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 | $449,542 | -16.1% | 8,400 | -12.1% | 0.02% | -15.0% |
| Q2 2023 | $535,756 | +2.4% | 9,553 | +0.8% | 0.02% | -9.1% |
| Q1 2023 | $523,362 | -2.0% | 9,479 | -8.2% | 0.02% | -15.4% |
| Q4 2022 | $534,022 | -22.7% | 10,325 | -31.6% | 0.03% | -29.7% |
| Q3 2022 | $691,000 | -5.0% | 15,105 | +7.3% | 0.04% | -2.6% |
| Q2 2022 | $727,000 | +11.5% | 14,078 | +28.9% | 0.04% | +26.7% |
| Q1 2022 | $652,000 | -6.1% | 10,922 | +0.0% | 0.03% | -3.2% |
| Q4 2021 | $694,000 | +4.0% | 10,919 | +3.6% | 0.03% | -8.8% |
| Q3 2021 | $667,000 | +5.7% | 10,542 | +9.8% | 0.03% | +3.0% |
| Q2 2021 | $631,000 | +10.1% | 9,602 | +5.0% | 0.03% | 0.0% |
| Q1 2021 | $573,000 | +5.9% | 9,141 | +1.6% | 0.03% | -2.9% |
| Q4 2020 | $541,000 | -59.0% | 8,994 | -64.4% | 0.03% | -65.7% |
| Q3 2020 | $1,319,000 | +6.1% | 25,275 | +0.0% | 0.10% | -7.5% |
| Q2 2020 | $1,243,000 | +23.3% | 25,272 | +5.2% | 0.11% | -3.6% |
| Q1 2020 | $1,008,000 | -26.2% | 24,024 | -2.0% | 0.11% | -15.3% |
| Q4 2019 | $1,365,000 | +7.8% | 24,508 | +0.0% | 0.13% | -3.0% |
| Q3 2019 | $1,266,000 | +0.6% | 24,504 | +2.6% | 0.14% | -4.3% |
| Q2 2019 | $1,259,000 | +2.9% | 23,873 | +1.2% | 0.14% | -0.7% |
| Q1 2019 | $1,224,000 | +10.0% | 23,585 | +0.0% | 0.14% | -2.1% |
| Q4 2018 | $1,113,000 | -4.5% | 23,575 | +9.3% | 0.14% | -5.2% |
| Q3 2018 | $1,165,000 | +198.0% | 21,575 | +198.8% | 0.15% | +163.8% |
| Q2 2018 | $391,000 | -4.2% | 7,220 | 0.0% | 0.06% | -12.1% |
| Q1 2018 | $408,000 | -8.7% | 7,220 | -8.2% | 0.07% | -14.3% |
| Q4 2017 | $447,000 | +4.0% | 7,862 | 0.0% | 0.08% | -2.5% |
| Q3 2017 | $430,000 | +14.7% | 7,862 | +8.9% | 0.08% | +11.3% |
| Q2 2017 | $375,000 | +4.5% | 7,220 | 0.0% | 0.07% | +1.4% |
| Q1 2017 | $359,000 | +8.5% | 7,220 | 0.0% | 0.07% | +6.1% |
| Q4 2016 | $331,000 | – | 7,220 | – | 0.07% | – |
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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% |