VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,638,000 | +18.4% | 180,073 | +24.1% | 0.60% | +33.3% |
| Q2 2023 | $8,139,000 | +535360.5% | 145,134 | +427.0% | 0.45% | +288.0% |
| Q1 2023 | $1,520 | -33.5% | 27,540 | -37.7% | 0.12% | -20.9% |
| Q4 2022 | $2,286 | -99.9% | 44,203 | +23.3% | 0.15% | -10.3% |
| Q3 2022 | $1,641,000 | +4.1% | 35,859 | +17.4% | 0.16% | +13.0% |
| Q2 2022 | $1,576,000 | -90.8% | 30,542 | -88.7% | 0.15% | -85.2% |
| Q4 2021 | $17,175,000 | +683.5% | 270,173 | +679.9% | 0.98% | +565.5% |
| Q3 2021 | $2,192,000 | +1.1% | 34,644 | +5.0% | 0.15% | +2.8% |
| Q2 2021 | $2,168,000 | -86.1% | 33,004 | -86.2% | 0.14% | -73.4% |
| Q1 2021 | $15,565,000 | +6.6% | 238,330 | -1.8% | 0.54% | -13.1% |
| Q4 2020 | $14,597,000 | +19.2% | 242,640 | +3.4% | 0.62% | +2.1% |
| Q3 2020 | $12,241,000 | +19.5% | 234,638 | +12.6% | 0.61% | +8.5% |
| Q2 2020 | $10,246,000 | +116.6% | 208,374 | +84.8% | 0.56% | +60.9% |
| Q1 2020 | $4,730,000 | +556.9% | 112,738 | +771.4% | 0.35% | +536.4% |
| Q4 2019 | $720,000 | +53.2% | 12,937 | +42.2% | 0.06% | +41.0% |
| Q3 2019 | $470,000 | +56.1% | 9,098 | +56.7% | 0.04% | +14.7% |
| Q1 2019 | $301,000 | -5.3% | 5,806 | -13.7% | 0.03% | -24.4% |
| Q4 2018 | $318,000 | -36.9% | 6,725 | -27.9% | 0.04% | -38.4% |
| Q3 2018 | $504,000 | – | 9,327 | – | 0.07% | – |
Download | ||||||
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% |