VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $835,394 | +0.3% | 15,609 | +5.1% | 0.22% | +5.2% |
| Q2 2023 | $832,732 | +1.6% | 14,849 | 0.0% | 0.21% | +1.4% |
| Q1 2023 | $819,813 | +18.7% | 14,849 | +11.2% | 0.21% | +13.5% |
| Q4 2022 | $690,410 | +17.6% | 13,349 | +4.1% | 0.18% | +10.1% |
| Q3 2022 | $587,000 | -4.9% | 12,824 | +7.3% | 0.17% | -0.6% |
| Q2 2022 | $617,000 | -13.6% | 11,949 | 0.0% | 0.17% | -0.6% |
| Q1 2022 | $714,000 | -3.8% | 11,949 | +2.3% | 0.17% | +1.2% |
| Q4 2021 | $742,000 | +2.1% | 11,675 | +1.6% | 0.17% | -5.1% |
| Q3 2021 | $727,000 | -1.2% | 11,495 | +2.5% | 0.18% | -0.6% |
| Q2 2021 | $736,000 | +4.7% | 11,210 | 0.0% | 0.18% | -1.1% |
| Q1 2021 | $703,000 | -3.6% | 11,210 | -7.4% | 0.18% | -8.2% |
| Q4 2020 | $729,000 | +15.0% | 12,110 | -0.3% | 0.20% | +4.8% |
| Q3 2020 | $634,000 | +6.2% | 12,150 | 0.0% | 0.19% | 0.0% |
| Q2 2020 | $597,000 | +17.1% | 12,150 | 0.0% | 0.19% | +0.5% |
| Q1 2020 | $510,000 | -36.2% | 12,150 | -15.3% | 0.19% | -23.8% |
| Q4 2019 | $799,000 | +6.2% | 14,345 | -1.5% | 0.24% | -1.6% |
| Q3 2019 | $752,000 | -2.1% | 14,560 | 0.0% | 0.25% | -2.4% |
| Q2 2019 | $768,000 | +1.6% | 14,560 | 0.0% | 0.25% | -1.2% |
| Q1 2019 | $756,000 | +10.7% | 14,560 | +0.7% | 0.26% | +1.2% |
| Q4 2018 | $683,000 | -8.2% | 14,460 | +4.9% | 0.25% | +1.2% |
| Q3 2018 | $744,000 | +4.9% | 13,780 | +5.2% | 0.25% | 0.0% |
| Q2 2018 | $709,000 | -4.3% | 13,100 | 0.0% | 0.25% | -5.6% |
| Q1 2018 | $741,000 | -0.4% | 13,100 | 0.0% | 0.27% | -0.7% |
| Q4 2017 | $744,000 | +1.8% | 13,100 | -1.9% | 0.27% | -4.6% |
| Q3 2017 | $731,000 | +5.3% | 13,350 | 0.0% | 0.28% | 0.0% |
| Q2 2017 | $694,000 | -2.7% | 13,350 | -7.0% | 0.28% | -4.4% |
| Q1 2017 | $713,000 | – | 14,350 | – | 0.29% | – |
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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% |