VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,112,447 | +1.7% | 95,524 | +6.6% | 0.35% | +5.8% |
| Q2 2023 | $5,025,634 | +9.2% | 89,615 | +7.5% | 0.33% | +3.5% |
| Q1 2023 | $4,602,903 | +10.9% | 83,370 | +3.9% | 0.32% | +1.0% |
| Q4 2022 | $4,150,572 | +9.4% | 80,250 | -3.2% | 0.31% | -0.3% |
| Q3 2022 | $3,795,000 | -12.7% | 82,922 | -1.5% | 0.31% | -28.5% |
| Q2 2022 | $4,346,000 | -12.9% | 84,224 | +0.8% | 0.44% | +2.1% |
| Q1 2022 | $4,989,000 | -4.1% | 83,517 | +2.1% | 0.43% | 0.0% |
| Q4 2021 | $5,201,000 | -47.2% | 81,829 | -47.4% | 0.43% | -47.0% |
| Q3 2021 | $9,843,000 | +6209.6% | 155,601 | +6421.4% | 0.81% | +4975.0% |
| Q2 2021 | $156,000 | +2.0% | 2,386 | -2.4% | 0.02% | 0.0% |
| Q1 2021 | $153,000 | -27.8% | 2,445 | -30.7% | 0.02% | -38.5% |
| Q4 2020 | $212,000 | -38.0% | 3,530 | -46.3% | 0.03% | -46.9% |
| Q3 2020 | $342,000 | -56.7% | 6,574 | -59.1% | 0.05% | -60.2% |
| Q2 2020 | $789,000 | +39350.0% | 16,064 | +29648.1% | 0.12% | – |
| Q1 2020 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | +50.0% | 54 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $3,000 | +50.0% | 54 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | +50.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -25.0% | 54 | -50.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | +100.0% | 108 | +100.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | – | 54 | – | 0.00% | – |
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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% |