VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,843,638 | -4.8% | 520,247 | -0.2% | 2.11% | -1.8% |
| Q2 2023 | $29,233,707 | +1.6% | 521,285 | +0.0% | 2.15% | -3.8% |
| Q1 2023 | $28,776,779 | +9.0% | 521,224 | +2.2% | 2.23% | -9.2% |
| Q4 2022 | $26,390,208 | +19.4% | 510,251 | +5.7% | 2.46% | +15.5% |
| Q3 2022 | $22,099,000 | -11.7% | 482,823 | -0.4% | 2.13% | -13.3% |
| Q2 2022 | $25,026,000 | -22.9% | 484,915 | -10.8% | 2.46% | -19.6% |
| Q1 2022 | $32,469,000 | +13.6% | 543,504 | +20.9% | 3.05% | +29.5% |
| Q4 2021 | $28,577,000 | +5.4% | 449,542 | +4.9% | 2.36% | -2.8% |
| Q3 2021 | $27,112,000 | -3.7% | 428,583 | +0.0% | 2.42% | -5.4% |
| Q2 2021 | $28,141,000 | +7.4% | 428,452 | +2.5% | 2.56% | -10.7% |
| Q1 2021 | $26,211,000 | +10.8% | 418,033 | +6.3% | 2.87% | +6.3% |
| Q4 2020 | $23,664,000 | +16.1% | 393,345 | +0.7% | 2.70% | -3.3% |
| Q3 2020 | $20,382,000 | +13.5% | 390,692 | +7.0% | 2.79% | +3.4% |
| Q2 2020 | $17,960,000 | +36.2% | 365,259 | +16.2% | 2.70% | +8.1% |
| Q1 2020 | $13,187,000 | +247.7% | 314,283 | +361.5% | 2.50% | +268.3% |
| Q4 2019 | $3,793,000 | +7.8% | 68,107 | +0.0% | 0.68% | -1.3% |
| Q3 2019 | $3,518,000 | -2.1% | 68,102 | +0.0% | 0.69% | -2.1% |
| Q2 2019 | $3,592,000 | +1.6% | 68,100 | +0.0% | 0.70% | +2.2% |
| Q1 2019 | $3,534,000 | +10.1% | 68,096 | +0.2% | 0.69% | -7.0% |
| Q4 2018 | $3,209,000 | – | 67,966 | – | 0.74% | – |
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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% |