | 0.45% | +54.8% |
| Q4 2019 | $737,000 | +2.6% | 13,240 | 0.0% | 0.29% | -1.7% |
| Q3 2019 | $718,000 | +23.8% | 13,240 | +21.0% | 0.30% | +17.9% |
| Q2 2019 | $580,000 | -2.0% | 10,940 | -4.1% | 0.25% | -8.0% |
| Q1 2019 | $592,000 | +19.8% | 11,403 | +9.0% | 0.27% | +10.9% |
| Q4 2018 | $494,000 | -45.9% | 10,458 | -42.3% | 0.25% | -39.5% |
| Q3 2018 | $913,000 | -9.5% | 18,113 | -2.9% | 0.41% | -8.3% |
| Q2 2018 | $1,009,000 | +0.5% | 18,658 | +5.1% | 0.44% | +6.2% |
| Q1 2018 | $1,004,000 | +12.3% | 17,758 | +12.8% | 0.42% | +41.1% |
| Q4 2017 | $894,000 | +15.8% | 15,745 | +11.7% | 0.30% | +11.7% |
| Q3 2017 | $772,000 | +6.9% | 14,097 | +1.4% | 0.27% | +4.7% |
| Q2 2017 | $722,000 | +53.6% | 13,897 | +46.9% | 0.25% | +47.7% |
| Q1 2017 | $470,000 | +8.3% | 9,457 | 0.0% | 0.17% | +38.7% |
| Q4 2016 | $434,000 | – | 9,457 | – | 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% |