VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. 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 | $513,077 | +4.5% | 9,587 | +9.5% | 0.06% | +11.3% |
| Q2 2023 | $491,133 | +0.9% | 8,758 | -0.6% | 0.05% | +10.4% |
| Q1 2023 | $486,638 | +6.4% | 8,814 | -0.3% | 0.05% | +9.1% |
| Q4 2022 | $457,345 | +78.7% | 8,843 | +58.2% | 0.04% | +41.9% |
| Q3 2022 | $256,000 | -99.8% | 5,588 | +101.3% | 0.03% | +121.4% |
| Q1 2022 | $165,856,000 | -11.2% | 2,776 | -5.5% | 0.01% | -6.7% |
| Q4 2021 | $186,707,000 | +8.6% | 2,937 | +8.1% | 0.02% | 0.0% |
| Q3 2021 | $171,846,000 | +59362.3% | 2,716 | -49.0% | 0.02% | -61.5% |
| Q3 2020 | $289,000 | -23.5% | 5,324 | -30.8% | 0.04% | -36.1% |
| Q2 2020 | $378,000 | +52.4% | 7,690 | +30.0% | 0.06% | +17.3% |
| Q1 2020 | $248,000 | +15.3% | 5,915 | +48.9% | 0.05% | -21.2% |
| Q2 2018 | $215,000 | -17.9% | 3,972 | -14.0% | 0.07% | 0.0% |
| Q4 2017 | $262,000 | +1.9% | 4,617 | -1.8% | 0.07% | -21.4% |
| Q3 2017 | $257,000 | +12.7% | 4,701 | +7.4% | 0.08% | +1.2% |
| Q2 2017 | $228,000 | – | 4,379 | – | 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% |