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 | $770,653 | -14.0% | 14,399 | -9.9% | 0.09% | -11.4% |
| Q2 2023 | $896,075 | +6.6% | 15,978 | +4.9% | 0.10% | 0.0% |
| Q1 2023 | $840,949 | +6.1% | 15,232 | -0.7% | 0.10% | +4.0% |
| Q4 2022 | $792,954 | +12.8% | 15,332 | -0.2% | 0.10% | +4.1% |
| Q3 2022 | $703,000 | -11.0% | 15,356 | +0.3% | 0.10% | -5.8% |
| Q2 2022 | $790,000 | +7.5% | 15,306 | +24.4% | 0.10% | +21.2% |
| Q1 2022 | $735,000 | -6.0% | 12,301 | 0.0% | 0.08% | -6.6% |
| Q4 2021 | $782,000 | +0.5% | 12,301 | +0.0% | 0.09% | -10.8% |
| Q3 2021 | $778,000 | -6.5% | 12,300 | -2.9% | 0.10% | -12.1% |
| Q2 2021 | $832,000 | +6.3% | 12,673 | +1.4% | 0.12% | -2.5% |
| Q1 2021 | $783,000 | -1.8% | 12,493 | -5.7% | 0.12% | -11.9% |
| Q4 2020 | $797,000 | +7.1% | 13,243 | -7.1% | 0.14% | -6.9% |
| Q3 2020 | $744,000 | +6.1% | 14,258 | 0.0% | 0.14% | -4.0% |
| Q2 2020 | $701,000 | +17.2% | 14,258 | 0.0% | 0.15% | -3.8% |
| Q1 2020 | $598,000 | +2.4% | 14,258 | +36.0% | 0.16% | +27.6% |
| Q4 2019 | $584,000 | +13.2% | 10,480 | +5.0% | 0.12% | +1.7% |
| Q3 2019 | $516,000 | -2.3% | 9,985 | -0.2% | 0.12% | -5.5% |
| Q2 2019 | $528,000 | -7.5% | 10,005 | -9.1% | 0.13% | -12.3% |
| Q1 2019 | $571,000 | +5.2% | 11,005 | +0.1% | 0.15% | -5.8% |
| Q4 2018 | $543,000 | -29.8% | 10,995 | -23.2% | 0.16% | +46.2% |
| Q3 2018 | $773,000 | +112.9% | 14,310 | +113.1% | 0.11% | +3.9% |
| Q2 2018 | $363,000 | +28.7% | 6,715 | +34.7% | 0.10% | +21.4% |
| Q1 2018 | $282,000 | +5.6% | 4,985 | +6.1% | 0.08% | +6.3% |
| Q4 2017 | $267,000 | +10.8% | 4,700 | +6.8% | 0.08% | -1.2% |
| Q3 2017 | $241,000 | +5.2% | 4,400 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $229,000 | +4.6% | 4,400 | 0.0% | 0.08% | +2.5% |
| Q1 2017 | $219,000 | +8.4% | 4,400 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $202,000 | -2.9% | 4,400 | 0.0% | 0.08% | -2.5% |
| Q3 2016 | $208,000 | – | 4,400 | – | 0.08% | – |
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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% |