VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $767,477 | +23.7% | 14,340 | +29.6% | 0.14% | +16.0% |
Q2 2023 | $620,469 | -15.0% | 11,064 | -16.3% | 0.12% | -22.8% |
Q1 2023 | $730,042 | +9.5% | 13,223 | +2.6% | 0.16% | +5.9% |
Q4 2022 | $666,774 | -17.1% | 12,892 | -26.6% | 0.15% | -29.2% |
Q3 2022 | $804,000 | -31.0% | 17,570 | -22.2% | 0.22% | -33.5% |
Q2 2022 | $1,166,000 | +63.8% | 22,591 | +89.5% | 0.32% | +90.1% |
Q1 2022 | $712,000 | -28.5% | 11,921 | -23.9% | 0.17% | -28.8% |
Q4 2021 | $996,000 | +20.4% | 15,667 | +19.9% | 0.24% | +4.8% |
Q3 2021 | $827,000 | -3.4% | 13,070 | +0.3% | 0.23% | -29.1% |
Q2 2021 | $856,000 | +6.3% | 13,036 | +1.5% | 0.32% | +21.9% |
Q1 2021 | $805,000 | +88.1% | 12,844 | +80.6% | 0.26% | +73.2% |
Q4 2020 | $428,000 | +16.9% | 7,112 | +1.5% | 0.15% | -3.2% |
Q3 2020 | $366,000 | -18.7% | 7,008 | -23.5% | 0.16% | -26.5% |
Q2 2020 | $450,000 | +93.1% | 9,158 | +118.7% | 0.22% | +95.5% |
Q4 2019 | $233,000 | +7.4% | 4,187 | -6.7% | 0.11% | -14.7% |
Q4 2014 | $217,000 | – | 4,488 | – | 0.13% | – |
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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% |