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 | $2,275,737 | +10.8% | 42,521 | +16.1% | 0.29% | +11.2% |
| Q2 2023 | $2,054,534 | +192.4% | 36,636 | +187.8% | 0.26% | +179.6% |
| Q1 2023 | $702,753 | +452.0% | 12,729 | +417.0% | 0.09% | +481.2% |
| Q4 2022 | $127,300 | -60.2% | 2,462 | -64.9% | 0.02% | -68.0% |
| Q3 2022 | $320,000 | -12.8% | 7,006 | -1.7% | 0.05% | -12.3% |
| Q2 2022 | $367,000 | +2193.8% | 7,128 | +2501.5% | 0.06% | +2750.0% |
| Q1 2022 | $16,000 | -5.9% | 274 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 274 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 274 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $17,000 | +6.2% | 274 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +27.3% | 274 | +19.7% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 229 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $9,000 | -30.8% | 229 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $13,000 | +8.3% | 229 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 229 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 229 | 0.0% | 0.00% | -40.0% |
| Q3 2018 | $12,000 | 0.0% | 229 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $12,000 | 0.0% | 229 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $12,000 | – | 229 | – | 0.01% | – |
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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% |